Customer Support Specialist

98127 Seattle, Washington PitchBook

Posted 1 day ago

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Job Description

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:

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!

PitchBook's Customer Support Specialist Tier 1 provides direct customer support via phone, email, and chat to existing PitchBook clients. You will work with the support team to troubleshoot customer issues and ensure the best possible customer experience. You work at the front lines, providing real time assistance to clients in need. Customer experience pain points you identify will inform product improvements and allow PitchBook to optimize the platform for customers worldwide.

Primary Job 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 and 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

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

  • This position is non-exempt and paid a salary of $55,000-$55,000
  • Target annual bonus percentage: 7.5%

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments-those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices-that simply can't be replicated remotely. This role is expected to be in the office 5 days a week.

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.

#LI-AD2

#LI-Onsite

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Customer Support Lead

98127 Seattle, Washington Grid

Posted 4 days ago

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Job Description

Customer Support Lead

Today's financial system is built to favor those with money. Grid's mission is to level that playing field by building financial products that help users better manage their financial future. The Grid app lets users access cash, build credit, spend money, optimize their taxes, and lots, lots more.

Grid is a fast-growing team that's deeply passionate about making a difference in the lives of millions. We're solving huge problems and believe that every team member has a big role to play. Come join our growing team in our brand new Seattle office!

The role

We're adding a Customer Support Lead to our team to help us build and scale our core product lines. You'll work closely with product, engineering and business leaders to create a magical experience for our customers. With access to over one million customers and a clear objective to provide an amazing experience, you'll have a significant impact on Grid's progress as a product and business.

Projects and objectives will include resolution of customer problems and/or inquiries, product error or bug mitigation, discovering and implementing new technologies, and scaling the team.

The team

We're focused on serving our users and building a robust product above all else. To this end, Grid's team members experience high levels of autonomy and ownership, and as a company we value curiosity, learning and growth.

What you'll do

  • Scaling: Implement a hybrid of technology and people to provide a premium customer experience.
  • Problem Identification: With growth and new products comes new problems. You'll identify and synthesize problems or issues with our product and engineering teams.
  • Team Scheduling and Structuring: We have a large set of customers that span the country and they depend on us night and day. Scheduling is of utmost importance.
  • Foster a customer experience culture: We believe products and experiences build companies. You'll be instrumental in creating and maintaining clear communication paths within the organization and be the voice of the customer.

What we're looking for:

  • Expertise: Proven experience in customer service and/or support management, including a strong background in people management and quantitative competence.
  • Autonomy and Initiative: Ability to work independently and take ownership of projects, showcasing a proactive approach to identifying key leverage points to enhance the customer experience.
  • Curiosity and Optimism: People who are constantly asking why the world around them works the way it does, and who have the will to change it.
  • Technical Skills: Proficiency in using CRMs as well as basic analytical tools such as Excel and/or SQL.
  • Self Starter: Confidence to prioritize work and deliver demonstrable results on a tight cadence.
  • Domain Knowledge: Demonstrated experience or understanding of the consumer financial services industry.

$70,000 - $90,000 a year

Benefits

Medical

Dental

Vision

401K

Life Insurance

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Customer Support Representative

98093 Federal Way, Washington Columbia Bank

Posted 10 days ago

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Job Description

Customer Support Representative
Corporate Administration
Federal Way,
Washington
**Description**
At Financial Pacific Leasing, we believe that when our people thrive, our business thrives. We're committed to creating a workplace where every associate feels supported, empowered, and inspired to make a difference - for our customers and for each other.
Our culture is strong and built on the values of Trust, Care, Innovation, Continuous Learning, Customer Focus, and Result Orientation. We're excited to connect with candidates who live these values and bring a spirit of collaboration, curiosity, and drive to everything they do. Join us a partner in progress - because at Financial Pacific Leasing, the best way forward is together.
**About Us**
Financial Pacific Leasing, a subsidiary of Columbia Bank, is a commercial equipment leasing and financing company based in Federal Way, WA. Since 1975, we've been a leader in the leasing industry, proud of our people and committed to creating a work environment that is rewarding, challenging, and fun.
**The Position:** In this role, you'll be the ultimate communication guru, using your charm and wit to interact with customers in a way that leaves them with a smile on their face. You'll be the master troubleshooter, swiftly resolving issues and ensuring our customers' happiness. As the liaison between our internal departments and external partners, you'll be the superhero who keeps everything running smoothly. Join us and let's make customer service an unforgettable experience.
**Responsibilities include, but are not limited to:**
+ Answering general lease questions pertaining to contract changes, invoices, insurance and pro-rata rental and various other contract documents
+ Answering Payments, sales and personal property tax questions
+ Calculate and communicate buyouts to customers, brokers and vendors
+ Create Satisfaction Letters
+ Produce payment histories and other documents
+ Explain the Assignment of Lease process
+ Explain and request cancellations of Uniform Commercial Codes
+ Manage the initiation and cancellation of automatic payments
+ Notate databases clearly and consistently
+ Support the processing and modification of vehicle titles
+ Provide exceptional customer service and support to our customers, partners and all levels of staff
+ Maintain confidentiality of all company information
+ Perform all other duties as assigned by management
**Candidate Requirements:**
+ High school graduate or equivalent
+ Strong work ethic
+ Experience working in a call center setting
+ Regular and predictable attendance and punctuality
+ Effective interpersonal skills including
+ Excellent verbal and written communication; effective time management; be team and goal oriented; professional attitude; work well under pressure; have attention to detail, be organized, flexible and honest.
**Benefits:**
We offer a competitive total rewards package including base wages and comprehensive benefits. The hourly pay rate for this role is $20.00 to $25.00 with eligibility to earn incentives. The pay rate for the successful applicant depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, and education. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.
We offer eligible associates cost-effective benefit options including comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, paid time off for vacation, illness, volunteerism, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
**Our Commitment to Diversity:**
Financial Pacific Leasing is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics.
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