PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets. Our unprecedented offerings are brought to life through the PitchBook Platform, a dynamic suite of products designed to help you win.

Founded in 2007, CEO John Gabbert knew that his idea for an actionable, extensive database for private equity-focused intelligence was worth pursuing. The rest is PitchBook history.

Since those early days, PitchBook has expanded its coverage areas to include the entirety of the global public and private markets. We’ve added thousands of datasets and millions of individual insights into the platform, and we’ve pioneered new features and products that surface the information our clients need. We look at every day as a new opportunity to meet and exceed our customers’ expectations through helping them make informed decisions that propel their firms forward. 

Part of Morningstar since 2016, PitchBook is headquartered in Seattle, London and Hong Kong with additional offices in New York and San Francisco.

PitchBook Data

Customer Support

Lead Customer Support Specialists at PitchBook for customer success and team performance.

• Manage and lead a team of Customer Support Specialists to achieve SLAs and meet quality standards for all client work
• Ensure all new team members are successfully onboarded, working with the other managers to manage an effective process and facilitating trainings as needed
• Provide coaching and career development for team members
• Maintain a regular cadence of 1:1s with each team member to recap performance, identify improvement opportunities, and support career development
• Audit customer chat, email, and phone interactions monthly for quality and process adherence
• Run performance reports in Salesforce and Tableau to track team results and update the Director, Customer Support weekly
• Conduct biweekly team meetings to update Customer Support Specialists on best practices and continuing expectations
• Collaborate with the Director, Customer Support to develop the overall support strategy within the Customer Success organization
• Serve as a point of escalation for critical client questions and coordinate with direct reports to resolve all client issues
• Participate in Customer Support promotion and hiring process
• Leverage a suite of tools including Salesforce and Talkdesk to monitor workflow, SLAs, and team performance
• Regularly review Highspot to ensure you and your team are knowledgeable on the latest product and data initiatives and releases
• Continually evaluate the opportunity for process improvements and implement best practices
• Collaborate with Customer Support management in other PitchBook locations on process design and implementation as well as overall team initiatives
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested


Customer Support Manager

Sales Development Rep

Intern will engage leads and prospect for PitchBook’s Outside Sales team.

• Complete required PitchBook trainings to learn sales strategy, company culture, and gain industry knowledge
• Achieve daily, weekly, and monthly outreach goals including demo and call volume while providing an excellent experience for prospective clients
• Connect with prospects through written and verbal communication in order to book demos that show off the PitchBook product offering and drive deal closure
• Prospect potential accounts, searching for key points of contact through marketing generated leads
• Drive engagement with prospects through marketing provided materials via Highspot
• Act as a consultant to prospects by seeking to understand their needs and business priorities
• Guide potential clients through needs analysis and discovery sessions to qualify leads and drive new opportunities
• Work closely with our Outside Sales team to learn about the needs of our clients and the end-to-end sales cycle
• Document the details of each prospective client interaction in Salesforce to improve the customer experience and drive deal closure
• Consistent follow-up on prospective client inquiries
• Set and achieve a professional development goal during your internship
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

Sales Development Summer Intern

Product Manager

Work collaboratively to execute product roadmap and enhance customer experiences.

• As a member of the Product and Engineering team, you will work collaboratively with key stakeholders to execute the department’s product roadmap
• Validate client needs, pain points, and business opportunities through ongoing user research
• Actively define roadmap prioritization and create business cases for new opportunities
• Communicate requirements and technical details to stakeholders, including engineering teams
• Continuously improve our external and internal deliverables and operational processes

Product Manager II, Data Technology

Provide direct customer support via phone, email, and chat to existing PitchBook clients.

• 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.
• 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.
• Customer experience pain points you identify will inform product improvements and allow PitchBook to optimize the platform for customers worldwide.

Customer Support Specialist

Full-stack Engineer

Architect and deliver services for a financial data platform with a customer-centric approach.

• As a Staff Software Development Engineer, responsible for architecting and delivering the next suite of services that power the PitchBook platform
• Collaborate with external and internal stakeholders of different roles and backgrounds to influence decisions
• Exhibit a growth mindset, willing to solicit feedback, engage others with empathy, and help create a culture of belonging

Staff Software Development Engineer, PEDCT

Business Development Rep

Drive business revenues by developing relationships and selling advertising programs.

• As a member of our Sales team, your commitment to excellence and passion for helping people succeed are the foundations for your career growth at PitchBook!
• With our customers’ success comes our success, and we are dedicated to providing them with the highest level of service and expertise.
• You will enjoy access to extensive training and development opportunities, including ongoing coaching and mentorship from experienced sales professionals.
• PitchBook’s Business Development Executive, Media Sales drives business revenues by developing relationships with current and potential clients and selling them advertising programs that help them reach their business objectives.

Business Development Executive, Media Sales

Sales

• 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

Sales Trainer

Sales Engineer

Provide technical expertise and support related to API and data feed solutions.

• As a member of our Account Management & Customer Success team, you will thrive on your ability to embrace and drive change
• PitchBook’s Sales Engineer provides support to our Sales and Customer Success teams as well as our clients related to our API and data feed solutions
• This role also provides ongoing technical support to clients related to our API and data feed products

PitchBook Data Jobs in New York City