Senior Onboarding Specialist, CB Insights

$90-100k

Plus this role is also eligible for commission

Excel

Google Sheets

Salesforce

Mid and Senior level

New York

More information about location

2 days a week in office (Manhattan, NY)

Insights powered by machine learning

Job no longer available

Insights powered by machine learning

201-500 employees

B2BArtificial IntelligenceEnterpriseBig dataMarket researchBusiness IntelligenceMachine LearningSaaS

Job no longer available

$90-100k

Plus this role is also eligible for commission

Excel

Google Sheets

Salesforce

Mid and Senior level

New York

More information about location

2 days a week in office (Manhattan, NY)

201-500 employees

B2BArtificial IntelligenceEnterpriseBig dataMarket researchBusiness IntelligenceMachine LearningSaaS

Company mission

To enable every organisation to make smarter decisions about tech.

Job

Company

Role

Who you are

3+ years of experience in Customer Success, Support, or Client Services
Bachelor’s degree
Strong commitment to delivering an exceptional customer experience
Ability to lead training sessions and engage large groups
Familiarity with APIs and data integrations
Excellent written and verbal communication skills
Strong organizational skills and ability to manage multiple projects simultaneously
Proficiency in Google Sheets, Excel, and Salesforce
A proactive, self-starter mindset with a passion for consulting and problem solving

What the job involves

Set our customers up for success
CB Insights is looking for a Senior Onboarding Specialist to deliver a world-class onboarding and training experience for new and existing customers
As part of our Customer Success team, you will lead the onboarding and early engagement experience for CB Insights customers. You’ll ensure new users quickly understand the platform, adopt it effectively, and realize meaningful value within their first 4–5 weeks
In this role, you’ll act as a consultative partner to customers — guiding them through projects, identifying opportunities for deeper engagement, and helping them apply CB Insights to their specific business needs
You will also support our top renewing enterprise customers, partnering with Account Managers to drive engagement and maximize ROI. These customers include some of the largest companies in the world and often rely on advanced use cases such as API and data integrations
You’ll collaborate closely with other Onboarding Specialists and our Customer Support leadership to continuously improve onboarding strategies, training resources, and the overall customer experience
This role is ideal for someone who is proactive, curious, and hands-on, and who wants to grow their career at a company that works with some of the most sophisticated organizations in the world
Our team works with some of the most innovative companies in the world, helping them understand emerging technologies and market shifts
Every day we engage with leaders at Fortune 500 companies, supporting them as they solve complex strategic challenges. Our role is to ensure they get maximum value from the insights and data CB Insights provides
Our team is also defined by its diversity of backgrounds and perspectives. This mix of experiences creates a collaborative, creative, and high-energy environment where people enjoy solving problems together
Become an expert in the CB Insights platform and customer use cases
Onboard new users and manage the first 4–5 weeks of the customer lifecycle
Deliver training through group sessions, tailored outreach and 1x1 working sessions
Proactively identify opportunities to increase product adoption and engagement
Partner with Account Managers to support top renewing enterprise customers
Provide guidance on API usage and data integration workflows
Serve as a trusted advisor on best practices and strategic use of the platform
Document customer interactions and insights to ensure smooth internal collaboration
Develop and improve Help Center and onboarding training materials
Act as a leader and mentor for onboarding and support team members

Our take

Market research is a vital part of any large-scale business's strategy, but obtaining usable intelligence can be time-consuming and complex. CB Insights solves this problem by providing enterprises with effective and actionable market insights.

CB Insights leverages a mixture of machine learning, algorithms, data and visualisations to give companies a fuller picture of the market. This has helped set it apart from rival firms and allowed it to accrue an impressive client list that includes the likes of Microsoft and Wells Fargo.

In 2022, CB Insights was offered a $100M acquisition fee, but its leadership declined, a testament to their confidence in the company's value. Its newsletter readership figures, turnover and client roster reinforce this view, and will no doubt give CB Insights an advantage in the years to come.

Kirsty

Company Specialist at Welcome to the Jungle

Insights

35% employee growth in 12 months

Glassdoor (3.2)

Company

Funding (last 2 of 6 rounds)

Nov 2015

$10m

SERIES A

Aug 2015

$1.2m

GRANT

Total funding: $12.5m

Company HQ

Garment District, New York, NY

Leadership

Anand Sanwal

(Co-Founder & Executive Chair)

Previously worked as Vice President of American Express, and was MD of Atlas Fine Chemicals.

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