PitchBook · 16 hours ago
Technical Support Specialist
PitchBook, a Morningstar company, is dedicated to innovation and collaboration. They are seeking a Technical Support Specialist to provide direct technical support to clients, troubleshoot complex issues, and enhance customer experience with the PitchBook platform.
AnalyticsFinanceVenture Capital
Responsibilities
Perform in-depth troubleshooting to identify and solve complex support issues that were escalated by other support levels
Provide advanced technical support to our customers on a variety of integrations including CRM, Single Sign-on (SSO) and Security Assertion Markup Language (SAML) and serve as the technical subject matter expert
Work collaboratively with support team with an emphasis on providing guidance and expertise to fellow customer support specialists
Support our clients by investigating user-reported issues, documenting clear steps to reproduce issues and providing clear, concise case history
Collaborate with Product and Engineering teams for Product enhancements and bug fixes
Use superb communication skills, both oral and written, to effectively communicate and collaborate with front-end application users, IT professionals, vendor partners, and internal teams
Create documentation with a goal of making users more efficient and self-sufficient over time
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested
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
Required
Bachelor's degree or equivalent experience
2+ years of experience in technical support or equivalent skills and knowledge
Prior experience with CRM systems (Salesforce and Dynamics) and SAML/SSO a plus
Have excellent verbal and written communication skills with a keen eye for detail
A client first attitude and love to engage with customers
Interested in financial markets or services, particularly private equity and venture capital
Ability to operate with a strong sense of urgency and deliver results
Have terrific prioritization skills to manage scheduled call volume in parallel with case work
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
Benefits
Comprehensive health benefits
Additional medical wellness incentives
STD, LTD, AD&D, and life insurance
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
Matching gifts program
Employee resource groups
Subsidized emergency childcare
Dependent Care FSA
Company-wide events
Employee referral bonus program
Quarterly team building events
401k match
Shared ownership employee stock program
Monthly transportation stipend
Company
PitchBook
PitchBook offers financial data and tools on companies, deals, investors, and markets to support sales and business development.
Funding
Current Stage
Late StageTotal Funding
$13.8MKey Investors
Morningstar
2016-10-14Acquired
2016-01-27Series B· $10M
2009-09-25Series A· $3.8M
Leadership Team
Recent News
2026-01-17
2025-12-19
Company data provided by crunchbase