Drive CB Insights' growth as part of our Customer Success team

The CB Insights Customer Engagement Analyst is responsible for keeping our portfolio of accounts engaged with CB Insights’ platform and ensuring our clients are utilizing our product in the most effective and significant ways. Our portfolio of accounts includes the world’s leading corporate Strategy and Innovation groups along with venture capital firms. This position delicately governs customer relationships and consistently illustrates the value delivered through CB Insights’ software & services. This individual's performance is based on specific metrics associated with client feedback, client outreach, and analyst/client activity.

Key Responsibilities:

  • Drive customer software engagement & development of power users across customer organizations
  • Keep up to date on relevant news for a portfolio of accounts
  • Analyze and dig through annual reports relevant to assigned portfolio
  • Put out content that elicits customers responses
  • Establish both phone and in person meetings for Customer Success Managers
  • Maintain communication & governance protocols across customer & CB Insights’ teams
  • Collaborate with Marketing to demonstrate customer communication campaigns
  • Stay current & educate customers on CB Insights’ products, competitive landscape & innovation trends
  • Provide continuous customer feedback to CB Insights’ Product team

Core Skills & Talents:

  • Effective verbal/written communication skills; extraordinary listening skills
  • Strong problem solving & analytical skills; formulates solutions that deliver real business value
  • Ability to recognize and maximize new business opportunities
  • A commitment to exceed goals that is internal, constant & self-imposed
  • Comfortable dealing with challenges; adaptability
  • Enable and embrace collaboration


  • B.S. or B.A. in business management, finance, economics or similar study
  • Validated results in prior role
  • Expertise with Excel and CRMs, preferably Salesforce
  • Proficiency communicating data via Excel, Salesforce and other business intelligence toolsIm o
  • 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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