Account Manager, Mid-Market
Drive CB Insights’ growth as part of our Customer Success team.
The role you’ll play:
The CB Insights Account Manager, Mid-Market is responsible for maintaining a portfolio of Accounts that include some of the world’s leading corporate Strategy and Innovation groups. This position delicately governs customer relationships and consistently illustrates the value delivered through CB Insights’ software & services. The Account 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 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.
- Collaborate with CB Insights’ business development team to expand customer relationships.
- 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.
What you bring to the table:
- B.S. or B.A. in business management, finance, economics or similar study. MBA preferred.
- Validated results in prior role.
- 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.
You will be successful here if you have:
- Real passion for serving customers.
- 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.
#LI-MB-1
Please note this is a US-based role.
In addition to base salary, this role is also eligible for commission.
A little bit about our pay practices: Typically, we will hire at our Hiring Target, but actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints.
Compensation
$75,000—$95,000 USD
What we’re all about
We’re on a mission to advance the technology economy -- one driven by innovation, markets, and entrepreneurship. We believe a thriving technology economy powers a thriving society. By synthesizing, analyzing and visualizing millions of data points, we deliver a 360° view of the technology economy – powering the insights that buyers, sellers, investors, and advisors need.
As a CBIer, you can expect to leverage generative AI to drive creativity, efficiency, and strategic decision-making. Our culture is infused with the spirit of exploration and experimentation – and AI is a catalyst for new ideas and breakthrough solutions.
Our core values:
- Build Dope Isht
- Seek the Truth
- Create Simplicity
- Dive Deep
- Push Limits
- Own Outcomes
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., Glassdoor, 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, Gympass, multiple mental health resources, pet insurance, 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 consider factors like qualification, location, internal equity, and market data.
Our compensation philosophy goes beyond base salary. To align with your dedication and success, we offer total compensation as innovative as the work we do - this includes variable cash potential, 401k matching, flexible healthcare options plus mental health and gym resources, professional development and education stipends, great 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.
