Client Onboarding Specialist

| Greater NYC Area
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Train. Build relationships. Increase engagement. CB insights is looking for a Client Onboarding Specialist. If you have a passion for serving clients, keep reading! The role you'll play:The 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.About the team:

Working on the Support Team allows us the opportunity to collaborate with teammates in every department of CB Insights. On this team we are support to both clients and the company as a whole. We are able to deliver outstanding service to some of the most well known companies in the world. We also value analytical thinking so that we can effectively implement solutions that will increase efficiency across the company. 

Your main tasks:
  • 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
You'll be successful here if you have:
  • 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
  • Ability to handle multiple accounts & assignments simultaneously
  • A commitment to exceed goals that is internal, constant & self-imposed
What you bring to the table:
  • 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

The Perks:

  • Amazing culture: Happy, Helpful, Humble, Hungry. Learn more here
  • A newsletter that 600k people follow: Sign up here.
  • Be Healthy: Health with HSA and FSA options, dental, and vision insurance along with unlimited/take what you need sick day policy
  • Plan for the future: 401k with up to 4% match
  • Continued Learning: $1,000 yearly continuing education stipend
  • Rest and Relax: Competitive vacation and holiday plans 
  • Refuel: Daily lunch stipend, unlimited snacks/coffee

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.

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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