At PitchBook, 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. 

　　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!

　　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 learner—someone 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:

　　Bachelor’s degree or equivalent experience  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   

　　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: $60,000-$100,000 Target annual bonus percentage: 10%  

　　*Starting pay will be based on several factors and commensurate with qualifications & experience. We also have a location-based compensation structure; there may be different ranges for candidates by location. 

　　Working Conditions:

　　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.

　　Life At PB:

　　We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we’ve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

　　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-AK1