Drive CB Insights' growth for our new customer base
The role you'll play:
The CB Insights Account Manager is responsible for maintaining a portfolio of freshman customers that include the world’s leading corporate Strategy and Innovation groups along with venture capital firms. In this role, you will delicately govern customer relationships and consistently illustrate the value delivered through CB Insights' software & services. You will serve as the internal voice of the customer while working with other CB Insights teams to exceed customer expectations. Your performance is based on specific metrics associated with product adoption, expansion & retention, with the biggest emphasis on driving high utilization for our first year customers.
About the Customer Success Team:
Working on our team is unique mostly because of our amazing clients, the problems we are helping them solve, and our team's diversity.
Every day our team speaks with the best and brightest people at Fortune 500 companies. Our clients are looking to us to help them solve interesting challenges on how some of the largest organizations in the world are adapting to emerging tech trends. Being a part of the CBI Customer Success team means being a part of that equation.
The uniqueness of the CS Team is driven by our group's diversity. You can look around and you'll find very few people with similar backgrounds. We each bring our own story which creates a very special environment for creativity, fun, strategy, and success.
Your Main Tasks:
- Drive adoption for all new enterprise customers assigned to your portfolio by working closely with our Senior Onboarding Specialist during the customer’s first 30 days, and continuing to drive consistent product adoption throughout the customer lifecycle
- Tailoring your strategy with each customer to fit their specific needs and success outcomes
- Work closely with your Account Executive partners on growing and expanding the customer spend via upsell and cross-sell
- Implement Customer Success Plans for assigned accounts
- Effectively solve ad-hoc customer issues as needed
- Bring to bear predictive renewal analytics to identify customer expansion opportunities & churn risks
- Collaborate across the organization to ensure strong customer feedback loop, productive client campaigns, and successful land-and expand activities
- Stay current & educate customers on CB Insights’ products, competitive landscape & innovation trends
- Embrace & contribute to Customer Success team standard methodologies
What you bring to the table:
- B.S. or B.A. in business management, finance, economics or similar study. MBA preferred.
- Validated results in prior role.
- At least 2 years of sales, account management and/or customer success experience, preferably within enterprise software or SaaS.
- Expertise with Excel and CRMs, preferably Salesforce.
- Proficiency communicating data via Excel, Salesforce and other business intelligence tools.
You will be successful here if you have:
- Real passion for advising clients.
- The ability to establish credibility with key customer decision makers & influencers, including C-suite level.
- Innate curiosity and a passion for learning.
- Strong verbal/written communication & presentation skills combined with extraordinary listening skills.
- Strong problem solving & analytical skills that allow you to formulate solutions that deliver real business value.
- Ability to recognize and maximize new business opportunities.
- Strong negotiation skills with the ability to make sound recommendations
- Multi tasking down to a science; handling multiple accounts & assignments simultaneously.
- High motivation with an insatiable drive, relentless hunger for success, unwavering competitiveness, and a strong growth mindset.
Please note this is a US-based role.
In addition to base salary, this role is also eligible for commission.
A little bit about our pay practices: Typically, we will hire at our Hiring Target, but actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints.
Compensation
$75,000—$95,000 USD
What we're all about
We're on a mission to advance the technology economy -- one driven by innovation, markets, and entrepreneurship. We believe a thriving technology economy powers a thriving society. By synthesizing, analyzing and visualizing millions of data points, we deliver a 360° view of the technology economy – powering the insights that buyers, sellers, investors, and advisors need.
As a CBIer, you can expect to leverage generative AI to drive creativity, efficiency, and strategic decision-making. Our culture is infused with the spirit of exploration and experimentation – and AI is a catalyst for new ideas and breakthrough solutions.
CB Insights Leadership Principles
At CB Insights, everyone is expected to be a leader. These leadership principles are like an operating system for our culture. Use the principles as a practical guide to making decisions.
We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work.
- Solve customer problems. It’s our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process.
- Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life.
- Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren’t built from afar.
- Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed.
- Danger zones:
- Bureaucracy. May the best ideas and execution win.
- Complexity. Leaders use frameworks and systems to simplify.
- No commitment. Leaders don’t compromise just to get along. Debate. Disagree. But once a decision is made, commit.
- Leaving what’s important unsaid or undone. No “circling back.”
- Data informs. Insight transforms. Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity.
- Insist on excellence. Leaders set high standards and overcome obstacles. They do the kind of work they’re excited to share with the world.
- Live off the land. Leaders creatively use resources already available to them – especially AI – to execute and automate their work.
- Good judgment. Leaders have it. Where it comes from: insight, listening, first-hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones.
- Help others. Leaders know we’re building this together.
You’ll want to work here if
- You are excited about how AI is transforming tech
- You are hungry for feedback and the chance to grow
- Your instinct is to work smarter not harder
- You love developing as a SME with a POV
- You are motivated by challenges and big ideas
- You believe in radical personal accountability
You don’t want to work here if:
- You are a tech pessimist
- Radical Candor is not your style
- You like to build big processes
- You stay @ the 30,000 foot view instead of digging into the details
- You prefer to operate in your comfort zone
- You expect to be judged by outputs instead of outcomes
What we offer:
- Award-winning culture: recognized by Inc., Glassdoor, and Built-in for leadership, career opportunity, and engagement
- Industry Insight: over 500k+ people follow our tech newsletter: sign up here
- Holistic compensation: cash, rich healthcare insurance benefits including PPO, HSA, and FSA options, Gympass, multiple mental health resources, pet insurance, 401k match, annual education stipend, and generous paid time off.
About our pay practices
We believe in recognizing and rewarding excellence. Our commitment to fairness means that compensation decisions consider factors like qualification, location, internal equity, and market data.
Our compensation philosophy goes beyond base salary. To align with your dedication and success, we offer total compensation as innovative as the work we do - this includes variable cash potential, 401k matching, flexible healthcare options plus mental health and gym resources, professional development and education stipends, great PTO, and more.
Equal Opportunity Employer: At CB Insights we know that innovation comes from collaboration, belonging, and diverse perspectives. We’re proud to be an equal opportunity employer - all applicants are considered for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Top Skills
What We Do
CB Insights fuses machine learning, algorithms, data and visualizations together to help large enterprises ask, answer and articulate compelling answers to difficult questions - about growth, about competition and about the markets and technologies of the future.
Why Work With Us
It's quite simple: the people, product and personality. CB Insights team is one where the brains are big and egos are small. We have an industry standard product loved by customers and we've taken data and analytics to predict tech trends and made it conversational and interesting.
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