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About the Role

As a member of our Account Management & Customer Success team, you will embrace and drive change, focusing on continuous growth and improvement. You will be inspired to ask questions, challenge the status quo, and remain focused on customer success. Teamwork, collaboration, and building strong relationships are highly valued. A positive attitude, curiosity, and a people-first approach are key traits for success in this role.

Responsibilities

Embrace and drive change
Ensure continuous growth and improvement for yourself and PitchBook
Ask questions and challenge the status quo
Focus on customer success
Build strong, trusting relationships with teammates, customers, and partners

Requirements

Must be authorized to work in UK without the need for visa sponsorship now or in the future
Demonstrated success with workflow optimization in a real time, fast paced environment
Proficient with Salesforce or similar CRM preferred
Excellent verbal and written communication skills with a keen eye for detail
A client first attitude and love to engage 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
Terrific prioritization skills to high call volume in parallel with project work
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
Knowledge of the Microsoft Office suite including Outlook and Word

Skills

Workflow optimization
Salesforce or similar CRM
Verbal communication
Written communication
Detail-oriented
Customer engagement
Financial markets interest
Urgency
Prioritization
Microsoft Office Suite (Outlook, Word)

Location

Work Type

Onsite

Experience Level

5+ years of professional management or team lead experience
5+ years of experience in a Customer Support or Operations environment

Education Level

Bachelor’s degree, preferably in Business Administration or related field

Benefits

Private medical insurance
Dental scheme
Additional medical wellness incentives
Life cover
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
Employee resource groups
Company-wide events
Employee referral bonus program
Quarterly team building events
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.