Account Manager, Commercial
Cbinsights · New York, NY · 2026-04-28
About this role
<h4><strong>Drive CB Insights' growth as part of our Account Management team.</strong></h4> <p><strong>The role you'll play:</strong></p> <p>The CB Insights Account Manager, Commercial is responsible for maintaining a portfolio of Accounts that include some of the world’s leading Venture Capital, Corporate Strategy, and Innovation groups. This position delicately governs customer relationships and consistently illustrates the value delivered through CB Insights' software &amp; 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 measured on specific metrics associated with customer expansion, retention, senior stakeholder mapping, and product adoption.</p> <p><strong>About the Account Management Team:</strong></p> <p>Working on our team is unique mostly because of our amazing clients, the problems we are helping them solve, and our team's diversity.</p> <p>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 AM team means being a part of that equation.&nbsp;</p> <p>The uniqueness of the AM 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.</p> <p><strong>Your Main Tasks:</strong></p> <ul> <li>Actively serve a portfolio of assigned mid-market accounts so that customers may achieve their positive business outcomes via CB Insights’ software &amp; services.</li> <li>Drive customer software engagement &amp; development of power users across customer organizations on a personalized level and at scale</li> <li>Implement Account Plans for assigned accounts.</li> <li>Lead business development efforts to expand customer relationships.&nbsp;</li> <li>Run the renewal process for the assigned portfolio of accounts.</li> <li>Maintain communication &amp; governance protocols across customer &amp; CB Insights’ teams.</li> <li>Effectively solve ad-hoc customer issues as needed.</li> <li>Bring to bear predictive renewal analytics to identify customer expansion opportunities &amp; churn risks.</li> <li>Collaborate with Marketing to demonstrate customer communication campaigns.</li> <li>Provide continuous customer feedback to CB Insights’ Product team.</li> <li>Stay current &amp; educate customers on CB Insights’ products, competitive landscape &amp; innovation trends.</li> <li>Embrace &amp; contribute to the AM team’s standard methodologies.</li> </ul> <h4><strong>What you bring to the table:</strong></h4> <ul> <li>B.S. or B.A. in business management, finance, economics or similar study.&nbsp;</li> <li>Validated results in prior role.</li> <li>At least 3-5 years of prior account management and/or customer success experience, preferably within enterprise software or SaaS.</li> <li>Expertise with Excel and CRMs, preferably Salesforce.</li> <li>Proficiency communicating data via Excel, Salesforce and other business intelligence tools.</li> </ul> <h4><strong>You will be successful here if you have:</strong></h4> <ul> <li>Real passion for serving customers.</li> <li>The ability to establish credibility with key customer decision makers &amp; influencers.</li> <li>Strong verbal/written communication &amp; presentation skills; extraordinary listening skills.</li> <li>Strong problem solving &amp; analytical skills; formulates solutions that deliver real business value.</li> <li>Familiarity with data integrations via API and Datafeed</li> <li>Ability to recognize and maximize new business opportunities.</li> <li>Comfort with negotiation.</li> <li>Multi tasking down to a science; handling multiple accounts &amp; assignments simultaneously.</li> <li>A commitment to exceed goals that is internal, constant &amp; self-imposed.</li> </ul><div class="content-pay-transparency"><div class="pay-input"><div class="description"><p><span style="font-weight: 400;">Please note this is a US-based role.</span></p> <p><strong>In addition to base salary listed below, this role is also eligible for commission.&nbsp;</strong></p></div><div class="title">Compensation</div><div class="pay-range"><span>$85,000</span><span class="divider">&mdash;</span><span>$95,000 USD</span></div></div></div><div class="content-conclusion"><p><strong>What we're all about&nbsp;</strong></p> <p>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…
Skills asked for
- excel
- salesforce
- go
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