PitchBook Data
Financial Services
CustomerSupportSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Support Specialist at PitchBook Data. Skills: Customer support, Issue resolution, Client engagement. Respond to chat, phone, and email contacts. Achieve contact volume and quality goals”
What You'll Achieve.
Ensure best possible customer experience; Optimize the platform for customers
Industry & Context.
Troubleshoot customer issues; Resolve customer issues
Authorized to work in Singapore, No visa sponsorship, In the office 5 days a week, Standard office setting, Use PC and phone, Limited corporate travel
What They're Looking For.
Must Have
1+ years of experience in a customer service role, Excellent verbal and written communication skills, Ability to operate with a sense of urgency, Terrific prioritization skills, Ability to adapt to a corporate culture, Comfortable to engage with a diverse array of customers, Proficiency with Microsoft Office suite
Nice to Have
Bachelor's degree, Prior experience with Salesforce or similar CRM, Interested in financial markets or services
What You'll Do.
Achieve contact volume and quality goals
Communicate effectively
both written and verbally
Ensure smooth resolution of customer issues
Work collaboratively with other support specialists
Resolve customer questions and issues
Document the details of each interaction
Research customer issues
Inform product improvements
Partner with global teams
Ensure continuous support availability
Support the vision and values of the company
Role model desired behaviors
Encourage desired behaviors
Participate in company initiatives
Participate in projects
How You'll Work.
Team & Collaboration
Work with support team; Work collaboratively with specialists; Partner with global teams
Communication Scope
Written communication; Verbal communication
Full Job 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 improv
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