Client Success Specialist

PitchBook Data; Singapore; On-site; SGD 42,000 - 60,000; Full time

Benefits offered by this job

Private medical insurance

Private life insurance

Parental leave

Education subsidies

Generous vacation and sick days

Job summary

PitchBook Data, a Morningstar company, seeks a Customer Support Specialist Tier 1 to provide direct assistance to existing PitchBook clients from our Singapore office. You will resolve inquiries via chat, phone, and email, document interactions in Salesforce, and collaborate with global teams to ensure continuous support during business hours.

The role requires a client-first attitude, 1+ year in customer service, and a keen interest in financial markets.

Qualifications

• Bachelor’s degree preferred
• 1+ years of experience in a customer service role
• A client first attitude and enjoy engaging with customers
• Ability to stay updated with changing industry and financial market trends while adapting to internal organizational updates and changes
• Prior experience with Salesforce or similar CRM preferred
• 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
• Terrific prioritization skills to handle high call volume in parallel with project work
• Ability to adapt to a corporate culture and seamlessly adopt guidelines and processes set forth by the organization
• Comfortable to engage with a diverse array of customers
• 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 Singapore without the need for visa sponsorship now or in the future

Responsibilities

• Respond to chat, phone, and email contacts from customers
• Achieve contact volume and quality goals measured quarterly
• Communicate effectively, both written and verbally, to ensure smooth resolution of customer issues
• Work collaboratively with other support specialists to resolve customer questions and issues
• Work continuously to document the details of each interaction in Salesforce to easily research customer issues and to inform product improvements
• Partner with global teams to ensure continuous support availability during required business hours
• 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

Customer service

Communication skills

Detail-oriented

Team player

Education

Bachelor’s degree preferred

Tools

Salesforce

Microsoft Office

Job description

PitchBook Data, a Morningstar company, seeks a Customer Support Specialist Tier 1 to provide direct assistance to existing PitchBook clients from our Singapore office. You will resolve inquiries via chat, phone, and email, document interactions in Salesforce, and collaborate with global teams to ensure continuous support during business hours.

The role requires a client-first attitude, 1+ year in customer service, and a keen interest in financial markets.