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Senior Onboarding Specialist

New York, NY

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. 

Compensation

$90,000 - $100,000 USD

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. 

  1. Solve customer problems. It’s our highest calling. Designing a product? Start from the customer problem it solves. Updating our sales process? Flip it around, and simplify the customer buying process. 
  2. Think BIG! Start small. Great changes start with a first step. Find it. Take it. Build a system around what works. This is the secret to bringing a vision to life.
  3. Go and see with your own eyes. Meet the customer, use the product, talk to the field. Great systems aren’t built from afar.
  4. Priorities: Choose one. Leaders give the gift of clarity. They find the most important thing and do it. Max power. Top speed.
  5. Danger zones: 
    • Bureaucracy. May the best ideas and execution win.
    • Complexity. Leaders use frameworks and systems to simplify. 
    • No commitment. Leaders don’t compromise just to get along. Debate. Disagree. But once a decision is made, commit.
    • Leaving what’s important unsaid or undone. No “circling back.”
  6. Data informs. Insight transforms.  Pull the thread. Ask why. Leaders are curious. They use what they learn to create clarity.
  7. Insist on excellence. Leaders set high standards and overcome obstacles. They do the kind of work they’re excited to share with the world.
  8. Live off the land. Leaders creatively use resources already available to them – especially AI – to execute and automate their work. 
  9. Good judgment. Leaders have it. Where it comes from: insight, listening, first-hand experience. How to apply it: carefully on big, hard to reverse decisions. Swiftly on limited, easy to reverse ones.
  10. Help others. Leaders know we’re building this together.

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 strong 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: 

  • Industry Insight: over 500k+ people follow our tech newsletter: sign up here
  • Holistic compensation: Competitive cash compensation, comprehensive healthcare coverage (PPO, HSA, and FSA options), multiple mental health resources, 401(k) with company match, annual professional development 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 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.

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