Sr. Training Specialist

At PitchBook, a Morningstar company, we are always looking forward. 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. 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:

• 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, Additional medical wellness incentives, Life cover.
• Emotional Health: Paid sabbatical program after four years, Paid parental leave, Robust training programs on industry and soft skills, Minimum 25 days annual leave and volunteer days.
• Social Health: Employee resource groups, Employee referral bonus program, Quarterly team building events, Income protection, Shared ownership employee stock program, Transportation stipend.

Please note: The benefit and perk offerings are subject to plan documents and may change during employment.

Working Conditions:

At the heart of our company is a belief in the power of in‑person collaboration. We expect the role to be in the office 5 days a week. The job conditions are in a standard office setting with PC and phone usage 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.

Equal Opportunity: As an equal opportunity employer, PitchBook is dedicated to inclusive hiring. Answering the following questions will help us to ensure we are carrying out equitable and fair hiring practices. Equity and diversity questions will be used for reporting and compliance purposes only.

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