Customer Success Manager, Investors

Similarweb LTD; New York (NY); Hybrid; USD 84,000 - 114,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401K plan

Potential equity

Employee stock purchase plan

Paid sick and parental leave

Job summary

Similarweb is seeking a Customer Success Manager (CSM) focused on investor clients across North America. You will guide hedge funds, PE firms, VC groups, and investment banks in turning digital insights into actionable strategies, from onboarding to long-term optimization.

You’ll consult with stakeholders, analyze traffic data, and deliver compelling narratives in reports and real-time sessions. A bachelor’s degree in a related field and strong client-facing experience are essential.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Strategy, or related field.
• Experience in client-facing roles with renewal cycles across an owned book of business.
• Strong knowledge of the financial services ecosystem and alternative data.
• Confident in presenting insights to diverse audiences in writing and verbally.
• Analytical thinker able to dissect complex problems and design data-driven solutions.

Responsibilities

• Act as a trusted advisor to investor accounts to guide use of Similarweb data for business decisions.
• Analyze digital traffic and engagement data; deliver insights via presentations and reports.
• Own onboarding and train users to become power users of the platform.
• Build deep client relationships by aligning solutions with client goals.
• Proactively manage accounts to mitigate churn and identify upsell opportunities.
• Become a subject matter expert across Similarweb’s product suite.

Skills

Client-facing

Data storytelling

Financial services knowledge

Presentation skills

Analytical thinking

Education

Bachelor’s degree in Finance/Economics/Business Strategy

Tools

Excel

APIs

Excel Plug-ins

Advanced analytics tools

Job description

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.

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 key business decisions
• Data Analysis & Storytelling: 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.
• Customer Enablement: 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.
• 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 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.

**At Similarweb, collaborating with our colleagues in the office creates a more connected, unified culture. Our best work is a product of our face-to-face collaboration, with the ability to work partially from home.**

The base salary range for this position in the New York City area is $84,000 to $114,000, plusbenefits, including: medical, dental, and vision insurance, 401K plan, potential equity, employee stock purchase plan, and paid sick and parental leave.

In addition, this position is eligible to participate in the company’s sales incentive plan, with a maximum target OTE of up to $163,000, depending upon the final terms of employment and achievement of established targets.
Individual compensation is based upon a number of factors, including qualifications and relevant experience.

The base salary range above is for the New York City area, and could vary for candidates in other locations.

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 the 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 strongly emphasize 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.

Please note: We’re unable to sponsor employment visas at this time.

#LI-GC #LI-Hybrid

We will handle your application and information related to your application in accordance with the Applicant Privacy Policy available here .

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Similarweb’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A \"disabled veteran\" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A \"recently separated veteran\" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An \"active duty wartime or campaign badge veteran\" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An \"Armed forces service medal veteran\" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.