Administrative Assistant, Account Management & Customer Success

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!

The Administrative Assistant provides support to the Chief Customer Officer, in addition to key senior personnel across the Account Management & Customer Success department. You must be a determined, focused, and flexible person who takes initiative and possesses a high level of attention to detail. Clear communication will be critical, as you'll be responsible for multiple tasks running concurrently. You should have a demonstrated track record of organizational excellence and adapting to urgent and unforeseen priorities as need be.

 

Primary Job Responsibilities:

• Effectively partner with department head to help maximize their daily effectiveness
• Demonstrate effective, dynamic, and mindful calendar management. This requires interaction with both internal and external stakeholders to coordinate a variety of meetings across various time zones
• Learn and manage the executive’s preferred system for prioritizing, organizing, and replying to emails and other communications
• Prioritize and decide what meetings need to take place, when, for how long, with which attendees, and with what prep materials
• Complete thorough note-taking in team meetings, including a summary of follow-up action items, and distribute notes to appropriate stakeholders in a timely manner
• Maintain the strictest confidence with sensitive matters, including preparing and reviewing documentation when dealing with confidential information
• Oversee frequent travel arrangements for department head by completing itineraries, expense reports, and coordinating transportation and lodging as needed
• Collaborate with team managers to better understand and relieve bottlenecks across department
• Support and collaborate on planning of all-up events including All Hands, offsite strategic planning meetings, company events, and other activities as needed
• Support department projects of all sizes in coordination with our Customer Success Administration team and ensure deadlines are being met
• Gather and prepare presentations for company-wide meetings as needed
• Work collaboratively with other administrative assistants within the organization to provide comprehensive executive support
• 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 and 1+ year of corporate working experience or 2+ years of professional administrative experience
• Effective written and verbal communication skills
• Think creatively and independently to tackle challenges, solve problems, and get results
• Desire to take on challenges
• Ability to balance the big picture with attention to detail
• Ability to react with appropriate urgency to situations and requests
• Strong cross-team collaboration and organizational skills
• Strong attention to detail and problem-solving skills
• Significant experience with Microsoft Outlook and overall Microsoft Office suite

 

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: $60,000-$70,000
• Target annual bonus percentage: 7.5%

 

*Starting pay will be based on several factors and commensurate with qualifications & experience. We also have a location-based compensation structure; there may be different ranges for candidates by location. 

 

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 4+ 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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