Strategic Account Manager

San Jose, CA, United States

Drive growth and adoption. Retain and upsell clients. Partner strategically.

The Role You’ll Play

CB Insights is looking for a Strategic Account Manager to cultivate and grow our existing enterprise client base. You will identify new opportunities while maximizing customer benefit and adoption of our software platform. The Strategic Account Manager is the CEO of our customers, coordinating other teams to maximize customer outcomes. They will foster long-term relationships, procuring subscription renewals, and growing account revenue through cross and upsell opportunities.

About The Strategic Accounts Team

We are 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 people at Fortune 500 companies. 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 Strategic Accounts team means being a part of that equation.

Your Main Tasks

Partner with Strategic Account Executives to design and execute highly effective outreach campaigns to potential new clients (covering warm and cold relationships)

Collaborate with team members to secure deals through effective team-selling

Use Salesforce CRM to ensure knowledge transfer regarding account development, outreach progress, and opportunity pursuit

Work on essential projects that increase our effectiveness within account management and business development (e.g. map competitors, develop new outreach capabilities, capture market trends).

Create and cultivate deep and meaningful relationships with our top customers and build their loyalty and adoption towards CBI

Manage, and being the primary contact for customers

Maximize revenue with customers by identifying needs and customer pain points

Leverage analytical skills and experience to assess business opportunities

Liaise between the customer and other teams

Be a trusted advisor to our customers, educating them on the value of CB Insights’s platform and services

Identify creative strategies to engage customers and produce incremental revenue

Promote CB Insights, tailoring its presentation to the needs of different customer types

Partner with our Intelligence Unit, Product, and Business Development teams to increase customer experience and outcomes

What You Bring To The Table

B.S. or B.A. in business management, finance, economics or similar study (or relevant experience). MBA preferred.

Minimum 4+ years of quota-busting success in strategic account management and/or customer success, within enterprise software or SaaS. Must have experience with F500/Global2000 clients.

Solid background managing complex renewals.

Expertise with Excel and CRMs, preferably Salesforce and proficiency communicating data from those tools.

Ability to travel up to 10% of the time.

You’ll Be Successful Here If You Have

Real passion for serving customers.

The ability to establish credibility with key customer decision makers & influencers.

Strong verbal/written communication & presentation skills; extraordinary listening skills.

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, this role is also eligible for commission.

A little bit about our pay practices: Typically, we will hire at our Hiring Target, but actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, and budgetary constraints.

Compensation

$75,000—$95,000 USD

What We're All About

We're on a mission to advance the technology economy -- one driven by innovation, markets, and entrepreneurship. We believe a thriving technology economy powers a thriving society. By synthesizing, analyzing and visualizing millions of data points, we deliver a 360° view of the technology economy – powering the insights that buyers, sellers, investors, and advisors need.

As a CBIer, you can expect to leverage generative AI to drive creativity, efficiency, and strategic decision-making. Our culture is infused with the spirit of exploration and experimentation – and AI is a catalyst for new ideas and breakthrough solutions.

Our Core Values

Build Dope Isht

Seek the Truth

Create Simplicity

Dive Deep

Push Limits

Own Outcomes

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 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

Award-winning culture: recognized by Inc., Glassdoor, and Built-in for leadership, career opportunity, and engagement

Industry Insight: over 500k+ people follow our tech newsletter: sign up here

Holistic compensation: cash, rich healthcare insurance benefits including PPO, HSA, and FSA options, Gympass, multiple mental health resources, pet insurance, 401k match, annual education 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 consider factors like qualification, location, internal equity, and market data.

Our compensation philosophy goes beyond base salary. To align with your dedication and success, we offer total compensation as innovative as the work we do - this includes variable cash potential, 401k matching, flexible healthcare options plus mental health and gym resources, professional development and education stipends, great PTO, and more.

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.

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