Associate Salesforce Admin at CB Insights

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Create data-based insights. Build and test smart hypotheses. Build new capabilities in a cutting edge RevTech stack. Drive customer acquisition and value.

The Role You’ll Play:

The Associate Salesforce Admin is a multi-faceted process and systems role at CBI. This role sits in the center of the company’s Go-to-Market (GTM) / revenue organization -- collaborating with Sales, Customer Success, Marketing, and Finance. In this role, you are responsible for keeping our systems up and running, building and optimizing processes to improve efficiency, and providing first level support and training to our GTM team.

You will be involved in systems planning and administration, user and security management, and testing and validation of Salesforce configuration and development for our GTM organization which includes 150+ team members across Sales, Customer Success, and Marketing.

About the Go-to-Market and RevOps team:

RevOps at CBI is focused on driving strategic revenue impact: we strategize how to go-to-market (vs. ‘supporting sales’), we publish actionable intelligence for the business (vs. refreshing charts), we lead the identification, testing, and rollout of revenue initiatives (vs. supporting the roadmap), and build an innovative and ever-evolving RevTech stack to scale our business (vs. maintaining the mess). 

We espouse a product-minded approach towards growth -- we are bold and hypothesis-driven, believe in test & learn and failing fast, always focus the company on our target market, and ‘build the flywheel’ to automate as much growth as possible. 

Your Main Tasks:

  • Help build and optimize the processes and systems that generate actionable insights on our business and market. 
    • Understand our key business metrics and identify pain points and disconnects in our processes that might cause leakage in our funnel or inefficiencies in our Sales motion.
    • Help demystify our prospect to customer journey - align our processes and tools to give us a clear view of performance across the revenue funnel.
  • Support the strategy and roadmap for revenue processes and systems.
    • Understand the vision and structure for how our GTM systems (Salesforce, Hubspot, Catalyst, etc.) support our Sales motion and ensure tools connect and operate seamlessly.
    • Evaluate new Salesforce releases and applications, participate in plans for their implementation, and remain current with Salesforce administration best practices. Stay up-to-date on the latest in tools, best practices, and workflows with an eye toward continuous improvement and efficiency.
    • Focus on building the minimum viable product; avoid “feature creep.”
    • Support the integrity of our revenue systems ecosystem by managing access and permissions controls, ensuring data integrity, and following protocols for change management.
  • Execute high impact initiatives. 
    • Partner with RevOps leadership and other Go-to-Market teams to drive initiatives that impact revenue.
    • Drive robust systems, processes, and analytics to ensure that we learn from any initiative -- treating them as experiments with data-based learning.
    • Collaborate with Sales, Customer Success, Marketing, and Finance team members as a project owner and executor.

What you bring to the table:

  • Certified Salesforce Administrator (required) & Advanced Admin (nice to have)
  • Certified Salesforce Developer (nice to have)
  • 2-4 years demonstrated Salesforce experience - specific experience includes knowledge of SFDC configuration including managing third-party tools
  • Experience configuring and customizing the application
  • Experience with data migration into SFDC for objects including accounts, contacts, leads, opportunities, and custom objects
  • Working knowledge of APEX, Java/J2EE, XML, SOAP, Rest, WSDL, Ajax is a plus
  • Ability to identify, diagnose, and resolve technical problems, escalate, and track problems appropriately
  • Familiarity with SFDC business workflows (Opportunity stages, approval workflows, etc.)
  • Proficiency in Marketing Automation tools is a plus; Hubspot or Marketo Certification a huge plus
  • Strong project management, time management, and organizational skills
  • Team player who enjoys collaborating; has a growth mindset 
  • Bachelor’s degree

You’ll be successful here if:

  • You seek and build expertise, while being innovative: You learn the playbooks that work elsewhere, and build the ones that work for CBI.
  • You’re a true owner: You have an ownership mindset and set an example for owning and learning from wins, failures and bets. 
  • You focus on results: You don’t believe in vanity metrics, but do believe in taking swings at big outcomes. 
  • You are excited to be part of a collaborative team and culture in a high-growth SaaS company.
  • You're a problem-solver, who likes to both build and optimize, and has an outcomes-focused mentality.
  • You can “draw the owl”

Please be aware that, while remote work is approved, this job must be performed within the United States of America.

What’s CB Insights All About

The CB Insights platform is the smartest way to explore and exploit emerging technologies. We help the world’s leading companies accelerate their digital strategy and transformation with data, not opinion. Our Emerging Technology Insights Platform fuses machine and human intelligence to help you discover and manage your response to emerging technology startups and markets.

Full Time Perks:

  • Amazing culture that emphasizes Hard Work, High Standards, Hunger, Helpfulness, and Humility. Learn more here
  • A newsletter that 700k+ people follow:  Sign up here.
  • Be Healthy: Health with HSA and FSA options, dental, and vision insurance along with unlimited/take what you need sick day policy
  • Plan for the future: 401k with up to 4% match
  • Continued Learning: $1,000 yearly continuing education stipend
  • Rest and Relax: Competitive vacation and holiday plans 
  • Refuel: In-office lunch stipend, snacks/coffee

We know that diversity makes for the best problem-solving and creative thinking. We are dedicated to adding new perspectives to the team and encourage everyone to apply if your experience is close to what we are looking for.  

Equal Opportunity Employer: CB Insights is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

If you know someone who'd be perfect for the role, submit here and you'll be eligible for $5,000!
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Technology we use

  • Engineering
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ReactLibraries
    • ReduxLibraries
    • MySQLDatabases
    • PostgreSQLDatabases

An Insider's view of CB Insights

What are some social events your company does?

To help foster cross team communication & collaboration, here are some things CB Insights does:

- yearly company offsite
- monthly company-wide team building events (past events include: bubble ball, game night, talent show, spelling bee, wine tasting, field day, etc.)
- monthly anniversary socials
- volunteer
- Ladies Lunches
- holiday party



What's the biggest problem your team is solving?

Our team brings new datasets to the platform. A few valuable ones are patents, earnings transcript & press articles from special verticals.Instead of just surfacing the data, we run topic modeling, sentiment analysis & improving recommendation systems.The innovative way of feeding info helps clients to be sensitive to trends moving in the industry.


Software Engineer

What does career growth look like on your team?

Our Sales Development Representative team has had tremendous growth over the past couple of years. Our career path is clear, we offer coaching and mentorship in order to successfully promote the team. Our SDRs know exactly what they need to accomplish in order to move up the ladder and grow both personally and professionally.


Senior Manager, Sales Development

How do your team's ideas influence the company's direction?

clients and the org. Because of this, we are in a position to voice opinions that influence the product, events we host, and the intelligence we publish. With our fingers on the pulse of emerging tech, we are equipped to become strategic advisors for our customers and also the org.


Director of Customer Success

What projects are you most excited about?

I'm excited to accelerate our ability to ingest existing data sets. As we continue to expand our data sources, the Product and Data team have worked together to come up with solutions to manage the volume of data that enters the CBI database. I'm eager to work with engineers to start incorporating more automation to boost efficiency in our tools.


Product Manager

What are CB Insights Perks + Benefits

CB Insights Benefits Overview

Subsidized health, dental, and vision insurance
401k with up to 4% match
$1,000 continuing education stipend
One Medical
Unlimited sick days
Vacation + holidays

Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Dedicated Diversity/Inclusion Staff
Highly diverse management team
Mean gender pay gap below 10%
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Up to $2,750 towards your FSA with up to $500 rollover.
Disability Insurance
Short-term disability insurance covers 60% of annual salary up to $10000 monthly maximum payout.
Dental Benefits
Two different plan options to select from through Guardian.
Vision Benefits
Health Insurance Benefits
3 different plan options through Empire Blue Cross Blue Shield.
Life Insurance
Life insurance at CB Insights is employer paid.
Pet Insurance
Wellness Programs
Gym discounts offered through Empire Blue Cross Blue Shield. Offer access to One Medical.
Retirement & Stock Options Benefits
CB Insights 401(K) program allows employees to starting contributing their 4th month of employment.
401(K) Matching
CB Insights 401(K) program matches up to 4% of an employee's contribution with immediate vesting at 13 months of employment.
Performance Bonus
CB Insights offers a performance bonus for all non-commissioned roles based on company and personal performance.
Child Care & Parental Leave Benefits
Generous Parental Leave
CB Insights provides up to 12 weeks of maternity leave and 8 weeks of paternity leave.
Flexible Work Schedule
Remote Work Program
Our remote work program includes work from home full-time remote for specific positions.
Family Medical Leave
Return-to-work program post parental leave
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
We offer unlimited sick days.
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
Stocked Kitchen
Snacks, coffee, tea and all the goldfish you can handle.
Some Meals Provided
$8 off towards seamless for lunch every day!
Happy Hours
Recreational Clubs
We have different culture clubs you can join including hiking and book clubs.
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Continuing Education stipend
$1,000 towards education stipend after you have been with us for 6 months.
Customized development tracks

Additional Perks + Benefits

Subsidized Health Insurance, 401(K) with Matching, Yearly Education Stipend, Lunch Stipend, Office Gong, Awesome Team Building Events

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