CB Insights · 9 hours ago
Senior Customer Success Manager
New York, NY
Full-time
Hybrid
Senior Level
$115K/yr - $125K/yr
5+ years expCB Insights is a leader in predictive intelligence on private companies, and they are seeking a Senior Customer Success Manager to drive growth as part of their Customer Success team. This role involves maintaining a portfolio of accounts, helping clients leverage data and AI solutions, and ensuring customer satisfaction and retention.
AnalyticsAngel InvestmentDatabaseSoftwareVenture Capital
Responsibilities
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
Qualification
Required
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
Preferred
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
Benefits
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
Company
CB Insights
CB Insights is a market intelligence platform that predicts company health and strategy, investor performance, and technology trends.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$11.65MKey Investors
Pilot Growth Equity
2015-09-01Series A· $10M
2015-08-24Non Equity Assistance· $1.15M
2011-10-13Grant· $0.5M
Leadership Team
Anand Sanwal
Executive Chair & Co-Founder
Recent News
Business Insider
2025-11-11
CB Insights
2025-11-08
2025-11-08
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