Customer Success Manager - Investors SMB

Unlock Insights. Drive Decisions. Transform the Investor Landscape.

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.

Why This Role Is Important

The CSM's ability to create relationships with the clients, and help them extract real business value, using Similarweb’s platform, is essential to keeping clients engaged with Similarweb for years.

• The CSM is on the front line, bringing our platform and data to life for the client 
• The CSM drives user engagement, adoption of our platform and helps identify growth opportunities by addressing the client's pain points

As a Customer Success Manager, you’ll lead the development and execution of a long-term Account Strategy for customers, focusing on both retention and growth. You'll manage relationships with customers and key decision-makers, working closely to help them achieve their business goals and KPIs. 

What You’ll Do

• Own and grow a book of investor clients - ranging from banks and hedge funds to VC/PE firms—ensuring adoption, value realization, and account retention.
• Understand and communicate client goals and workflows to drive platform engagement and usage.
• Act as a trusted advisor to key stakeholders across investor accounts - guiding them on how to leverage Similarweb to inform due diligence, identify trends, and evaluate portfolio opportunities.
• Identify and drive upsell opportunities by aligning product capabilities with customer objectives.
• Become a subject matter expert across Similarweb’s full product suite, always ready to offer tailored solutions and innovative use cases.
• Bring new stakeholders into the relationship by proactively sourcing and nurturing key contacts.
• 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.

This Role Is Ideal If You Have:

• 2+ years of experience in Customer Success, Account Management, or client-facing roles with a commercial component.
• Proven ability to work with recurring revenue models and exceeding retention/upsell goals.
• Background working with consumer finance or investor clients, alternative data platforms, and/or data-centric SaaS solutions.
• Excellent communication and presentation skills, including with senior stakeholders.
• A strong analytical mindset; comfortable discussing technical data integrations and analysis.
• Self-starter with the ability to operate in a fast-paced, cross-functional environment.

Why You’ll Love Being a Similarwebber

• Our product is loved: 99% of employees say it’s why they joined.
• Big ideas welcome: We encourage initiative, innovation, and collaboration.
• Career growth: With mentorships, learning programs, and internal mobility, your growth is our priority.
• Inclusive culture: We celebrate diverse backgrounds and foster a workplace where you can thrive authentically.
• Great benefits: Competitive compensation, hybrid flexibility, team outings, and more.