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OCA Ventures

Strategic Customer Success Manager - Finance



Accounting & Finance, Customer Service, Sales & Business Development
United States · Remote
Posted on Wednesday, March 13, 2024


Placer.ai is a high-growth, big data pre-IPO tech company led by seasoned executives and repeat entrepreneurs who are building the world's first "Google Analytics for the physical world.Placer.ai’s platform provides instant visibility into any property in the U.S., presenting accurate details about visitation patterns and demographic breakdowns of visitors. Placer.ai’s customers can see where visitors have been before, where they go afterwards, where they typically go for sports, entertainment, groceries, etc., and what their interests are. Placer.ai's A.I.-based SaaS platform replaces archaic solutions such as manual surveys, installed cameras and other people-counting systems, creating a blue ocean market of more than $100B.

Placer.ai has grown 2x year-over-year for the past 2 years, counting more than 3,300+ paying customers across a range of industries, including 2 of the world’s top-10 retailers, 2 of the top-10 CPG firms worldwide, a world’s top hospitality firm, 2 of the world’s top-10 commercial real estate (CRE) firms and 2 of the world’s top multinational asset managers and hedge funds. Placer.ai has just raised $100M for Unicorn ($1B+) valuation in Series C funding.


Placer.ai is looking for a talented Customer Success Manager with experience working with Hedge Funds & Asset Managers of Private Equity who will manage a book of customer business. The Customer Success team serves as subject matter experts, trusted advisors, and advocates to Placer.ai’s customers. You will drive the continued success of our customers while helping to build a world-class Customer Success function. You will engage with accounts managing customers’ needs, ensuring product adoption and revenue retention.

A successful candidate will be highly strategic, analytical, resourceful, customer-focused, team-oriented, and will have an ability to work under time constraints to meet deadlines. We are looking for someone with a proven track record of managing a diverse set of customers while helping to build customer success programs in a leading alternative data company.


  • Own the onboarding, growth, support and ongoing relationship management for our key investor customers
  • Work with your customers to drive engagement of Placer’s offering through identifying their pain points and providing them with creative ways of engaging with the data
  • Work cross-functionally with Support, Product, Solutions Engineering and Insights teams, while driving value for accounts through a strategic, consultative approach
  • Identify opportunities, trends and blockers and convert them into opportunities to grow the business through innovation based upon customer needs
  • Actively use problem-solving and analytical skills to figure out how to maintain client happiness and deliver results
  • Represent the needs of top partners within the organization


  • 3+ years of account management at at another Alternative Data vendor of Expert Network working with Hedge Fund or Private Equity customers
  • Highly motivated, detail-oriented, with excellent interpersonal, negotiation and communication skills
  • Excellent problem-solving skills in ambiguous situations
  • Be excited about working at a high-growth company and being part of a close-knit team
  • Ability to work in enterprise-level with multiple touch points and meetings with senior stakeholders
  • Proven track record of cross selling into multiple teams within large organizations
  • Experience with engaging with post-sales and pre-sales with effective communication
  • Bachelor’s degree in a rigorous discipline


  • Join a rocketship! We are pioneers of a new market that we are creating
  • Take a central and critical role at Placer.ai
  • Work with, and learn from, top-notch talent
  • Competitive salary
  • Excellent benefits
  • Fully remote


Placer.ai is an equal opportunity employer, and we are committed to building a team culture that celebrates diversity and inclusion.

Placer.ai’s applicants are considered solely based on their qualifications, without regard to an applicant’s disability or need for accommodation. Any Placer.ai applicant who requires reasonable accommodations during the application process should contact Placer.ai’s Human Resources Department to make the need for an accommodation known.