Job Description

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 Manager, Customer Support manages a team of Customer Support Specialists. They are responsible for auditing performance, ensuring successful onboarding, and collaborating with the Director, Customer Support to develop business strategy. Ultimately, the Manager, Customer Support is responsible for managing an effective Customer Support team with an emphasis on professional development.
Primary Job Responsibilities:

• Manage and lead a team of Customer Support Specialists to achieve SLA and meet quality standards for all client work
• Ensure all new team members are successfully onboarded working with the other managers to manage an effective process and facilitate trainings as needed
• Provide coaching and career development for team members
• Maintain a regular cadence of 1:1s with each team member to recap performance, identify improvement opportunities, and support career development
• Audit customer chat, email, and phone interactions monthly for quality and process adherence
• Run performance reports in Salesforce and Tableau to track team results and update the Director, Customer Support weekly
• Conduct biweekly team meetings to update Customer Support Specialists on best practices and continuing expectations
• Collaborate with the Director, Customer Support to develop the overall support strategy within the Customer Success organization
• Serve as a point of escalation for critical client questions and coordinate with direct reports to resolve all client issues
• Participate in the Customer Support promotion and hiring process
• Leverage a suite of tools including Salesforce and Talkdesk to monitor workflow, SLAs, and team performance
• Regularly review Highspot to ensure you and your team are knowledgeable on the latest product and data initiatives and releases
• Continually evaluate the opportunity for process improvements and implement best practices
• Collaborate with Customer Support management in other PitchBook locations on process design and implementation as well as overall team initiatives
• 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 customer support or operations experience and 1+ years leading a team, ideally in a Customer Support or Operations environment
• Demonstrated success with workflow optimization in a real time, fast paced environment
• Proficient with Salesforce or similar CRM preferred
• Proficient with Microsoft Excel including pivot tables and advanced formulas
• Knowledge of SQL and ability to modify basic queries
• Excellent verbal and written communication skills with a keen eye for detail
• 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
• Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel and the ability to pick up new systems and software easily

Benefits at PitchBook: Physical Health

• Private medical insurance
• Additional medical wellness incentives
• Private life insurance

Emotional Health

• Parental leave
• Education subsidies
• Robust training programs on industry and soft skills
• Generous allotment of vacation days, sick days and volunteer days

Social Health

• Employee resource groups
• Company-wide events
• Employee referral bonus program
• Quarterly team building events

Financial Health

• Retirement contributions via CPF
• Shared ownership employee stock program
• 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.

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.
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