Associate Data Analyst, Customer Support

PitchBook Data•Seattle, WA

2d•$75,000 - $75,000•Onsite

About The Position

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! As an Associate Data Analyst, Customer Support, you will utilize your analysis skills to interpret client data requests and deliver packaged analytics used by some of the largest private capital investors, investment banks and service providers globally. As an Associate Data Analyst, Customer Support, you will work with the support team to create complex customized reports for clients. Customer experience pain points you identify will inform product improvements and allow PitchBook to optimize the platform for customers worldwide.

Requirements

Bachelor’s degree or equivalent experience required
1-3 years’ experience in financial services role or experience working with large datasets and/or 1+ years of Tier 2 Customer Support at PitchBook
Proficient with Salesforce or similar CRM preferred
Strong proficiency with MS Excel including pivot tables and advanced formulas
Have experience working in SQL
Have excellent verbal and written communication skills with a keen eye for detail
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 related to project work
Strong understanding of financial concepts such as valuation techniques (DCF, comps, etc.), IRRs, asset allocations, etc.
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

Responsibilities

Build custom charts and visualizations using Salesforce, Excel, and SQL
Utilize strong Microsoft Excel and SQL skills in order to provide high-quality data analysis and support to clients
Serve as a data expert for all use cases that utilize PitchBook’s broad database
Communicate effectively, both written and verbal to ensure smooth resolution of customer requests
Manage and complete time-sensitive custom research requests for subscribing clients
Manage and respond to inquiries from clients and internal colleagues and the general public regarding data requests and published research
Work collaboratively with support team with an emphasis on providing guidance and expertise to Tier 1 and 2 specialists
Work continuously to document the details of each interaction in Salesforce in order to easily research customer projects and to inform product improvements
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested