Customer Trainer
PitchBook Data
Seattle, WA
JOB DETAILS
SALARY
$90,000–$90,000.01 Per Year
JOB TYPE
Full-time, Employee
SKILLS
Adult Learning, Business Development, Calendar Management, Communication Skills, Customer Acquisition, Customer Relations, Customer Training, Data Analysis, Diversity, Employee Assistance Plan, Financial Services, Flexible Spending Accounts, Learning Management System (LMS), Matching Gift Programs, Mentoring, Mergers and Acquisitions, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Onboarding, Online Training, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Product Demonstration, Sales Management, Stock Market, Team Player, Training Program, Training/Teaching, Training/Teaching Curriculum, Tuition Reimbursement, Venture Capital, eLearning
LOCATION
Seattle, WA
POSTED
18 days ago
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!
Customers are King! Each and every day the Customer Success Team works to ensure that our clients are maximizing the value they receive from PitchBook. Onboarding, training, support, business development and renewals are handled by the Customer Success team. Customer Success does whatever it takes to ensure our customers achieve their goals and continue to grow their engagement with the PitchBook Platform.
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
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
Must be authorized to work in the United States without the need for visa sponsorship now or in the future
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: $90,000
Target annual bonus percentage: 10%
Working Conditions:
At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments-those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices-that simply can't be replicated remotely. This role is expected to be in the office 5 days a week.
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.
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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PitchBook appreciates and respects diversity, and as such, we are an equal opportunity employer.
About the Company
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