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Full-Time

Customer Support Specialist

Confirmed live in the last 24 hours

PitchBook

PitchBook

1,001-5,000 employees

Provider of private market data and insights

Venture Capital
Financial Services

Compensation Overview

$60kAnnually

+ Bonus

Entry

New York, NY, USA

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

Category
Customer Support
Customer Success & Support
Required Skills
Communications
Salesforce
Customer Service
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 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 deliver extensive data and insights to users. Clients, including investment professionals and business executives, subscribe to access this platform, which helps them make informed investment decisions and conduct due diligence. What sets PitchBook apart from its competitors is its comprehensive database and the focus on private capital markets, which are essential for funding startups and facilitating business expansions. The company's goal is to empower clients with the data they need to stay ahead of market trends and make strategic investment choices.

Company Stage

M&A

Total Funding

$13.8M

Headquarters

Seattle, Washington

Founded

2007

Simplify Jobs

Simplify's Take

What believers are saying

  • Recognition as a 2023 Benzinga Fintech Listmaker underscores PitchBook's industry leadership and innovation in financial research.
  • Strategic partnerships, such as with HubSpot for Startups, expand PitchBook's influence and provide valuable insights into emerging market trends.
  • The company's ability to integrate proprietary information with third-party data sources, as seen with AlixPartners' adoption of DealCloud, enhances the value and utility of its platform.

What critics are saying

  • The departure of founder John Gabbert from the CEO role could lead to strategic shifts and potential instability within the company.
  • The competitive landscape in financial data services is intense, with new entrants and established players vying for market share, which could impact PitchBook's growth.

What makes PitchBook unique

  • PitchBook's comprehensive database and award-winning software applications provide unparalleled data and insights in the private capital market, setting it apart from competitors.
  • The company's focus on private market data, including venture capital, private equity, and M&A, offers specialized information that is crucial for investment professionals and business executives.
  • PitchBook's subscription-based model with various tiers of access allows for tailored solutions to meet the specific needs of different clients, enhancing customer satisfaction and retention.

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