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Customer Support Specialist

PitchBook Data
CompanyPitchBook Data
CategoryCustomer Support
LocationSeattle
RemoteOn-site (inferred)
EmploymentNot stated
LevelNot stated
SalaryNot stated by the employer
Posted30 Apr 2026
Last verified30 Jul 2026
SourceEmployer career page (greenhouse)
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Description
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.  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! PitchBook’s Customer Support Specialist Tier 1 provides direct customer support via phone, email, and chat to existing PitchBook clients. You will work with the support team to troubleshoot customer issues and ensure the best possible customer experience. You work at the front lines, providing real time assistance to clients in need. Customer experience pain points you identify will inform product improvements and allow PitchBook to optimize the platform for customers worldwide.  Primary Job Responsibilities: Respond to chat, phone, and email contacts from customers  Achieve contact volume and quality goals measured quarterly   Communicate effectively, both written and verbally, to ensure smooth resolution of customer issues  Work collaboratively with other support specialists to resolve customer questions and issues  Work continuously to document the details of each interaction in Salesforce to easily research customer issues and to inform product improvements  Partner with global teams to ensure continuous support availability during required business hours  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 preferred 1+ years of experience in a customer service role A client first attitude and enjoy engaging with customers  Ability to stay updated with changing industry and financial market trends while adapting to internal organizational updates and changes  Prior experience with Salesforce or similar CRM preferred  Excellent verbal and written communication skills with a keen eye for detail  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 handle high call volume in parallel with project work  Ability to adapt to a corporate culture and seamlessly adopt guidelines and processes set forth by the organization  Comfortable to engage with a diverse array of customers  Team player with the desire to try new ideas i
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Customer Support Specialist — PitchBook Data · Job Opportunities API