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Create data-based insights. Build and test smart hypotheses. Build new capabilities in a cutting edge RevTech stack. Drive customer acquisition and value.
The Role You’ll Play:
The Revenue Operations Systems Administrator sits in the center of the company’s Go-to-Market organization -- collaborating with Sales, Customer Success, Marketing, Finance, and Product. In this role, you are responsible for creating and optimizing processes to improve GTM efficiency and revenue. You will be building and improving infrastructure to support our revenue team. The ideal candidate knows how to get things done and solves meaningful challenges that are results-focused.
In this role, you will be involved in strategic planning and defining our tech stack roadmap for 100+ team members across Sales, Customer Success, and Marketing. You will also own the user experience for our team and ensure our partners can do their jobs effectively and efficiently. You will be required to be in the office on Tuesdays and Thursdays.
About the Go-to-Market and RevOps team:
RevOps at CBI is focused on driving measurable revenue impact: we strategize how to go-to-market (vs. ‘supporting sales’), we publish actionable intelligence for the business (vs. refreshing charts), we lead the identification, testing and rollout of revenue initiatives (vs. supporting the roadmap), and build an innovative tech stack to drive value for our customers (vs. maintaining the mess).
We take a product-management approach toward our tech stack -- test & learn, always focus the company on our customers, and automate as much as possible.
Your Main Tasks:
- Build the processes and systems that generate actionable insights on our business and market.
- Understand our key business metrics and how we can build processes and systems that help uncover the driving factors behind them
- Help demystify our prospect to customer journey - align our processes and tools to give us a clear view of performance across the revenue funnel
- Define the strategy and roadmap for revenue processes and systems
- Create the vision and structure for how our GTM systems (Salesforce, Hubspot, Gong, Apollo, etc.) and supporting tools will connect and operate seamlessly
- Identify and implement tools, best practices, and operational workflows with an eye toward measurable outcomes and continuous improvement
- Focus on building the minimum viable product; avoid “feature creep”
- Own the integrity of our revenue systems ecosystem by putting in place proper access and permissions controls, ensuring data integrity, and developing protocols for change management
- Execute high impact initiatives.
- Partner with RevOps leadership and other Go-to-Market teams to drive initiatives that impact revenue - for example, identifying use cases for generative AI to make our outreach more timely and relevant for our prospects
- Drive robust systems, processes, and analytics to ensure that we learn from any initiative -- treating them as experiments with data-based learning
- Collaborate with Sales, Customer Success, Marketing, Product and Finance team members as a project owner and executor
What you bring to the table:
- 3+ years experience in Revenue Operations, Salesforce Administration, or similar roles
- Demonstrated Salesforce experience required; Salesforce Certified Admin a huge plus
- Product manager mindsight with proven ability to make a complex tech stack easy-to-use
- Ability to see big picture and distill it into project plan with specific actions
- Team player who isn’t afraid to connect with cross-functional teams directly to get feedback
- A desire to learn and execute, especially in regard to new technologies utilizing generative AI
- Bachelor’s degree
You’ll be successful here if:
- You seek and build expertise: You learn the playbooks that work elsewhere and build the ones that works for CBI
- You’re a true owner: You have an ownership mindset and don’t wait for someone else to tell exactly what needs to be done.
- You focus on results: You don’t believe in vanity metrics and believe in taking swings at big outcomes.
#LI-Hybrid
Please note this is a US-based role.
In addition to base salary listed below, this role is also eligible for a bonus opportunity.
What we're all about
CB Insights is the leader in predictive intelligence on private companies—turning exclusive data on millions of firms into early, trusted signals on future performance and direction. The company pioneered predictive intelligence with its Mosaic Score—the first system to reliably forecast the outlook for a private company—and has since built it into a comprehensive platform of AI and data capabilities. Today, leading strategy, investment, and business development teams rely on CB Insights to identify the right companies, markets, and opportunities before their competitors do.
CB Insights Leadership Principles
At CB Insights, everyone is expected to be a leader. These leadership principles are like an operating system for our culture. Use the principles as a practical guide to making decisions.
We are what we repeatedly do. By living the principles outlined below, we will build an outstanding company and do insanely great work.
- Solve customer problems. It’s our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process.
- Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life.
- Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren’t built from afar.
- Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed.
- Danger zones:
- Bureaucracy. May the best ideas and execution win.
- Complexity. Leaders use frameworks and systems to simplify.
- No commitment. Leaders don’t compromise just to get along. Debate. Disagree. But once a decision is made, commit.
- Leaving what’s important unsaid or undone. No “circling back.”
- Data informs. Insight transforms. Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity.
- Insist on excellence. Leaders set high standards and overcome obstacles. They do the kind of work they’re excited to share with the world.
- Live off the land. Leaders creatively use resources already available to them – especially AI – to execute and automate their work.
- Good judgment. Leaders have it. Where it comes from: insight, listening, first-hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones.
- Help others. Leaders know we’re building this together.
You’ll want to work here if
- You are excited about how AI is transforming tech
- You are hungry for feedback and the chance to grow
- Your instinct is to work smarter not harder
- You love developing as a SME with a strong POV
- You are motivated by challenges and big ideas
- You believe in radical personal accountability
You don’t want to work here if:
- You are a tech pessimist
- Radical Candor is not your style
- You like to build big processes
- You stay @ the 30,000 foot view instead of digging into the details
- You prefer to operate in your comfort zone
- You expect to be judged by outputs instead of outcomes
What we offer:
- Industry Insight: over 500k+ people follow our tech newsletter: sign up here
- Holistic compensation: Competitive cash compensation, comprehensive healthcare coverage (PPO, HSA, and FSA options), multiple mental health resources, 401(k) with company match, annual professional development stipend, and generous paid time off.
About Our Pay Practices
We believe in recognizing and rewarding excellence. Our commitment to fairness means that compensation decisions are informed by qualifications, location, internal equity, and current market data. While we aim to hire at our established Hiring Target, starting pay may vary based on factors such as market rates, the qualified pool of candidates, and individual experience.
Equal Opportunity Employer: At CB Insights we know that innovation comes from collaboration, belonging, and diverse perspectives. We’re proud to be an equal opportunity employer - all applicants are considered for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
CB Insights New York, New York, USA Office
498 7th Avenue, New York, NY, United States, 10018
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