Customer Trainer

Overview

At Pitch Book, 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, Pitch Book is the place for you.

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 Pitch Book 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!

Customers are King! Each and every day the Customer Success Team works to ensure that our clients are maximizing the value they receive from Pitch Book. Onboarding, training, support, business development and renewals are handled by the Customer Success team. Customer Success does whatever it takes to ensure our customers achieve their goals and continue to grow their engagement with the Pitch Book Platform.

The Customer Trainer is responsible for designing and facilitating scalable learning experiences that enable Pitch Book customers to achieve their desired success. They partner with our curriculum development team to build engaging training experiences and then deliver training to our customers in the form of live, instructor-led workshops. The Customer Trainer will be part of a new division in the Customer Success department focused on Customer Education.

Each facilitated training will help scale our resources internally and provide our customers with learning and certification opportunities to level-up their professional skillsets.

• Partner with curriculum developers to design engaging, instructor-led training sessions
• Facilitate group training sessions to drive product adoption and enable customers to achieve their desired success
• Manage the live training calendar hosted on our learning management system (LMS)
• Record instructional videos and product demonstrations for e-learning courses
• Maintain live training curriculum and implement improvements based on learner and Customer Success team feedback
• Analyze data from live training sessions to demonstrate the impact of training on desired business outcomes
• Be a resourceful learner—someone who consistently looks for ways to better understand the industry and clients Pitch Book serves (venture capital, private equity and M&A)
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

• Bachelor s degree
• 3+ years of experience designing and facilitating live learning or similar experience training customers on a software product
• Excellent verbal communication and presentation skills
• Ability to facilitate an interactive group training environment for up to 25 participants
• Demonstrated experience delivering virtual instructor-led training using Zoom
• Strong interest in adult learning theory and ability to put new concepts into practice
• Strong bias for action; ability to juggle multiple priorities and effectively deliver in a…