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About the Role
The Sr. Customer Experience Specialist plays a key role in executing impactful experiences and programs that support PitchBook's growing Customer Success team. This position focuses on supporting client events globally and a targeted gifting strategy to enhance client relationships and strengthen brand presence. The role requires strong organizational and communication skills, with an eagerness to experiment and improve customer connection tactics.
Responsibilities
- Support the execution of a global client event strategy designed to support in-person interactions for Sales and Customer Success teams.
- Support and manage the end-to-end event planning process, including venue and catering requirements, signage, shipping, swag, and event documentation.
- Coordinate on-site event needs such as printing, giveaways, and signage.
- Oversee and maintain the client gifting platform, Sendoso, including campaign and inventory management, and support for Sales and Customer Success.
- Support the Company Store as necessary.
- Support the vision and values of the company through role modeling and encouraging desired behaviors.
- Participate in various company initiatives and projects as requested.
Requirements
- Bachelor's degree
- 3+ years of relevant professional experience in marketing and events management
- Ability to work productively across diverse teams in rapidly changing conditions.
- Partnership and collaboration are a fundamental requirement.
- Relentlessly high standards with the ability to simultaneously manage multiple projects and priorities.
- Detail oriented and deadline driven
- Ability to travel 1-3 times per year
- Excellent written and oral communication skills
- Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel.
- Ability to pick up new systems and software easily.
- Must be authorized to work in the United Kingdom without the need for visa sponsorship now or in the future.
Skills
- Marketing
- Events management
- Organizational skills
- Communication skills
- Collaboration
- Project management
- Detail orientation
- Deadline driven
- Microsoft Office Suite (Outlook, Word, Excel)
- Automation software (preferred)
- Project planning tools (preferred)
Location
- United Kingdom
Work Type
- Onsite
Experience Level
- 3+ years
Education Level
- Bachelor's degree
Benefits
- Physical Health: Private medical insurance, Dental scheme, Additional medical wellness incentives, Life cover
- Emotional Health: Paid sabbatical program after four years, Paid parental leave, Education subsidies, Robust training programs on industry and soft skills, Minimum 25 days annual leave and volunteer days
- Social Health: Employee resource groups, Company-wide events, Employee referral bonus program, Quarterly team building events
- Financial Health: 10% Pension contribution, Income protection, Shared ownership employee stock program, Transportation stipend
About the Company
- At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.
- Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things.
- The combination of a rapidly evolving industry and our high ambitions means there’s going to be some ambiguity along the way, but we excel when we challenge ourselves. We’re willing to take risks, fail fast, and do it all over again in the pursuit of excellence.
- If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.
Equal Opportunity
- We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.