Account Manager
Mid-Market
Posted on 4/2/2024
INACTIVE
CB Insights

201-500 employees

Technology insights
Company Overview
CB Insights is on a mission to enable every organization to make smarter decisions about tech. Whether it’s finding a new game-changing vendor or understanding a new market, it’s easier, faster and smarter with CB Insights.
Hardware
Crypto & Web3
AI & Machine Learning
Financial Services

Company Stage

Series F

Total Funding

$170.9M

Founded

2009

Headquarters

New York, New York

Growth & Insights
Headcount

6 month growth

-7%

1 year growth

-11%

2 year growth

-23%
Locations
Remote in USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
Salesforce
Marketing
Data Analysis
CategoriesNew
Sales & Account Management
Strategic Account Management
Requirements
  • B.S. or B.A. in business management, finance, economics or similar study. MBA preferred.
  • At least 3-5 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.
Responsibilities
  • Actively serve a portfolio of assigned mid-market 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.
  • Implement Customer Success Plans for assigned accounts.
  • Run the renewal process 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.