PitchBook empowers capital market professionals around the globe to win what’s next.
Private Equity • Venture Capital • Data Analysis • Fund Performance • Alternative Assets
July 13
🏢 In-office - Manhattan
PitchBook empowers capital market professionals around the globe to win what’s next.
Private Equity • Venture Capital • Data Analysis • Fund Performance • Alternative Assets
• 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
• 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
• Comprehensive health benefits • Additional medical wellness incentives • STD, LTD, AD&D, and life insurance • Paid sabbatical program after four years • Paid family and paternity leave • Annual educational stipend • Ability to apply for tuition reimbursement • CFA exam stipend • Robust training programs on industry and soft skills • Employee assistance program • Generous allotment of vacation days, sick days, and volunteer days
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