The role you'll play:
The CB Insights Associate Account Manager 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 Associate 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 Commercial Account Management 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 some of the most innovative companies in the world. 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 Account Management team means being a part of that equation.
The uniqueness of the 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.
On Target Earnings (base salary + sales commission) for this role: $110,300. This is a hybrid role, in office on Tuesdays and Thursdays.
Your Main Responsibilities:
- Portfolio & Relationship Management: Actively own and serve a portfolio of mid-market accounts, building executive relationships and acting as a trusted advisor focused on long-term partnership and outcomes.
- Customer Strategy & Adoption: Guide customers through change, adoption, and prioritization. Implement Mutual Success Plans and drive software engagement to develop power users both personally and at scale.
- Renewal & Expansion Leadership: Confidently lead renewal processes and expansion conversations, utilizing predictive analytics to identify risks and opportunities while navigating budget and procurement cycles.
- Proactive Risk & Issue Management: Anticipate and diagnose root causes of risk across product usage and customer dynamics. Effectively solve ad-hoc issues with solutions designed to scale.
- Cross-Functional Collaboration: Collaborate with Business Development on expansion, with Marketing on campaigns, and provide continuous customer feedback to the Product team.
- Governance & Communication: Maintain clear communication and governance protocols across customer and internal teams.
- Product & Market Expertise: Articulate competitive positioning and customer value. Stay current on product innovations and competitive trends to educate customers and contribute to team best practices.
- Commercial Judgment: Exercise judgment in pricing, packaging, and articulating value beyond basic process execution.
- B.S. or B.A. in business management, finance, economics or similar study.
- Validated results in prior role.
- At least 2 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.
- 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.
Please note this is a US-based role.
In addition to base salary listed below, this role is also eligible for commission.
What we're all about
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. Today, leading strategy, investment, and business development teams rely on CB Insights to identify the right companies, markets, and opportunities before their competitors do.
CB Insights Leadership Principles
At CB Insights, everyone is expected to be a leader. These leadership principles are like an operating system for our culture. Use the principles as a practical guide to making decisions.
We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work.
- Solve customer problems. It’s our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process.
- Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life.
- Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren’t built from afar.
- Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed.
- Danger zones:
- 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.”
- Data informs. Insight transforms. Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity.
- 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. Where it comes from: insight, listening, first-hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones.
- Help others. Leaders know we’re building this together.
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 strong 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:
- Industry Insight: over 500k+ people follow our tech newsletter: sign up here
- Holistic compensation: 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.
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.
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What We Do
CB Insights fuses machine learning, algorithms, data and visualizations together to help large enterprises ask, answer and articulate compelling answers to difficult questions - about growth, about competition and about the markets and technologies of the future.
Why Work With Us
It's quite simple: the people, product and personality. CB Insights team is one where the brains are big and egos are small. We have an industry standard product loved by customers and we've taken data and analytics to predict tech trends and made it conversational and interesting.
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