Customer Support Specialist
PitchBook Data(1 month ago)
About this role
The Customer Support Specialist Tier 1 at PitchBook is a front-line member of the Account Management & Customer Success team providing direct support to existing clients via phone, chat, and email. The role focuses on ensuring excellent customer experience, documenting interactions in Salesforce, and feeding customer insights into product improvements. This position emphasizes continuous learning, collaboration, and adapting to industry and organizational changes.
Required Skills
- Chat Support
- Phone Support
- Email Support
- Troubleshooting
- Communication
- Collaboration
- Salesforce
- Documentation
- Prioritization
- Adaptability
+5 more
Qualifications
- Bachelor's Degree Preferred
About PitchBook Data
pitchbook.comPitchBook is a financial data and software company that provides comprehensive information and research on private capital markets, including venture capital, private equity, M&A, and public companies. Its subscription platform, APIs, Excel plugin and research reports deliver deal, fund, company, investor and valuation data along with analytics and market intelligence for investors, advisors, and corporate development teams. Trusted by GPs, LPs, investment banks and corporate strategists, PitchBook aggregates primary-sourced filings, news and proprietary research to support deal sourcing, due diligence, benchmarking and fundraising. The firm is part of Morningstar and focuses on integrating global coverage with tools for workflow integration and data export.
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