Customer Support Specialist

At PitchBook, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We're deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.

Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there's going to be some ambiguity along the way, but we excel when we challenge ourselves. We're willing to take risks, fail fast, and do it all over again in the pursuit of excellence.

If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.

**About the Role**:
As a member of our Account Management & Customer Success team, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and PitchBook are always growing and improving. While continually learning and exploring new ideas and concepts, you will be inspired to ask questions and challenge the status quo while remaining focused on our customers' success. We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners. A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you, join us

**Primary Job Responsibilities**:

- Achieve contact volume and quality goals measured quarterly
- Communicate effectively, both written and verbally, to ensure smooth resolution of customer issues
- Work collaboratively with other support specialists to resolve customer questions and issues
- Work continuously to document the details of each interaction in Salesforce to easily research customer issues and to inform product improvements
- Partner with global teams to ensure continuous support availability during required business hours
- Support the vision and values of the company through role modeling and encouraging desired behaviors
- Participate in various company initiatives and projects as requested

**Skills and Qualifications**:

- Bachelor's degree preferred
- 1+ years of experience in a customer service role
- A client first attitude and enjoy engaging with customers
- Ability to stay updated with changing industry and financial market trends while adapting to internal organizational updates and changes
- Prior experience with Salesforce or similar CRM preferred
- Excellent verbal and written communication skills with a keen eye for detail
- Interested in financial markets or services, particularly private equity and venture capital
- Ability to operate with a strong sense of urgency and deliver results
- Terrific prioritization skills to handle high call volume in parallel with project work
- Ability to adapt to a corporate culture and seamlessly adopt guidelines and processes set forth by the organization
- Comfortable to engage with a diverse array of customers
- Team player with the desire to try new ideas in order to achieve greater levels of success
- Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily

**Benefits at PitchBook**:
Physical Health
- Private medical insurance
- Additional medical wellness incentives
- Private life insurance

Emotional Health
- Parental leave
- Education subsidies
- Robust training programs on industry and soft skills
- Generous allotment of vacation days, sick days and volunteer days

Social Health
- Employee resource groups
- Company-wide events
- Employee referral bonus program
- Quarterly team building events

Financial Health
- Retirement contributions via CPF
- Shared ownership employee stock program
- Transportation stipend

**Working Conditions**:
We believe our business and our culture are strongest when we work together in person. We also know that it's helpful to have some flexibility to work remotely. Most roles work in the office 3+ days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 3+ days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

**Life At PB**:
We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It's our fundamental belief that people d