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About the Role

Drive CB Insights' growth as part of our Customer Success team. The CB Insights Senior Customer Success Manager, or Forward Deployed Strategist, is responsible for maintaining a portfolio of accounts including leading global corp strategy, corp dev, and research teams. This role involves being embedded within the customer's strategy, helping them leverage data and AI solutions to automate processes, unlock insights, and drive better decision-making. The position governs customer relationships, illustrates the value of CB Insights' software & services, and acts as the internal voice of the customer. Performance is measured by customer on-boarding, product adoption, expansion, and retention metrics.

Responsibilities

Actively serve a portfolio of assigned strategic accounts to ensure customers achieve positive business outcomes via CB Insights’ software & services.
Drive customer software engagement and develop power users across customer organizations.
Own and maintain deep relationships with 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.
Own the commercial requirements for renewals and growth for the assigned portfolio of accounts.
Maintain communication and governance protocols across customer and CB Insights’ teams.
Effectively solve ad-hoc customer issues as needed.
Utilize predictive renewal analytics to identify customer expansion opportunities and churn risks.
Collaborate with Marketing to demonstrate customer communication campaigns.
Provide continuous customer feedback to CB Insights’ Product team.
Stay current and educate customers on CB Insights’ products, competitive landscape, and innovation trends.
Embrace and contribute to Customer Success team standard methodologies.

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.
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.
Ability to multitask, handling multiple accounts & assignments simultaneously.
A commitment to exceed goals that is internal, constant & self-imposed.

Skills

Excel
CRMs
Salesforce
Business Intelligence Tools
GenAI
Verbal Communication
Written Communication
Presentation Skills
Listening Skills
Problem Solving
Analytical Skills
Negotiation
Multitasking

Location

US-based

Work Type

Full-time

Experience Level

Senior
5 years of prior account management and/or customer success experience

Education Level

B.S. or B.A. in business management, finance, economics or similar study

Salary/Compensations

$115,000—$125,000 USD
Commission eligible

Benefits

Competitive cash compensation
Comprehensive healthcare coverage (PPO, HSA, and FSA options)
Multiple mental health resources
401(k) with company match
Annual professional development stipend
Generous paid time off

About the Company

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.
Leading strategy, investment, and business development teams rely on CB Insights to identify the right companies, markets, and opportunities before their competitors do.
At CB Insights, everyone is expected to be a leader. Leadership principles guide the company culture and decision-making.
CB Insights values solving customer problems, thinking big, starting small, gathering first-hand experience, prioritizing effectively, avoiding bureaucracy and complexity, committing to decisions, communicating clearly, using data for insight, insisting on excellence, creatively using resources (especially AI), exercising good judgment, and helping others.

Equal Opportunity

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.