CB Insights

Senior Customer Success Manager

New York, NY · Senior

Sponsorship not specified$115k-$125kDetected 9 days ago

SalesforceAccount ManagementBusiness DevelopmentExcelCustomer SuccessResearchLeadershipCommunicationProblem SolvingMicrosoft Office

About the role

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 corp strategy, corp dev, and research teams.
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.

We each bring our own story which creates a very special environment for creativity, fun, strategy, and success.
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.
We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work.
Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren't built from afar.
Desire to learn and maintain a point of view on the current landscape of technology trends especially GenAI.
Strong problem solving & analytical skills; formulates solutions that deliver real business value.
Build a system around what works.

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 can look around and you'll find very few people with similar backgrounds.
B.S. or B.A. in business management, finance, economics or similar study.
Validated results in prior role.

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."
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.

$115,000 - $125,000 USD
Competitive cash compensation, comprehensive healthcare coverage (PPO, HSA, and FSA options), multiple mental health resources, 401(k) with company match, annual professional development 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 aim to hire at our established Hiring Target, starting pay may vary based on factors such as market rates, the qualified pool of candidates, and individual experience.

This is the secret to bringing a vision to life.
Our commitment to fairness means that compensation decisions are informed by qualifications, location, internal equity, and current market data.

Drive CB Insights' growth as part of our 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.
Being a part of the CBI Customer Success team means being a part of that equation.
Actively serve a portfolio of assigned strategic accounts so that customers may achieve their positive business outcomes via CB Insights' software & services.

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.
At CB Insights we know that innovation comes from collaboration, belonging, and diverse perspectives.
Equal Opportunity Employer: At CB Insights we know that innovation comes from collaboration, belonging, and diverse perspectives.

This listing is sourced directly from CB Insights's careers page and normalized into a canonical job model.