CB Insights · 1 week ago
Senior Manager, Customer Success
New York, NY
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $150K/yr
4+ years expCB Insights is a leader in predictive intelligence on private companies, and they are seeking a Senior Manager of Account Management to contribute to the development of a world-class Customer Success team. The role involves leading a team of Customer Success Managers, ensuring customer outcomes through software adoption, and collaborating across teams to drive customer engagement and retention.
Big DataVenture CapitalSoftwareAnalyticsAngel InvestmentDatabase
Responsibilities
Lead a team of 6 Account Managers to increase team results & employee engagement
Establish goals, direct work & manage team member’s day-to-day activities including customer on-boarding, training, product adoption, expansion & renewals
Implement Account team recruitment, hiring, training & retention strategies
Develop & execute an effective customer on-boarding program to deliver customer value as quickly as possible
Work internally and across customer organizations to implement success plays to increase customer adoption of CB Insights platform
Advise team to develop & implement Account Plans for assigned accounts. Includes establishing communication & governance schedules to highlight value delivered to customers
Collaborate with Sales Leadership & Account Executives to support growth opportunities within key accounts
Design and implement customer retention and growth plays to increase renewal rates, seed growth opportunities, and reduce churn
Leverage predictive analytics to identify & mitigate at-risk accounts
Consistently report results to senior management
Stay current on CB Insights products, competitive landscape and innovation trends
Qualification
Required
B.S. or B.A. in business management, finance, economics or similar study
4+ years of prior account management and/or customer success experience, preferably within enterprise software or SaaS
3-5 years leadership experience
Proven track record of managing enterprise client portfolios of at least $10 million
Expertise with Excel and CRMs, preferably Salesforce
Passion to raise performance levels of team members
Ability to establish credibility with key customer decision makers & influencers
Strong verbal & written communication abilities including strong presentation skills
Exceptional problem solving & analytical skills; formulate solutions that deliver real business value
Well organized; simultaneously manage a portfolio of direct reports, customer & internal relationships
A drive to exceed goals that is internal, constant & self-imposed
Preferred
MBA preferred
Ability to travel up to 10% of the time
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
2026-05-06
CB Insights
2026-02-11
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