Customer Success Manager, Investors

Added
15 days ago
Type
Full time
Salary
Salary not provided

Related skills

data analytics financial modeling saas excel apis

📋 Description

  • Act as trusted advisor to investor accounts; guide use of Similarweb data.
  • Analyze digital traffic data to create investor-focused insights.
  • Own onboarding; train clients to become power users.
  • Cultivate long-term partnerships; align solutions with client goals.
  • Anticipate churn, mitigate risks, and identify upsell opportunities.
  • Become SME across Similarweb’s full product suite.

🎯 Requirements

  • Strong knowledge of the financial services ecosystem; hedge funds/PE/VC/IB.
  • Passion for alternative data and digital signals guiding investments.
  • Proven success in client-facing roles; can influence stakeholders and own renewals.
  • Bachelor’s degree in Finance, Economics, Business or related field.
  • Confident presenting insights in writing and verbally to diverse audiences.
  • Analytical thinker who can dissect problems quickly and design data-driven solutions.

🎁 Benefits

  • Medical, dental, and vision insurance.
  • 401(k) plan with company matching.
  • Potential equity and employee stock purchase plan.
  • Paid sick and parental leave.
  • Regular team outings and happy hours.
  • Career growth opportunities and learning programs.
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