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

At PitchBook we believe our people are what set us apart, and as a member of the People team your contributions will directly impact the success of our employees and the company.  PitchBook is a values-driven company. Our team embodies these values in everything we do, and we take pride in setting a positive example for our colleagues at all levels.

The People team fosters a culture of collaboration, and we hold ourselves to a high bar to consistently deliver an exceptional employee experience. We create a positive environment where employees are supported and empowered to do their best work. We push ourselves to continuously learn while leveraging diverse skill sets and perspectives to create employee-centric programs that are as impactful as they are fun. If you are driven to do great work and are committed to doing your job with passion, you have found the right team!

This Senior Training Specialist is part of PitchBook’s global Learning & Development team and is focused on new hire training and ongoing capability development for employees in our Commercial teams. This role is primarily responsible for facilitating high-impact training experiences, with a regional focus across London and APAC (including Singapore). In addition to facilitation, this role plays a critical function in capturing and representing the Voice of the Customer (VoC) within the region. This includes conducting needs assessments, developing and maintaining learner profiles, consulting with leaders on upskilling priorities, and shadowing sales and customer service representatives to surface regional skill gaps and development needs. Insights gathered are synthesized and shared with the broader PB Learning team to ensure training programs remain relevant, effective, and aligned with business priorities. The ideal candidate blends strong facilitation expertise, regional business context, and a consultative mindset to drive learner engagement and measurable performance outcomes.

Primary Job Responsibilities

Facilitate onboarding and ongoing training programs that support both new hires and tenured employees in building foundational knowledge and advancing skills over time
Deliver engaging, high‑quality training aligned to curriculum standards, learning objectives, and adult learning best practices
Apply a clear understanding of the learner profile (experience level, tenure, region, and business context) to adapt facilitation approach and instructional emphasis
Create psychologically safe learning environments that encourage participation, discussion, and practical application
Adapt facilitation approach to regional, cultural, and audience contexts while maintaining global program standards
Manage multi‑session or cohort‑based training programs with consistent cadence, applying advanced facilitation techniques to sustain engagement and learning transfer
Partner with Learning Operations and Program Managers to plan, execute, and adapt training delivery for the Commercial organization on a regular cadence
Support implementation planning by coordinating timelines, logistics, materials, and delivery requirements for training programs
Manage and maintain assigned training materials, ensuring content remains accurate, relevant, and aligned to defined learning objectives
Recommend and contribute to iterative updates to training materials and delivery methods based on learner feedback, facilitation observations, performance signals, and stakeholder input
Partner with Program Managers and Instructional Designers to implement approved updates and improvements to training content and assets
Track and report on training program effectiveness using defined indicators such as learner engagement, feedback, completion, and observable learning outcomes
Contribute insights on facilitator effectiveness based on session observations, learner feedback, and delivery consistency
Contribute to data collection and reporting processes as part of ongoing program evaluation
Consult with cross‑functional stakeholders to understand business priorities, learner needs, and contextual factors that inform training design and delivery
Partner with first‑line managers and local leaders to understand team‑level skill gaps, performance expectations, and regional nuances, using these insights to shape upskilling approaches
Engage learners and managers through structured and informal feedback mechanisms, including Voice of Customer (VoC) reviews, session debriefs, and post‑training follow‑ups
Shadow teams and observe workflows to deepen understanding of learner context and real‑world application of skills
Translate learner, manager, and stakeholder insights into actionable recommendations for training improvement
Balance multiple stakeholder perspectives while advocating for training approaches grounded in learner needs, data, and adult learning best practices
Build trusted relationships that support shared ownership of training outcomes and continuous improvement
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 required
5+ years of experience as a SaaS Sales, Engagement, Support Training Specialist, or higher role (6+ if a mix of other industries)
Experience delivering training and coaching to technical and non-technical professionals on a global and regional scale
Ability to effectively present material to groups of all levels in person and via phone/virtual classroom
Familiarity with modern sales, engagement, or support processes and concepts
Experience using a Learning Management System (LMS) and executing “blended learning” curriculum
Prior experience with Salesforce (or similar) preferred
Excellent interpersonal and communication skills. Must be able to work effectively with all levels in the organization
Strong project management skills with demonstrated ability to manage multiple projects or priorities at once
Metrics driven: has evaluated and measured effectiveness of trainings
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 the United Kingdom without the need for visa sponsorship now or in the future

Benefits At PitchBook

Physical Health

Private medical insurance
Dental scheme
Additional medical wellness incentives
Life cover

Emotional Health

Paid sabbatical program after four years
Paid parental leave
Education subsidies
Robust training programs on industry and soft skills
Minimum 25 days annual leave and volunteer days

Social Health

Employee resource groups
Company-wide events
Employee referral bonus program
Quarterly team building events

Financial Health

10% Pension contribution
Income protection
Shared ownership employee stock program
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.

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.

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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Sr. Training Specialist