Enterprise, Customer Success Manager
RingCentralSalary not specified
Full Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Technology, Market IntelligenceIndustries
Requirements
- B.S. or B.A. in business management, finance, economics or similar study
- Validated results in prior role
- At least 5 years of prior 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
- Real passion for serving customers
- Desire to learn and maintain a point of view on the current landscape of technology trends especially GenAI
- The ability to establish credibility with key customer decision makers & influencers
- Strong verbal/written communication & presentation skills; extraordinary listening skills
- Strong problem solving & analytical skills; formulates solutions that deliver real business value
- Ability to recognize and maximize opportunities
Responsibilities
- Actively serve a portfolio of assigned strategic accounts so that customers may achieve their positive business outcomes via CB Insights’ software & services
- Drive customer software engagement & development of power users across customer organizations on a personalized level and at scale
- Own and maintain deep relationships with the Economic Buyers and senior level contacts within the portfolio of accounts
- Design and manage account plans for assigned accounts
- Collaborate with CB Insights’ business development team to expand customer relationships outside of the active team(s), leveraging CB Insights
- Own the commercial requirements for the renewals and growth for the assigned portfolio of accounts
- Maintain communication & governance protocols across customer & CB Insights’ teams
- Effectively solve ad-hoc customer issues as needed
- Bring to bear predictive renewal analytics to identify customer expansion opportunities & churn risks
- Collaborate with Marketing to demonstrate customer communication campaigns
- Provide continuous customer feedback to CB Insights’ Product team
- Stay current & educate customers on CB Insights’ products, competitive landscape & innovation trends
- Embrace & contribute to Customer Success team standard methodologies
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the compensation for the Senior Customer Success Manager role?
This information is not specified in the job description.
Is this Senior Customer Success Manager position remote or does it require office work?
This information is not specified in the job description.
What key skills are needed for the Senior Customer Success Manager role?
Key skills include maintaining customer relationships, driving product adoption and engagement, account planning, collaboration with internal teams, and using predictive analytics for renewals and expansion.
What is the company culture like for the Customer Success team at CB Insights?
The team is unique due to amazing clients solving interesting challenges for Fortune 500 companies, and its diversity with team members bringing varied backgrounds that foster creativity, fun, strategy, and success.
What makes a strong candidate for the Forward Deployed Strategist role?
Strong candidates excel at managing strategic accounts, building deep relationships with senior executives, driving software adoption and business outcomes, collaborating across teams, and leveraging analytics for renewals and expansion.
CB Insights
Market intelligence platform for investment insights
About CB Insights
CB Insights provides a market intelligence platform that analyzes large amounts of data to deliver real-time insights about startups, venture capital firms, and market trends. The platform processes millions of data points, including private company financials, funding rounds, patent filings, and partnership announcements, helping clients identify emerging trends and investment opportunities. Clients, which include venture capitalists and corporate strategists, access the platform through a subscription model that offers features like automated news tracking, funding alerts, and predictive analytics, such as Mosaic scores that indicate a company's health and growth potential. CB Insights stands out from competitors by offering tailored subscription services that enhance decision-making efficiency and streamline due diligence processes. The company's goal is to provide actionable insights that help clients make informed investment and strategic decisions.
New York City, New YorkHeadquarters
2009Year Founded
$12.2MTotal Funding
SERIES_ACompany Stage
Data & Analytics, FintechIndustries
201-500Employees
Benefits
Amazing culture that emphasizes Hard Work, High Standards, Hunger, Helpfulness, and Humility. Learn more here
A newsletter that 700k+ people follow
Be Healthy: Health with HSA and FSA options, dental, and vision insurance along with unlimited/take what you need sick day policy
Plan for the future: 401k with up to 4% match
Continued Learning: $1,000 yearly continuing education stipend
Rest and Relax: Competitive vacation and holiday plans
Refuel: In-office lunch stipend, snacks/coffee
Risks
Emerging platforms offering similar services at lower costs threaten market share.
Rapid tech advancements may outpace CB Insights' current capabilities.
Stricter data privacy regulations complicate data collection and analysis.
Differentiation
CB Insights offers real-time insights into startups and market trends.
The platform provides predictive analytics like Mosaic scores for company health assessment.
Subscription-based model tailors access to comprehensive data and analytical tools.
Upsides
Growing interest in AI healthcare solutions boosts CB Insights' AI Readiness Index.
Rise of fintech in Southeast Asia enhances CB Insights' market intelligence offerings.
Increasing tech IPOs in 2024 expand CB Insights' IPO tracking tools.
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