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!
PitchBook’s Manager, Customer Education is responsible for owning, leading, and implementing the customer education strategy within PitchBook. The Manager, Customer Education will have an opportunity to manage the team in the Customer Success department focused on Customer Education. Each learning path developed will help scale our resources internally as well as provide our customers with on-demand learning and certification opportunities to master PitchBook.
Primary Job Responsibilities:
Build, own, and manage PitchBook’s customer education program– both the day-to-day and longer-term vision, strategy, and goal setting Help create and maintain the technical systems and environments for our learning management system (LMS) environment Proactively seek and quickly act on customer feedback to improve the learning experience and develop new offerings Collaborate with multiple departments to build out a world-class Customer Education Strategy Create ongoing project plans and drive timely and effective delivery from dependent teams Proactively identify potential risks, dependencies, and obstacles that may hinder successful completion of deliverables and achievement of program goals Establish reporting scorecards, metrics, boards, and templates to document and track program, project progress, and KPIs at established cadence Manage and lead a team to achieve SLAs and meet quality standards for all customer education work Ensure all new team members are successfully onboarded; 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 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+ year experience building, managing, and scaling customer education operations for a SaaS company Proven leadership and team motivation skills Strong understanding of Skilljar capabilities and design options is preferred Proven understanding and application of learning approaches and techniques History of working cross-functionally, particularly with Sales, Marketing, Customer Success, and Product Familiarity with the latest trends in the learning field and with e-learning development Ability to communicate effectively with all levels of the organization Proactive attitude and approach in removing roadblocks and inspiring excellence across all teams Excellent communication, presentation, and persuasion skills; demonstrated success in building buy-in for an innovative, bold, and strategic vision Strong bias for action; ability to juggle multiple priorities and effectively deliver in a fast-paced, dynamic environment Demonstrated ability to think and act strategically Interested in financial markets or services, particularly private equity and venture capital Team player with the desire to try new ideas in order to achieve greater levels of success Knowledge of the Microsoft Office suite including Outlook and Word
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-$115,000 Target annual bonus percentage: 15%
*Starting pay will be based on several factors and commensurate with qualifications & experience. We also have a location-based compensation structure; there may be different ranges for candidates by location.
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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