Customer Support Specialist

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
• Document interaction details in Salesforce to inform product improvements
• Partner with global teams to ensure continuous support availability

Requirements

• 1+ years of experience in a customer service role
• Excellent verbal and written communication skills
• Proficiency with Microsoft Office suite (Outlook, Word, Excel)
• Ability to work onsite in New York 5 days a week
• Authorization to work in the United States without sponsorship

Preferred Qualifications

• Bachelor's degree
• Prior experience with Salesforce or similar CRM
• Interest in financial markets, private equity, or venture capital

Benefits

• Comprehensive health benefits and medical wellness incentives
• Paid sabbatical, family, and paternity leave
• Annual educational stipend and tuition reimbursement
• 401k match and employee stock program
• Monthly transportation stipend

About the Company

PitchBook, a Morningstar company, provides extensive data and analytics to the financial markets, helping professionals make informed investment decisions.