Training Specialist
: Job Details :

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:

At PitchBook we believe our people are what set us apart, and as a member of the People team your contributions will directly impact the success of our employees and the company. PitchBook is a values-driven company. Our team embodies these values in everything we do, and we take pride in setting a positive example for our colleagues at all levels.

The People team fosters a culture of collaboration, and we hold ourselves to a high bar to consistently deliver an exceptional employee experience. We create a positive environment where employees are supported and empowered to do their best work. We push ourselves to continuously learn while leveraging diverse skillsets and perspectives to create employee-centric programs that are as impactful as they are fun. If you are driven to do great work and are committed to doing your job with passion, you have found the right team!

This role is part of the global training team focused on onboarding and continuing education for our Sales, Customer Success, and Support teams. The Training Specialist is a key role who will facilitate, refine, and measure training for customer facing roles located in New York, Seattle, or San Francisco. This role works cross-functionally with curriculum program managers and the broader PB Learning team to ensure our customer facing teams are developing the skills and knowledge needed to be successful in their current role and prepare them for the next position.

Primary Job Responsibilities:

• Learn and master PitchBook Sales, Customer Success, and Support methodologies and approaches
• Learn and master finance industry concepts in order to facilitate foundational industry training
• Deliver group training and individual coaching to enhance employee capabilities
• Partner with the PBLearning team to design quality Sales and Customer Success training programs to address learning objectives
• Work with PB Learning Operations to schedule and deliver individual and team training plans in a regular cadence
• Manage training material and suggest improvements
• Report on training program effectiveness and adjust programs as needed
• Be resourceful to learn and master the complexities of the industry that PitchBook serves (specifically: private equity, venture capital, and M&A)
• Learn and deliver new and existing general people development programs in assigned market as needed
• 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 required
• 3+ years of experience as a SaaS or finance Training Specialist or higher role (6+ if a mix of other industries)
• Experience delivering training to groups of all levels in person, virtually, and in a hybrid of the two
• Knowledge of facilitation techniques and methods to keep learners engaged
• Familiarity with modern sales, customer success, or support processes and concepts
• Experience using a Learning Management System (LMS) and executing “blended learning” curriculum
• Prior experience with Salesforce (or similar) and Gong (or similar) preferred
• Excellent interpersonal and communication skills and must be able to work effectively with all levels in the organization
• Strong project management skills with demonstrated ability to manage multiple projects or priorities at once
• Metrics driven with experience evaluating and measuring effectiveness of trainings
• Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily

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: $100,000-$112,000
• Target annual bonus percentage: 10%

*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:

We believe our business and our culture are strongest when we work together in person. We also know that it's helpful to have some flexibility to work remotely. Most roles work in the office 3+ days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 3-4+ days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.

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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