Sr. Customer Experience Specialist

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About the role

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, creating 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 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: • Manage and support the execution of a global client event strategy, with a focus on EMEA-based events designed to support in-person interactions for our Commercial team driving growth and retention • Manage and support the end-to-end event planning process including venue and catering requirements, signage, shipping, swag and event documentation as needed • Manage and support the internal enablement process with the Commercial team from pre-event through delivery and client follow up’s driving the next best action • Coordinate on-site event needs – printing, giveaways, signage • Oversee and maintain our client gifting platform, Sendoso, including campaign and inventory management, as well as support for Commercial • Support our global conference strategy as requested • Participate in various company and or team initiatives and projects as requested • Support the vision and values of the company through role modeling and encouraging desired behaviors Basic Qualifications: • Bachelor’s degree • 3+ years of relevant professional experience in Marketing and Events Management • Must be authorized to work in the United Kingdom without the need for visa sponsorship now or in the future Preferred Qualifications: • A True Team Player. Ability to work productively across diverse teams in rapidly changing conditions. Partnership and collaboration are a fundamental requirement • Relentlessly High Standards. Ability to simultaneously manage multiple projects and priorities. Detail oriented and deadline driven • Ability to travel 1 – 3 times per

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