Associate Account Manager - Commercial

Overview

The CB Insights Associate 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 Associate 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 Commercial Account Management 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 some of the most innovative companies in the world. 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 Account Management team means being a part of that equation. The uniqueness of the 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.

On Target Earnings (base salary + sales commission) for this role: $110,300. This is a hybrid role, in office on Tuesdays and Thursdays.

Your

Main Responsibilities:

• Portfolio & Relationship Management: Actively own and serve a portfolio of mid-market accounts, building executive relationships and acting as a trusted advisor focused on long-term partnership and outcomes.
• Customer Strategy & Adoption: Guide customers through change, adoption, and prioritization. Implement Mutual Success Plans and drive software engagement to develop power users both personally and at scale.
• Renewal & Expansion Leadership: Confidently lead renewal processes and expansion conversations, utilizing predictive analytics to identify risks and opportunities while navigating budget and procurement cycles.
• Proactive Risk & Issue Management: Anticipate and diagnose root causes of risk across product usage and customer dynamics. Effectively solve ad-hoc issues with solutions designed to scale.
• Cross-Functional Collaboration: Collaborate with Business Development on expansion, with Marketing on campaigns, and provide continuous customer feedback to the Product team.
• Governance & Communication: Maintain clear communication and governance protocols across customer and internal teams.
• Product & Market Expertise: Articulate competitive positioning and customer value. Stay current on product innovations and competitive trends to educate customers and contribute to team best practices.
• Commercial Judgment: Exercise judgment in pricing, packaging, and articulating value beyond basic process execution.

• B.S. or B.A. in business management, finance, economics or similar study.
• 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.

• Real passion for serving customers.
• The ability to establish credibility with key customer decision makers & influencers.
• 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.

Please note this is a US-based role.

In addition to base salary listed below, this role is also eligible for commission.

Compensation

$75,000 - $85,000 USD

CB Insights is the leader in predictive intelligence on private companies—turning…