Onboarding Specialist

CB Insights is looking for an Onboarding Specialist to deliver a world-class onboarding experience for new customers and drive early, meaningful adoption of our platform.

As part of our Customer Success team, you’ll serve as a key touchpoint in the customer experience. You’ll guide new customers through their first 4–5 weeks, ensuring they are set up for success, trained effectively, and positioned to realize value quickly.

You’ll take a consultative approach—partnering with customers on their goals, use cases, and initiatives, while also supporting engagement strategies for high-priority, renewing accounts.

This is a highly collaborative role, working closely with a team of onboarding specialists and account managers to drive customer adoption and long-term success.

This is an opportunity to grow your career at a leading technology company working with some of the most sophisticated organizations in the world. We’re looking for someone proactive, hands-on, and eager to make an impact.

Our team works with leading Fortune 500 companies to solve complex challenges around emerging technologies and digital transformation.

We pride ourselves on a diverse set of backgrounds and perspectives, creating an environment that fosters creativity, strategic thinking, and strong customer outcomes.

CB Insights helps the world’s leading companies discover and act on emerging technology trends. Our platform combines machine and human intelligence to deliver data-driven insights that power smarter strategic decisions.

• →Become an expert in the CB Insights platform and customer use cases
• →Lead onboarding for new customers, including setup and training
• →Deliver consultative guidance via calls and email during the first 4–5 weeks
• →Partner with Account Managers to drive engagement for renewing customers
• →Create tailored, high-impact content using AI tools
• →Provide best-practice recommendations to maximize customer value
• →Maintain detailed customer records to ensure seamless handoffs
• →Contribute to onboarding resources and Help Center content

• Proven success in a prior role
• Strong communication skills (written and verbal)
• A customer-first mindset with a passion for problem-solving
• Highly organized, with the ability to manage multiple priorities
• Proactive, self-starter attitude
• Experience with tools like Salesforce, Google Sheets, and Excel
• Comfort working with AI tools is a plus
• Bachelor’s degree preferred

#LI-Hybrid

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.

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 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 personal accountability