Sr. Customer Experience Specialist, Events & Partnerships

At PitchBook, a Morningstar company, 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:

The Marketing team at PitchBook is critical to fueling the company’s growth by utilizing a variety of strategies to support our Sales and Customer Success departments grow and retain our client base. The Marketing department is responsible for all demand generation efforts by executing engaging campaigns, effective product marketing strategies, and attending client and trade-show events. The Marketing team is also responsible for promoting the PitchBook brand.

PitchBook’s Sr. Customer Experience Specialist plays a key role in executing impactful experiences and programs that support our growing Customer Success team. This position focuses on supporting client events globally and a targeted gifting strategy to enhance client relationships and strengthen our brand presence. This role requires strong organizational and communication skills, so we are looking for a candidate eager to experiment, explore new tactics, and continually improve our ability to connect with our customers.

This role thrives in a fast-paced, ambiguous environment while offering support over an aggressive roadmap of marketing opportunities. The ability to work effectively across various internal and external teams including Sales, Customer Success, and Creative is critical to support a cohesive approach to our events and gifting strategy.

Primary Job Responsibilities:

• Support the execution of a global client event strategy – designed to support in-person interactions for our Sales and Customer Success teams
• Support (and manage when necessary) end-to-end event planning process including venue and catering requirements, signage, shipping, swag, and event documentation as needed
• Coordinate on-site event needs – printing, giveaways, and signage
• Oversee and maintain our client gifting platform, Sendoso, including campaign and inventory management, as well as support for Sales and Customer Success
• Support the Company Store as necessary
• 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
• 3+ years of relevant professional experience in Marketing and Events Management
• A true team player with the ability to work productively across diverse teams in rapidly changing conditions. Partnership and collaboration are a fundamental requirement
• Relentlessly high standards with the ability to simultaneously manage multiple projects and priorities. Detail oriented and deadline driven
• Ability to travel 1-3 times per year
• Excellent written and oral communication skills
• 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. Experience with automation software and project planning tools are preferred
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

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: $78,000-$85,000
• Target annual bonus percentage:

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.

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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