Customer Success Manager - Investors SMB

SimilarWeb; City Of London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A data intelligence company in London is seeking a Customer Success Manager focused on Investor clients. This role involves strategic consultations, data analysis, and relationship building within the financial services sector. The ideal candidate is passionate about digital metrics and holds a Bachelor's degree relevant to the role. Competitive perks and career growth opportunities will be provided.

Benefits

Competitive compensation packages

Regular team outings and happy hours

Career development opportunities

Qualifications

• Strong knowledge of the financial services ecosystem.
• Passion for digital metrics and investment decisions.
• Proven success in client-facing roles.

Responsibilities

• Act as a trusted advisor to key stakeholders.
• Analyze digital traffic and engagement data.
• Cultivate long-term client partnerships.

Skills

Client-facing roles

Analytical thinking

Digital metrics

Relationship building

Communication

Education

Bachelor’s degree in Finance, Economics, Business Strategy or related field

Tools

Excel

Similarweb

Job description

Overview

Are you passionate about financial markets, data analytics, and client engagement? Join Similarweb as a Customer Success Manager (CSM) focused on our Investor clients across EMEA. In this consultative and analytical role, you’ll be the strategic partner helping our investment clients turn digital insights into actionable 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.

Why This Role Matters

At Similarweb, we empower thousands of companies—ranging from Fortune 500 giants to emerging startups—to achieve their strategic goals through digital intelligence. In the Investor Vertical, your domain expertise will be critical to ensuring clients extract maximum value from our platform and data, influencing business decisions with cutting-edge insights.

What You’ll Be Doing

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

What Makes You a Great Fit

• Strong knowledge of the financial services ecosystem—ideally with hands-on experience in Hedge Funds, PE, VC, or Investment Banking.
• Passion for digital metrics and an understanding of how web performance ties into investment decisions.
• Proven success in client-facing roles, with the ability to influence and advise senior stakeholders.
• Bachelor’s degree in Finance, Economics, Business Strategy, or a related field.
• 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 platforms.
• Fluency in multiple languages.
• Proficiency in Excel (including financial modeling) and familiarity with APIs, Excel plug-ins, and advanced analytics tools.
• Sector-specific expertise in areas like eCommerce, travel, fintech, or media.

Why you’ll love being a Similarwebber:

You’ll actually love the product you work with: Our customers aren’t our only raving fans. When we asked our employees why they chose to come work at Similarweb, 99% of them said “the product.” Imagine how exciting your job is when you get to work with the most powerful digital intelligence platform in the world.

You’ll find a home for your big ideas: We encourage an open dialogue and empower employees to bring their ideas to the table. You’ll find the resources you need to take initiative and create meaningful change within the organization.

We offer competitive perks & benefits:We take your well-being seriously, and offer competitive compensation packages to all employees. We also put a strong emphasis on community, with regular team outings and happy hours.

You can grow your career in any direction you choose:Interested in becoming a VP or want to transition into a different department? Whether it’s Career Week, personalized coaching, or our ongoing learning solutions, you’ll find all the tools and opportunities you need to develop your career right here.

Diversity isn’t just a buzzword:People want to work in a place where they can be themselves. We strive to create a workplace that is reflective of the communities we serve, where everyone is empowered to bring their full, authentic selves to work. We are committed to inclusivity across race, gender, ethnicity, culture, sexual orientation, age, religion, spirituality, identity and experience. We believe our culture of equality and mutual respect also helps us better understand and serve our customers in a world that is becoming more global, more diverse, and more digital every day.

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