Customer Trainer

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. Were 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 theres going to be some ambiguity along the way but we excel when we challenge ourselves. Were 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.

About the Role:

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. 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. We value teamwork and collaboration and encourage our people to build strong trusting relationships with their teammates customers and partners. A contagious positivity insatiable curiosity and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you join us!

Customers are King! Each and every day the Customer Success Team works to ensure that our clients are maximizing the value they receive from PitchBook. Onboarding training support business development and renewals are handled by the Customer Success team. Customer Success does whatever it takes to ensure our customers achieve their goals and continue to grow their engagement with the PitchBook Platform.

The Customer Trainer is responsible for designing and facilitating scalable learning experiences that enable PitchBook customers to achieve their desired success. They partner with our curriculum development team to build engaging training experiences and then deliver training to our customers in the form of live instructor-led workshops. The Customer Trainer will be part of a new division in the Customer Success department focused on Customer Education. Each facilitated training will help scale our resources internally and provide our customers with learning and certification opportunities to level-up their professional skillsets.

Primary Job Responsibilities:

• Partner with curriculum developers to design engaging instructor-led training sessions
• Facilitate group training sessions to drive product adoption and enable customers to achieve their desired success
• Manage the live training calendar hosted on our learning management system (LMS)
• Record instructional videos and product demonstrations for e-learning courses
• Maintain live training curriculum and implement improvements based on learner and Customer Success team feedback
• Analyze data from live training sessions to demonstrate the impact of training on desired business outcomes
• Be a resourceful learnersomeone who consistently looks for ways to better understand the industry and clients PitchBook serves (venture capital private equity and M&A)
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

Skills and Qualifications:

• Bachelors degree
• 3 years of experience designing and facilitating live learning or similar experience training customers on a software product
• Excellent verbal communication and presentation skills
• Ability to facilitate an interactive group training environment for up to 25 participants
• Demonstrated experience delivering virtual instructor-led training using Zoom
• Strong interest in adult learning theory and ability to put new concepts into practice
• Strong bias for action; ability to juggle multiple priorities and effectively deliver in a fast-paced dynamic environment
• Interest in financial markets or services particularly private equity and venture capital
• Team player willing to try new ideas to achieve greater levels of success
• Knowledge of the Microsoft Office suite including Outlook and Word
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Benefits Compensation at PitchBook:

Physical Health

• Comprehensive health benefits
• Additional medical wellness incentives
• STD LTD AD&D and life insurance

Emotional Health

• 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

Social Health

• Matching gifts program
• Employee resource groups
• Subsidized emergency childcare
• Dependent Care FSA
• Company-wide events
• Employee referral bonus program
• Quarterly team building events

Financial Health

• 401k match
• Shared ownership employee stock program
• Monthly transportation stipend

*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.

Compensation

• Annual base salary: $90000
• Target annual bonus percentage: 10%

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity strengthens our connections and drives the innovation that sets us apart. Our culture is built on spontaneous momentsthose hallway conversations whiteboard brainstorms and shared celebrations in each of our global officesthat simply cant be replicated remotely. This role is expected to be in the office 5 days a week.

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

We are excited to get to know you and your background. Concerned that you might not meet every requirement We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

#LI-

#LI-Onsite