Set our customers up for success.
CB Insights is looking for a Senior Onboarding Specialist to deliver a world-class onboarding and training experience for new and existing customers.
The Role
As part of our Customer Success team, you will lead the onboarding and early engagement experience for CB Insights customers. You’ll ensure new users quickly understand the platform, adopt it effectively, and realize meaningful value within their first 4–5 weeks.
In this role, you’ll act as a consultative partner to customers — guiding them through projects, identifying opportunities for deeper engagement, and helping them apply CB Insights to their specific business needs.
You will also support our top renewing enterprise customers, partnering with Account Managers to drive engagement and maximize ROI. These customers include some of the largest companies in the world and often rely on advanced use cases such as API and data integrations.
You’ll collaborate closely with other Onboarding Specialists and our Customer Support leadership to continuously improve onboarding strategies, training resources, and the overall customer experience.
This role is ideal for someone who is proactive, curious, and hands-on, and who wants to grow their career at a company that works with some of the most sophisticated organizations in the world.
About the Customer Success Team
Our team works with some of the most innovative companies in the world, helping them understand emerging technologies and market shifts.
Every day we engage with leaders at Fortune 500 companies, supporting them as they solve complex strategic challenges. Our role is to ensure they get maximum value from the insights and data CB Insights provides.
Our team is also defined by its diversity of backgrounds and perspectives. This mix of experiences creates a collaborative, creative, and high-energy environment where people enjoy solving problems together.
Responsibilities
Become an expert in the CB Insights platform and customer use cases
Onboard new users and manage the first 4–5 weeks of the customer lifecycle
Deliver training through group sessions, tailored outreach and 1x1 working sessions
Proactively identify opportunities to increase product adoption and engagement
Partner with Account Managers to support top renewing enterprise customers
Provide guidance on API usage and data integration workflows
Serve as a trusted advisor on best practices and strategic use of the platform
Document customer interactions and insights to ensure smooth internal collaboration
Develop and improve Help Center and onboarding training materials
Act as a leader and mentor for onboarding and support team members
What You Bring
3+ years of experience in Customer Success, Support, or Client Services
Bachelor’s degree
Strong commitment to delivering an exceptional customer experience
Ability to lead training sessions and engage large groups
Familiarity with APIs and data integrations
Excellent written and verbal communication skills
Strong organizational skills and ability to manage multiple projects simultaneously
Proficiency in Google Sheets, Excel, and Salesforce
A proactive, self-starter mindset with a passion for consulting and problem solving
#LI-Hybrid
Please note this is a US-based role.
In addition to base salary listed below, this role is also eligible for commission.
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.
You’ll want to work here if
You don’t want to work here if:
What we offer:
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.