Senior Customer Success Manager at CB Insights

New York, New York, United States

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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

Customer Success

Account Management

Strategic Accounts

Customer Onboarding

Product Adoption

Customer Retention

Account Expansion

AI Solutions

Data Insights

Decision Making

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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