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Sales Trainer

Posted on 7/11/2024



1,001-5,000 employees

Comprehensive data platform for capital markets

Compensation Overview

$100k - $112kAnnually

+ Bonus

Mid, Senior

New York, NY, USA

Product & UX/UI Design
UI/UX & Design
Required Skills
  • Bachelor’s degree or equivalent experience required
  • 3+ years of experience as a SaaS or finance Training Specialist or higher role (6+ if a mix of other industries)
  • Experience delivering training to groups of all levels in person, virtually, and in a hybrid of the two
  • Knowledge of facilitation techniques and methods to keep learners engaged
  • Familiarity with modern sales, customer success, or support processes and concepts
  • Experience using a Learning Management System (LMS) and executing “blended learning” curriculum
  • Prior experience with Salesforce (or similar) and Gong (or similar) preferred
  • Excellent interpersonal and communication skills and must be able to work effectively with all levels in the organization
  • Strong project management skills with demonstrated ability to manage multiple projects or priorities at once
  • Metrics driven with experience evaluating and measuring effectiveness of trainings
  • 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
  • Learn and master PitchBook Sales, Customer Success, and Support methodologies and approaches
  • Learn and master finance industry concepts in order to facilitate foundational industry training
  • Deliver group training and individual coaching to enhance employee capabilities
  • Partner with the PBLearning team to design quality Sales and Customer Success training programs to address learning objectives
  • Work with Program Managers and PB Learning Operations to schedule and deliver individual and team training plans in a regular cadence
  • Manage training material and suggest improvements
  • Report on training program effectiveness and adjust programs as needed
  • Be resourceful to learn and master the complexities of the industry that PitchBook serves (specifically: private equity, venture capital, and M&A)
  • Learn and deliver new and existing general people development programs in assigned market as needed
  • 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 offers a comprehensive data and research platform for global capital markets, providing powerful insights and analysis for capital market professionals in both public and private markets. The platform leverages data analytics and research tools to empower users with actionable insights and analysis.

Company Stage


Total Funding



Seattle, Washington



Growth & Insights

6 month growth


1 year growth


2 year growth



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