- Actively serve a portfolio of assigned mid-market accounts so that customers may achieve their positive business outcomes via CB Insights' software & services.
- Drive customer software engagement & development of power users across customer organizations on a personalized level and at scale
- Implement Customer Success Plans for assigned accounts.
- Collaborate with CB Insights' business development team to expand customer relationships.
- Run the renewal process for the assigned portfolio of accounts.
- Maintain communication & governance protocols across customer & CB Insights' teams.
- Effectively solve ad-hoc customer issues as needed.
- Bring to bear predictive renewal analytics to identify customer expansion opportunities & churn risks.
- Collaborate with Marketing to demonstrate customer communication campaigns.
- Provide continuous customer feedback to CB Insights' Product team.
- Stay current & educate customers on CB Insights' products, competitive landscape & innovation trends.
- Embrace & contribute to Customer Success team standard methodologies.
What you bring to the table: - B.S. or B.A. in business management, finance, economics or similar study. MBA preferred.
- 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.
You will be successful here if you have: - 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.
#LI-MB-1CB Insights focuses on Financial Services, Analytics, Big Data, Databases, and Investment Management. Their company has offices in New York City and New York. They have a large team that's between employees. To date, CB Insights has raised $11.65M of funding; their latest round was closed on November 2015.
You can view their website at or find them on Twitter, Facebook, and LinkedIn.
Account Manager - New York, United States - CB Insights
Description
Account Manager
Drive CB Insights' growth as part of our Customer Success team.
The role you'll play:
The CB Insights 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 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 Customer Success 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 Fortune 500 companies. 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 Customer Success team means being a part of that equation.
The uniqueness of the CS 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.
Your Main Tasks: