Client Onboarding Specialist

| Greater NYC Area

Drive CB Insights' growth as part of our Customer Success teamThe CB Insights Client Onboarding Specialist is responsible for the onboarding and training of new customers to ensure they are setup for maximum success. The goal is to ensure the onboarding plan is well communicated, understood and adhered to by our customers. This position will build strong relationships with individual users during the early part of the customer life cycle. They will also provide feedback that will be necessary to consistently improve the first experience of our customers. Our portfolio of accounts includes the world’s leading corporate Strategy and Innovation groups along with venture capital firms. This individual’s performance will be based on specific metrics associated with customer onboarding and product adoption.Key Responsibilities:

  • Own the onboarding process for all new accounts
  • Train any new users on existing client teams
  • Curate onboarding training material to add to our help center
  • Help increase client engagement on the platform during the first 30 days
  • Build successful relationships with individual users during the early part of the customer life cycle
  • Work with our Customer Success Managers to manage client expectations and ensure that they have all the necessary information for a smooth transition from onboarding
  • Maintain communication & governance protocols across customer & CB Insights’ teams
  • Effectively solve ad-hoc customer issues as needed

Core Skills & Talents:

  • Real passion for serving customers
  • Strong verbal/written communication
  • Strong problem solving & analytical skills; formulate solutions that deliver real business value
  • Ability to recognize and maximize new business opportunities
  • Well organized; handle multiple accounts & assignments simultaneously
  • A commitment to exceed goals that is internal, constant & self-imposed

Qualifications:

  • B.S. or B.A.
  • At least 1 year of similar experience, preferably within enterprise software or SaaS
  • Expertise with Excel/Google Sheets and CRMs, preferably Salesforce
  • Proficiency communicating data via Excel, Salesforce and other business intelligence tools
  • Knowledge of financial service/tech industry preferred
  • 4H's: Happy, Helpful, Humble and Hungry

We know that diversity makes for the best problem-solving and creative thinking. We are dedicated to adding new perspectives to the team and encourage everyone to apply if your experience is close to what we are looking for.

Perks and Benefits:

  • Subsidized health, dental, and vision insurance
  • 401k with up to 4% match
  • $1,000 yearly continuing education stipend
  • Daily lunch stipend

Happy, Helpful, Humble, and Hungry: Check out more about our company culture here.

Equal Opportunity Employer: CB Insights is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

If you know someone who'd be perfect for the role,
submit here and you'll be eligible for $5,000!
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Technology we use

  • Engineering
    • GolangLanguages
    • JavascriptLanguages
    • PythonLanguages
    • ReactLibraries
    • ReduxLibraries
    • MySQLDatabases

Location

498 7th Avenue, 17th Floor, New York, NY 10018

An Insider's view of CB Insights

What are some social events your company does?

To help foster cross team communication & collaboration, here are some things CB Insights does:

- yearly company offsite
- monthly company-wide team building events (past events include: bubble ball, game night, talent show, spelling bee, wine tasting, field day, etc.)
- monthly anniversary socials
- volunteer
- Ladies Lunches
- holiday party

Menaka

VP of People Ops

What's the biggest problem your team is solving?

Our team brings new datasets to the platform. A few valuable ones are patents, earnings transcript & press articles from special verticals.Instead of just surfacing the data, we run topic modeling, sentiment analysis & improving recommendation systems.The innovative way of feeding info helps clients to be sensitive to trends moving in the industry.

Shisi

Software Engineer

What are CB Insights Perks + Benefits

CB Insights Benefits Overview

Subsidized health, dental, and vision insurance
401k with up to 4% match
$1,000 continuing education stipend
Daily lunch stipend
Unlimited sick days
vacation + holidays

Culture
Volunteer in local community
Eat lunch together
Open office floor plan
Diversity
Unconscious bias training
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Up to $2,000 towards towards your FSA with up to $500 rollover.
Dental Benefits
Two different plan options to select from.
Vision Benefits
Health Insurance Benefits
3 different plan options through Empire Blue Cross Blue Shield
Life Insurance
Retirement & Stock Options Benefits
401(K)
CB Insights 401(K) program allows employees to starting contributing their 4th month of employment.
401(K) Matching
CB Insights 401(K) program matches upto 4% of an employee's contribution with immediate vesting.
Performance Bonus
CB Insights offers a performance bonus for all non-commissioned roles based on company and personal performance.
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 12 weeks of maternal leave and 8 weeks of paternal leave.
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Stocked Kitchen
Snacks, coffee, tea and all the goldfish you can handle.
Some Meals Provided
$8 off towards seamless for lunch every day!
Happy Hours
Recreational Clubs
We have different culture clubs you can join including hiking and book clubs.
Professional Development Benefits
Job Training & Conferences
Continuing Education stipend
$1,000 towards education stipend after you have been with us for 6 months.

Additional Perks + Benefits

Subsidized Health Insurance, 401(K) with Matching, Yearly Education Stipend, Lunch Stipend, 3D Printer, Office Gong, Awesome Team Building Events

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