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PitchBook · 3 hours ago

Customer Support Specialist

Seattle, WA

Full-time

Onsite

Entry Level

$55K/yr - $55K/yr

1+ years exp

PitchBook, a Morningstar company, is committed to innovation and collaboration. The Customer Support Specialist Tier 1 role involves providing direct customer support and troubleshooting issues to enhance the customer experience.

AnalyticsFinanceVenture Capital

Culture & Values

No H1B

Responsibilities

Respond to chat, phone, and email contacts from customers

Achieve contact volume and quality goals measured quarterly

Communicate effectively, both written and verbally, to ensure smooth resolution of customer issues

Work collaboratively with other support specialists to resolve customer questions and issues

Work continuously to document the details of each interaction in Salesforce to easily research customer issues and to inform product improvements

Partner with global teams to ensure continuous support availability during required business hours

Support the vision and values of the company through role modeling and encouraging desired behaviors

Participate in various company initiatives and projects as requested

Qualification

Customer service experienceSalesforce proficiencyMicrosoft Office proficiencyVerbal communicationWritten communicationPrioritization skillsClient first attitudeInterest in financial marketsTeam playerAdaptability

Required

1+ years of experience in a customer service role

A client first attitude and enjoy engaging with customers

Ability to stay updated with changing industry and financial market trends while adapting to internal organizational updates and changes

Excellent verbal and written communication skills with a keen eye for detail

Ability to operate with a strong sense of urgency and deliver results

Terrific prioritization skills to handle high call volume in parallel with project work

Ability to adapt to a corporate culture and seamlessly adopt guidelines and processes set forth by the organization

Comfortable to engage with a diverse array of customers

Team player with the desire to try new ideas in order to achieve greater levels of success

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

Must be authorized to work in the United States without the need for visa sponsorship now or in the future