Customer Success Manager, Investors

Similarweb•New York, NY

10d•$84,000 - $114,000•Hybrid

About The Position

At Similarweb, we are revolutionizing the way businesses interact with the digital world by revealing to them everything that happens online. Our unique data and solutions empower over 6,000 customers globally, including industry giants like Google, eBay, and Adidas, to make game-changing decisions that drive their digital strategies. In 2021, we went public on the New York Stock Exchange, and we continue to reach new heights. Work alongside Similarwebbers from around the globe who are bright, curious, practical, and genuinely good people. Are you passionate about capital markets, data analytics, and client engagement? Join Similarweb as a Customer Success Manager (CSM) focused on our investor clients across North America. In this consultative and analytical role, you’ll be the strategic partner helping our institutional investor clients turn digital insights into actionable investment strategies. From onboarding to long-term optimization, you’ll guide hedge funds, private equity firms, venture capital groups, and investment banks through impactful use of Similarweb’s market intelligence.

Requirements

Strong knowledge of the financial services ecosystem—ideally with hands-on experience with Hedge Funds, PE, VC, and/or Investment Banking.
Passion for alternative data and an understanding of how digital signals can tie into investment decisions.
Proven success in client-facing roles, with the ability to influence and advise multiple stakeholders, as well as experience owning full renewal cycles across an owned book of business.
Bachelor’s degree in Finance, Economics, Business Strategy, or related experience.
Confident in presenting insights, both in writing and verbally, to diverse audiences.
Analytical thinker who can quickly dissect complex problems and design data-driven solutions.
Comfortable in a fast-paced SaaS environment with strong project management skills.
Able to work both independently and collaboratively across global teams.

Nice To Haves

Experience using Similarweb or other digital intelligence/alternative data platforms.
Proficiency in Excel (including financial modeling) and familiarity with APIs, Excel Plug-ins, and advanced analytics tools.

Responsibilities

Act as a trusted advisor to key stakeholders across investor accounts - guiding them on how to leverage Similarweb to inform key business decisions
Analyze digital traffic and engagement data to create compelling, insight-rich backtests and narratives tailored to investor KPIs. Deliver insights through presentations, reports, and real-time consults.
Own the onboarding journey, training users to become power users of the platform and data. Equip clients with the skills and context needed for long-term success.
Cultivate deep, long-term partnerships by understanding each client’s strategic goals and aligning our solutions to support them.
Anticipate pain points, mitigate churn risks, and identify upsell opportunities. Ensure customers are fully engaged and realize the "so what?" behind every data point.
Become a subject matter expert across Similarweb’s full product suite, always ready to offer tailored solutions and innovative use cases.