The role you'll play:
The CB Insights Sales Development Representative (SDR) will create interest in CB Insights and guide prospects to demo. Specifically, you will blend web prospecting with phone and email communication. You will handle lead qualification and help convert leads into clients. While it is an entry-level sales position, it is an essential component of the CB Insights sales team, and will report into our VP of Demand Generation. As such, you will be closely mentored and developed by seasoned enterprise sales professionals.
About the SDR Team:
If you want to increase growth both for the business and professionally, then this is the place for you. Our high performing SDR team at CBI is collaborative, competitive, and hardworking. With attainable quotas, a strong leadership team, and growth and development opportunities, this is the place you will have an amazing long-term career. This team knows how to succeed, and has a lot of fun doing it.
Your Key Responsibilities
- Identify and research target accounts, aligning prospects to the most relevant CB Insights use cases
- Execute high-volume, multi-channel outreach (phone, email, LinkedIn) to meet weekly KPIs
- Qualify inbound leads from marketing campaigns, content engagement, and demo requests
- Schedule introductory platform calls that convert into qualified sales opportunities
- Partner with Account Executives and Customer Success to support opportunity progression and close
- Maintain accurate and up-to-date prospecting activity in the CRM to ensure data integrity and reporting
- Collaborate with Sales and Marketing to refine messaging, targeting, and outreach strategies based on market and prospect insights
- Consistently meet or exceed monthly and quarterly opportunity and demo targets
- Participate in ongoing training to deepen product, industry, and sales expertise
- Share prospect feedback to inform product positioning, messaging, and go-to-market strategy
- BA/BS degree (or relevant work experience)
- 2+ years of SDR, sales or relevant experience with a history of overachieving targets around new business acquisition or customer engagement
- Strong communication skills over both phone and email
- Creative problem-solving abilities
- Desire to move up within a sales organization
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 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. 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, multiple mental health resources, 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 are informed by qualifications, location, internal equity, and current market data. While we typically hire at our established Hiring Target, actual starting pay may vary based on factors such as market rates, the qualified pool of candidates, and individual experience.
Our compensation philosophy goes beyond base salary. To align with your dedication and success, we offer total rewards as innovative as the work we do— including variable cash potential, 401(k) matching, flexible healthcare options and mental health resources, professional development and education stipends, generous 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.
Top Skills
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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