Drive CB Insights' growth as part of our Customer Success team.

The role you'll play:

The CB Insights Senior Customer Success Manager (or as known at CB Insights, a Forward Deployed Strategist) is responsible for maintaining a portfolio of Accounts that include some of the world’s leading Corporate Strategy and Innovation groups. Forward deployment means being embedded within the customer’s strategy, helping them leverage our data and AI solutions to automate processes, unlock insights, and drive better decision-making.

This position delicately governs customer relationships and consistently illustrates the value delivered through CB Insights' software & services. The Senior Customer Success Manager serves as the internal voice of the customer while working with other CB Insights’ teams to exceed customer expectations. This individual's performance is based on specific metrics associated with customer on-boarding, product adoption, expansion & retention.

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:

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.

What you bring to the table:

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.

You will be successful here if you have:

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 new business opportunities.
Comfort with negotiation.
Multi tasking down to a science; handling multiple accounts & assignments simultaneously.
A commitment to exceed goals that is internal, constant & self-imposed.

Please note this is a US-based role.

In addition to base salary listed below, this role is also eligible for commission.

Compensation

$115,000—$125,000 USD

What we're all about

CB Insights is the leader in predictive intelligence on private companies—turning exclusive data on millions of firms into early, trusted signals on future performance and direction. The company pioneered predictive intelligence with its Mosaic Score—the first system to reliably forecast the outlook for a private company—and has since built it into a comprehensive platform of AI and data capabilities. Today, leading strategy, investment, and business development teams rely on CB Insights to identify the right companies, markets, and opportunities before their competitors do.

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. 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, multiple mental health resources, 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 are informed by qualifications, location, internal equity, and current market data. While we typically hire at our established Hiring Target, actual starting pay may vary based on factors such as market rates, the qualified pool of candidates, and individual experience.

Our compensation philosophy goes beyond base salary. To align with your dedication and success, we offer total rewards as innovative as the work we do— including variable cash potential, 401(k) matching, flexible healthcare options and mental health resources, professional development and education stipends, generous 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.

Senior Customer Success Manager

AI overview

Drive CB Insights' growth as part of our Customer Success team.

What you bring to the table:

You will be successful here if you have:

Perks & Benefits Extracted with AI