PitchBook Data
Customer Support Specialist
Seattle, Washington, United States
No sponsorshipDetected 19 hours ago
SalesforceCRMAccount ManagementExcelCustomer SuccessCustomer SupportResearchCommunicationCollaborationMentoringMicrosoft OfficeCFA
About the role
- 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.
- A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members.
- You work at the front lines, providing real time assistance to clients in need.
Responsibilities
- 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
- PitchBook's Customer Support Specialist Tier 1 provides direct customer support via phone, email, and chat to existing PitchBook clients.
- You will work with the support team to troubleshoot customer issues and ensure the best possible customer experience.
Requirements
- 1+ years of experience in a customer service role
- Ability to stay updated with changing industry and financial market trends while adapting to internal organizational updates and changes
- Ability to adapt to a corporate culture and seamlessly adopt guidelines and processes set forth by the organization
- 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
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
- Partner with global teams to ensure continuous support availability during required business hours
- A client first attitude and enjoy engaging with customers
- Interested in financial markets or services, particularly private equity and venture capital
- Ability to operate with a strong sense of urgency and deliver results
- 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
Nice to have
- Bachelor's degree preferred
- Prior experience with Salesforce or similar CRM preferred
Skills
- Skills and Qualifications:
- Excellent verbal and written communication skills with a keen eye for detail
- Terrific prioritization skills to handle high call volume in parallel with project work
Compensation
- Benefits + Compensation at PitchBook:
Benefits
- Comprehensive health benefits
- Additional medical wellness incentives
- STD, LTD, AD&D, and life insurance
- Paid family and paternity leave
- Annual educational stipend
- Ability to apply for tuition reimbursement
- CFA exam stipend
- Generous allotment of vacation days, sick days, and volunteer days
- Support the vision and values of the company through role modeling and encouraging desired behaviors
Company info
- Customer experience pain points you identify will inform product improvements and allow PitchBook to optimize the platform for customers worldwide.
- Respond to chat, phone, and email contacts from customers
- Participate in various company initiatives and projects as requested
- We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners.
Visa & Work Authorization
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
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This listing is sourced directly from PitchBook Data's careers page and normalized into a canonical job model.