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Revenue Operations Analyst

| Greater NYC Area
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Drive customer acquisition at CB Insights as part of our revenue operations team

In this role, you'll be responsible for the overall management and coordination of our Salesforce CRM platform and the various tools used in the go-to-market organization. This role will require collaboration with various representatives of business development and marketing in maintaining and refining our sales processes and translating those processes into an effective and scalable infrastructure capable of handling thousands of monthly leads across multiple channels and workflows. 

Additional responsibilities will include developing and reporting on key metrics, ad hoc support in launching and tracking different growth initiatives, and implementing/managing/ training/evangelizing our team on various sales tools and best practices for data management.

The ideal candidate is a proactive critical thinker who champions workflow efficiency and has a data-driven mentality.

Key Responsibilities:

  • Design, automate, and improve processes across our marketing and sales systems 
  • Closely partner with marketing, sales, events, and customer success to execute campaigns, eliminate roadblocks and move opportunities along the pipeline
  • Coordinate growth experiments and support with analytics and other operational support
  • Document and maintain best practices, playbooks, operational workflow diagrams, and communicate those with the team
  • Maintain the CRM (Salesforce) by managing data collection (fields), automating processes (Process Builder / Flows), and enriching data
  • Work with third-party software vendors to optimize usage and ensure proper access for team members
  • Assist with sales & CS team training to ensure an exceptional understanding of our revenue tech stack and operations

Desired Experience and Qualifications:

  • Bachelor’s degree
  • 1-3+ years in sales operations
  • Strong problem solver with the ability to handle very detailed and interrelated projects with multiple stakeholders
  • Impeccable project management, time management, and organizational skills
  • Collaborative and team player mentality
  • Strong presentation skills
  • Required Proficiencies:
    • Salesforce/CRM experience
    • Google Sheets / Excel 
  • Ideal Proficiencies:
    • Hubspot
    • Looker
    • LeanData
    • Sales Engagement (e.g. Salesloft, Outreach, etc.)
    • Salesforce Administration backend
  • Get sh*t done attitude 
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

Javonne

Senior Associate Recruiter

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 does career growth look like on your team?

Our Sales Development Representative team has had tremendous growth over the past couple of years. Our career path is clear, we offer coaching and mentorship in order to successfully promote the team. Our SDRs know exactly what they need to accomplish in order to move up the ladder and grow both personally and professionally.

Lauren

Senior Director, Sales Development

How do your team's ideas influence the company's direction?

Customer Success at CBI acts as the intermediary between our clients and the org. Because of this, we are in a position to voice opinions that influence the product, events we host, and the intelligence we publish. With our fingers on the pulse of emerging tech, we are equipped to become strategic advisors for our customers and also the org.

Graham

Senior Manager, Customer Success

What projects are you most excited about?

I'm excited to accelerate our ability to ingest existing data sets. As we continue to expand our data sources, the Product and Data team have worked together to come up with solutions to manage the volume of data that enters the CBI database. I'm eager to work with engineers to start incorporating more automation to boost efficiency in our tools.

Anna

Technical Project Manager

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
One Medical
Daily lunch stipend
Unlimited sick days
vacation + holidays

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Unconscious bias training
Mean gender pay gap below 10%
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.
Remote Work Program
Family Medical Leave
Return-to-work program post parental leave
Company sponsored family events
Acme co. sponsors family oriented events Annually.
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Free Daily Meals
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
Diversity Program
Lunch and learns
Acme Co. hosts lunch and learn meetings once per month.
Promote from within
Continuing Education stipend
$1,000 towards education stipend after you have been with us for 6 months.
Customized development tracks

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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