About the job
Join our mission to empower clients to achieve success through our innovative solutions.
CB Insights is on the lookout for a dedicated Senior Customer Onboarding Specialist who will provide an exceptional onboarding and training journey for both new and existing clients.
Your Role
As an integral member of our Customer Success team, you will spearhead the onboarding process and initial engagement efforts for CB Insights' clientele. Your objective will be to ensure that new users swiftly gain a comprehensive understanding of our platform, utilize it effectively, and derive significant value during their first 4 to 5 weeks.
In this capacity, you will serve as a consultative partner, guiding clients through their projects, pinpointing opportunities for deeper engagement, and assisting them in applying CB Insights to meet their unique business requirements.
You will also work closely with our top renewing enterprise customers, collaborating with Account Managers to enhance engagement and optimize ROI. These clients consist of some of the world's largest corporations, often employing advanced use cases such as APIs and data integrations.
Your collaboration with fellow Onboarding Specialists and Customer Support leadership will be crucial in continually refining onboarding strategies, training materials, and enhancing the overall customer experience.
This role is perfect for a proactive, inquisitive, and hands-on individual eager to advance their career in a company that collaborates with some of the most sophisticated organizations globally.
About Our Customer Success Team
Our team engages with some of the most forward-thinking companies in the world, aiding them in navigating emerging technologies and market transformations.
Daily, we connect with leaders from Fortune 500 firms, supporting them as they tackle complex strategic challenges. Our mission is to ensure they extract maximum value from the insights and data provided by CB Insights.
We pride ourselves on a diverse team with varied backgrounds and perspectives, fostering a collaborative, creative, and energetic atmosphere where problem-solving is a shared joy.
Key Responsibilities
Master the CB Insights platform and customer use cases
Guide new users through the initial 4-5 weeks of their customer journey
Conduct training sessions via group formats, personalized outreach, and one-on-one sessions
Identify and act on opportunities to boost product adoption and user engagement
Collaborate with Account Managers to assist top renewing enterprise clients
Offer expert guidance on API functionalities and data integration processes

