Full-Time

Customer Support Specialist

Posted on 8/8/2024

PitchBook

PitchBook

1,001-5,000 employees

Provider of private market data and insights

Quantitative Finance
Financial Services

Compensation Overview

$60kAnnually

+ Bonus

Entry, Junior

New York, NY, USA

Requires in-office presence 3+ days/week, full-time during training.

Category
Customer Support
Customer Success & Support
Required Skills
Salesforce
Requirements
  • 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
Responsibilities
  • Respond to chat, phone, and email contacts from customers
  • 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

PitchBook provides detailed information and insights on private market data, focusing on venture capital, private equity, and mergers and acquisitions (M&A). Its main product is the PitchBook Platform, which consists of various software applications that allow users to access a vast database of information about companies, deals, investors, and industry trends. Clients, including investment professionals and business executives, subscribe to the platform to obtain the data necessary for making informed investment decisions and conducting due diligence. What sets PitchBook apart from its competitors is its comprehensive coverage of the private capital market, which is essential for funding startups and facilitating business expansions. The company's goal is to empower its clients with the data and insights needed to navigate the complexities of private capital markets effectively.

Company Stage

Acquired

Total Funding

$13.4M

Headquarters

Seattle, Washington

Founded

2007

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for ESG data drives firms to seek PitchBook's comprehensive solutions.
  • Rise of secondary market transactions creates need for detailed data analytics from PitchBook.
  • Growing trend of SPAC mergers presents opportunity for PitchBook to enhance SPAC data services.

What critics are saying

  • Leadership transition risk as founder John Gabbert steps down from CEO role.
  • Increased competition from platforms like Intapp's DealCloud could lead to client attrition.
  • Potential over-reliance on North American markets may expose PitchBook to regional downturns.

What makes PitchBook unique

  • PitchBook offers comprehensive data on venture capital, private equity, and M&A.
  • The PitchBook Platform provides award-winning software applications for unparalleled data insights.
  • PitchBook serves a diverse clientele, including investment professionals and business executives.

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Benefits

Flexible work program

Generous PTO

Paid sick days

Company-wide days off

Learning & development opportunities

401k & company matching

Medical, dental and vision insurance

HSA+FSA Accounts

Paid parental leave

Transportation stipend

Team building & company-wide events

INACTIVE