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CB Insights // tracking private companies
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Strategic Account Manager

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

The Role Youll Play:

CB Insights is looking for a Strategic Account Manager to cultivate & grow our existing enterprise client base. You will identify new opportunities while maximizing customer benefit & 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, & growing account revenue through cross & upsell opportunities. 

About the Strategic Accounts Team:

We are unique mostly because of our amazing clients, the problems we are helping them solve, & 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 & execute highly effective outreach campaigns to potential new clients (covering warm & 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, & opportunity pursuit
  • Work on essential projects that increase our effectiveness within account management & business development (e.g. map competitors, develop new outreach capabilities, capture market trends).
  • Create & cultivate deep & meaningful relationships with our top customers & build their loyalty & adoption towards CBI
  • Manage, & being the primary contact for customers
  • Maximize revenue with customers by identifying needs & customer pain points
  • Leverage analytical skills & experience to assess business opportunities
  • Liaise between the customer & other teams
  • Be a trusted advisor to our customers, educating them on the value of CB Insightss platform & services
  • Identify creative strategies to engage customers & produce incremental revenue
  • Promote CB Insights, tailoring its presentation to the needs of different customer types
  • Partner with our Intelligence Unit, Product, & Business Development teams to increase customer experience & 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 & CRMs, preferably Salesforce & proficiency communicating data from those tools.
  • Ability to travel up to 10% of the time.

Youll 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 & 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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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, & budgetary constraints.

 
 
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