Onboarding Specialist

Confirmed live in the last 24 hours

CB Insights

NY, NY

Hybrid

Posted April 22, 2026

Job Description

Set our customers up for success

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.

The role

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.

Why this role

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.

About the Customer Success Team

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.

About CB Insights

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.

What you’ll do

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

What you bring

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

Please note this is a US-based role.

In addition to base salary listed below, this role is also eligible for commission.

Compensation

$68,000—$80,000 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.
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