CB Insights · 22 hours ago
Associate Account Manager - Commercial
New York, NY
Full-time
Hybrid
Entry, Mid Level
$75K/yr - $110K/yr
2+ years expCB Insights is a leader in predictive intelligence on private companies, and they are seeking an Associate Account Manager to maintain a portfolio of accounts and enhance customer relationships. The role involves guiding customers through software adoption, managing renewals, and collaborating with various teams to ensure customer satisfaction and success.
AnalyticsAngel InvestmentDatabaseSoftwareVenture Capital
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
Qualification
Required
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
Preferred
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
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
H1B Sponsorship
CB Insights has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2022 (5)
2021 (9)
2020 (10)
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
Company data provided by crunchbase