Customer Success

Help the world’s smartest organizations get even smarter.

Wells Fargo. Sequoia Capital. 3M. The world’s smartest organizations use our platform to identify disruptors, find tech vendors and so much more.

And our Customer Success team is critical to it all, empowering our clients with the product education and vision to create their strategy.

Open Customer Success jobs

Customer Success Manager


Our Customer Success team is full of exceptional people dedicated to providing exceptional outcomes for CBI clients each and every day. We set the standard for delivering current client value through best-in-class, repeatable practices and behaviors which enable successful, long-lasting careers.

Bill Post Senior Director, Customer Success

We’ve been busy

Being the stewards of a revenue rocket ship

Our support is vital — our impact evident

Guiding thousands of happy users

Seeing improvement through teamwork, coaching and curiosity

Increasing NRR, GRR

Through creativity and collaboration, we’re fixated on elevating our metrics

Get to know our values.

Hard Work

We believe hard workers do two things: focus on solutions and focus on execution.

High Standards

Those with high standards are deliberate decision makers driven by personal excellence, and have mastery over the details.


We search for those who set ambitious goals for themselves and stay restless until their targets are hit.


Helpfulness is a key element of our organization. We value those who communicate simply, stick to commitments, and can adapt to change.


Humility shows up in many ways across our department, characterized by someone who assumes good intent, is open to new ways of thinking & doing, and sweats the details.

Employee Perks

Training and career growth

Yearly education stipend

401(k) with 4% matching

Subsidized health, dental & vision insurance

Pre-tax commuter benefit

In-office lunch stipend

Paid parental leave

Awesome team building events

Charitable matching program

Headspace, Aaptiv, Rightway and One Medical membership

Ready for your next challenge?

Take a look at our open positions now.