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Account Manager Commercial

💼 Full-time🗓 2026-07-31

Core

Managing a portfolio of mid-market accounts for Venture Capital, Corporate Strategy, and Innovation groups to drive software adoption, retention, and expansion.

Role type

Account Manager (Commercial)

Builds

Customer relationships and business outcomes via CB Insights' software & services

Domain

Enterprise software / SaaS / Venture Capital & Corporate Strategy

Deliverable

client delivery

Required skills

Account management, customer success, business development, renewal management, predictive analytics, CRM proficiency, Excel proficiency, stakeholder mapping, product feedback integration

Preferred skills

Salesforce expertise, API/datafeed familiarity, negotiation, multi-account management

Technologies

Salesforce, Excel, BI tools

Responsibilities

Serve assigned mid-market accounts to achieve business outcomes, drive customer software engagement and power user development, implement account plans, lead business development efforts, run renewal processes, maintain communication protocols, solve ad-hoc customer issues, apply predictive analytics for expansion/churn, collaborate on marketing campaigns, provide product feedback, educate customers on trends

Seniority

Mid-level, hands-on IC

Rewrite
## About the role The CB Insights Account Manager, Commercial is responsible for maintaining a portfolio of Accounts that include some of the world's leading Venture Capital, Corporate Strategy, and Innovation groups. This position delicately governs customer relationships and consistently illustrates the value delivered through CB Insights' software & services. The Account Manager serves as the internal voice of the customer while working with other CB Insights' teams to exceed customer expectations. This individual's performance is measured on specific metrics associated with customer expansion, retention, senior stakeholder mapping, and product adoption. ## About the Account Management Team Working on our team is 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 the best and brightest 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 AM team means being a part of that equation. The uniqueness of the AM Team is driven by our group's diversity. You can look around and you'll find very few people with similar backgrounds. We each bring our own story, which creates a very special environment for creativity, fun, strategy, and success. ## Responsibilities - Actively serve a portfolio of assigned mid-market accounts so that customers may achieve their positive business outcomes via CB Insights' software & services. - Drive customer software engagement & development of power users across customer organizations on a personalized level and at scale. - Implement Account Plans for assigned accounts. - Lead business development efforts to expand customer relationships. - Run the renewal process for the assigned portfolio of accounts. - Maintain communication & governance protocols across customer & CB Insights' teams. - Effectively solve ad-hoc customer issues as needed. - Bring to bear predictive renewal analytics to identify customer expansion opportunities & churn risks. - Collaborate with Marketing to demonstrate customer communication campaigns. - Provide continuous customer feedback to CB Insights' Product team. - Stay current & educate customers on CB Insights' products, competitive landscape & innovation trends. - Embrace & contribute to the AM team's standard methodologies. ## Requirements - B.S. or B.A. in business management, finance, economics or similar study. - Validated results in prior role. - At least 3-5 years of prior account management and/or customer success experience, preferably within enterprise software or SaaS. - Expertise with Excel and CRMs, preferably Salesforce. - Proficiency communicating data via Excel, Salesforce and other business intelligence tools. ## Nice to 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. - Familiarity with data integrations via API and Datafeed. - 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.
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