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 PitchBook IT Team provides our end-users with top-notch customer service and efficiency. Our team is highly collaborative in supporting our worldwide users in person, as well as remotely. We share a passion for technology and happily share our expertise among ourselves and our customers.
The AI Enablement Specialist helps PitchBook employees become confident, effective, and responsible users of AI. Working primarily with non-technical teams, this role teaches practical AI skills, helps employees build agents, prompts, and workflows, and scales high-impact use cases across the organization. Beyond hands-on support, the role extends PitchBook's AI governance and adoption program - reinforcing responsible-use practices, supporting the connector/MCP intake and delivery process, and contributing to the metrics that demonstrate AI's value to leadership.
This position operates in a service-oriented model with a specialty in AI education, enablement, and best practices, with success measured by adoption and business outcomes rather than activity alone. This is an enablement and end-user support role, not an infrastructure or platform-engineering role. It does not include building or maintaining underlying AI infrastructure, model hosting, or CI/CD pipelines.
Primary Job Responsibilities:
- Provide hands-on AI support to primarily non-technical employees using Copilot, Claude, and ChatGPT
- Help employees build and refine AI agents, prompts, shortcuts, and efficiency workflows
- Translate AI concepts into clear, practical guidance that employees can apply immediately
- Design and deliver role-specific enablement sessions and office hours grounded in the actual job functions of the team being trained, rather than generic AI overviews
- Build scalable enablement mechanisms — a champions/ambassador network, recorded training, reusable templates, and integration of AI onboarding into the employee experience
- Own the AI connector/MCP lifecycle from request through approval, installation, connectivity, validation, and user training — closing the gap between "approved" and "actually working." Reinforce data-sensitivity and governance practices throughout
- Partner with Technology and People teams to identify and scale high-impact AI use cases
- Stay current on AI capabilities, limitations, and responsible-use guidelines
- Contribute to an AI impact scorecard tracking adoption, productivity gains, and business outcomes
- Provide ongoing insights to leadership on AI trends, risks, and opportunities relevant to the business
- Support the vision and values of the company through role modeling and encouraging desired behaviors
- Participate in various company initiatives and projects as requested
Basic Qualifications:
- Bachelor’s degree
- 2+ years experience supporting end users in a service, help desk, enablement, or training role
- Demonstrated hands-on experience using Microsoft Copilot, Claude, and ChatGPT in a professional environment — e.g., building agents, automating multi-step workflows, connecting AI tools to other systems, and analyzing data to produce usable outputs
Preferred Qualifications:
- Portfolio of AI tools, automations, or agents you have personally built (professional or personal)
- Ability to guide users on when and how to use different AI tools effectively
- Experience helping non-technical users build AI-driven workflows, agents, or automations
- Strong understanding of AI best practices, responsible use, and data sensitivity
- Comfort working within data classification and governance frameworks, and sound judgment about data sensitivity
- Comfortable performing hands-on configuration and connectivity setup for AI integrations (connectors, MCP servers, authentication), not just advising on them
- Familiarity with AI governance and risk frameworks and the judgment to apply them sensibly in day-to-day enablement and connector work
- Excellent customer service skills; patient, approachable, and empathetic communicator
- Strong written and verbal communication skills
- High curiosity and continuous learning mindset related to AI technologies
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
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
- Annual base salary: $85,000-$110,000
- 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.
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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Skills Required
- Bachelor's degree
- 2+ years supporting end users in a service, help desk, enablement, or training role
- Demonstrated hands-on experience using Microsoft Copilot, Claude, and ChatGPT in a professional environment (building agents, automating workflows, connecting AI tools, analyzing outputs)
- Must be authorized to work in the United States without the need for visa sponsorship now or in the future
- Portfolio of AI tools, automations, or agents you have personally built (preferred)
- Ability to guide users on when and how to use different AI tools effectively
- Experience helping non-technical users build AI-driven workflows, agents, or automations
- Strong understanding of AI best practices, responsible use, and data sensitivity
- Comfort working within data classification and governance frameworks
- Comfortable performing hands-on configuration and connectivity setup for AI integrations (connectors, MCP servers, authentication)
- Familiarity with AI governance and risk frameworks
- Excellent customer service skills; patient, approachable, and empathetic communicator
- Strong written and verbal communication skills
- High curiosity and continuous learning mindset related to AI technologies
PitchBook Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PitchBook and has not been reviewed or approved by PitchBook.
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Strong & Reliable Incentives — Sales compensation includes meaningful on‑target earnings with substantial upside when quotas are achieved. Variable pay structures are portrayed as rewarding top performance.
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Leave & Time Off Breadth — Time‑off offerings include flexible PTO, paid holidays, volunteer time, and a paid sabbatical after a defined tenure. These elements are emphasized as standout parts of the package.
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Retirement Support — Employer 401(k) matching is prominently featured in official materials and postings. This reinforces a focus on long‑term financial security as part of total rewards.
PitchBook Insights
What We Do
We’re a rapidly growing financial data and software company covering the private and public financial markets. Through our award-winning product, we provide comprehensive data and analysis on the capital markets to help professionals discover and execute opportunities. An independent subsidiary of Morningstar, PitchBook currently has offices in Seattle, San Francisco, New York, London, and Mumbai.
Why Work With Us
At PitchBook, culture isn’t just working hard and having fun—it’s believing in what we do and having the desire to grow as much as our company does. We take pride in fostering a learning environment where development is key and your input is valued.
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