Onboarding Specialist

CB Insights • New York, NY

9h • $68,000 - $80,000 • Hybrid

About The Position

CB Insights is seeking an Onboarding Specialist to provide a world-class onboarding experience for new customers, ensuring early and meaningful adoption of their platform. This role is a key part of the Customer Success team, guiding new customers through their initial 4-5 weeks. The specialist will adopt a consultative approach, collaborating with customers on their goals and use cases, and supporting engagement strategies for high-priority, renewing accounts. It is a highly collaborative position, working with other onboarding specialists and account managers to drive customer adoption and long-term success. This opportunity allows for career growth within a leading technology company that partners with sophisticated organizations globally. The Customer Success team works with Fortune 500 companies to address challenges in emerging technologies and digital transformation, valuing diverse backgrounds and fostering creativity and strategic thinking. CB Insights itself is a leader in predictive intelligence on private companies, utilizing machine and human intelligence to deliver data-driven insights for strategic decision-making.

Requirements

• 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

Nice To Haves

• Comfort working with AI tools is a plus
• Bachelor’s degree preferred

Responsibilities

• 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

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees