Instructional Designer, Customer Education

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:

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!

Are you looking for an opportunity to own work that challenges and makes a difference in helping our clients become experts on our Product? PitchBook’s Instructional Designer, Customer Education is responsible for designing and developing engaging, measurable learning solutions to improve our client’s product knowledge and adoption. This role partners closely with the Account Management and Customer Success teams who work directly with our clients. Together, instructional designers and subject matter experts work with key business stakeholders to develop innovative and high-quality learning programs and initiatives aligned with PitchBook’s strategic goals. 

 

Primary Job Responsibilities:

• Apply adult learning theory to design and build learning solutions and experiences   
• Design and develop instructionally sound learning solutions and experiences   
• Consult and collaborate with business stakeholders and SMEs to define options for learning solution design 
• Own and project manage the design, develop, and test phases for learning assets and evaluation instruments 
• Leverage creative, immersive learning methodologies and mixed modalities in learning experience/product design and development  
• Execute multimedia projects while developing a deep understanding of the PitchBook product suite and how it benefits various customer segments. 
• Collaborate with other instructional designers, media specialists, learning technology, and subject matter experts to dynamically create learning solutions  
• Partner with Customer Education Team to monitor completion, comprehension, and retention of the content to identify training effectiveness and improvement opportunities   
• Build effective working relationships, including communicating effectively with partners and stakeholders 
• Demonstrate good judgment and analytical problem-solving methods  
• Learn multiple systems and processes quickly   
• 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 or equivalent experience required 
• 3+ years previous experience in instructional design 
• Ability to analyze and logically organize complex information into instructionally sound training materials that excite and engage learners   
• Demonstrated capability with eLearning software such as Captivate, Articulate, Camtasia, and similar authoring tools and platforms for creating rapid animation or graphic-rich design 
• Demonstrated experience with presentation and graphics tools (PowerPoint, Illustrator, Photoshop, InDesign, Canva)   
• Demonstrated design expertise across a broad range of learning modalities focused on adult learners 
• Demonstrated ability to run multiple, complex projects, strong project management, and ability to multi-task and continually prioritize changing projects tasks and deliverables   
• Excellent grammar and writing proficiency for global English  
• Excellent interpersonal skills, including both written and oral communication skills   
• Creative thinker and self-starter, with a proactive approach to resolving problems and issues  
• Demonstrated attention to detail and an overall focus on the design of high-quality learning experiences  
• Brings a customer service mentality to the work  
• Works well independently and as part of teams  
• Eager to learn, grow, and build skills, while working in a fast-paced environment  
• Learning Management System (LMS) experience, specifically Skilljar, is a plus  
• 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
• Target annual bonus percentage: 10%

 

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+ 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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