Customer Success Associate
4 weeks ago
Customer Success Associates at Street Context work closely with Account Managers and CSMs to support our managers and users throughout every step of their journey with us. Once our customers, some of the largest banks and broker dealers in the world, have chosen to purchase our products, CSAs will support the Success team in bringing them the value they signed up for by educating users on the product and workflows, communicating new feature enhancements, and gathering user feedback to inform the product roadmap.Our Customer Success Management team is also crucial in our mitigation of account churn by fighting to win back disengaged users. On accounts you support, you are involved in user strategy across all aspects of the account lifecycle—pilots, maintenance, renewals, and additional services to grow the accounts. You will have a team of Customer Success Managers to support your decision-making and account management. You’ll also have the opportunity to own Boutique accounts, responsible for their maintenance and renewal.You will need to familiarize yourself and continually update your understanding of the market we operate in, our users' workflows, and how we fit into the broader enterprise on the sell side. Additionally, you’ll become a product expert, understanding how the Street Context offering augments user workflows and how to convey the value proposition of our products.Thematic ResponsibilitiesSuccessful Onboarding of New Users: Communicate with and assist users in understanding our product to maximize value and ROI. Keep users updated on new features and guide them through milestones such as upgrades and releases.Supporting Pilot Opportunities: Collaborate with Account Executives and Managers to close pilots with new and existing customers and leverage the team to build pilot strategies.Using Data to Support Decision Making: Understand client needs, build reports with key metrics, and support expansion opportunities.Support the Administration of CRM: Manage Salesforce by customizing fields, creating validation rules, and designing flows. Handle data clean-up initiatives.Manage Internal Business Intelligence Tools: Support the use of tools like Looker and Planhat, optimize workflows, and ensure data accuracy.Monitoring User Health to Minimize Churn: Track user metrics, prepare reports, identify at-risk users, and support strategies to retain them.Acting as the Voice of Our Users: Advocate for user needs, create feedback loops, and escalate issues internally.Identify Opportunities for Process Improvement: Document, create, and optimize processes; contribute to GTM and Customer Success initiatives.Continual Education & Training: Keep updated with industry and product knowledge, leveraging resources to improve communication and sales skills.Your Know HowExperience in a customer-facing roleCurious, with a habit of lifelong learningHigh emotional intelligence and strong communication skillsComfortable with data and ExcelCoachable, open to feedbackMotivated, energetic, and capable of sustaining client activityIt's A Bonus IfExperienced with Salesforce, Planhat, Looker, Tableau, or similar toolsHave worked in capital markets, research, sales, or tradingValue inclusion, impact, and transparencyLove challenges and making a differenceEnjoy clear company direction and growth opportunitiesSeek competitive compensation, equity, and professional development #J-18808-Ljbffr
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Customer Success Associate
4 days ago
Toronto, Canada Employee by Design Full timeWe are seeking dynamic and motivated individuals to join our team! This role will be an addition to our Customer Success team, working alongside our Senior Customer Success Manager under our Strategic Accounts division. We’re looking for a Customer Success Associate who will be in constant communication with our clients to understand their needs, address...
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Customer Success Associate
5 days ago
Toronto, Canada Employee by Design Full timeWe are seeking dynamic and motivated individuals to join our team! This role will be an addition to our Customer Success team, working alongside our Senior Customer Success Manager under our Strategic Accounts division. We’re looking for a Customer Success Associate who will be in constant communication with our clients to understand their needs, address...
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Customer Success Associate
3 weeks ago
Toronto, Canada Street Contxt Full timeCustomer Success Associates at Street Context work closely with Account Managers and CSMs to support our managers and users throughout every step of their journey with us. Once our customers, some of the largest banks and broker dealers in the world, have chosen to purchase our products, CSAs will support the Success team in bringing them the value they...
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Customer Success Associate
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Toronto, Canada Firmex Full timeFirmex is a global software-as-a-service provider with corporate headquarters in Toronto, Canada. The company’s Firmex VDR service is the world’s most trusted virtual data room, having been used by over 140,000 companies worldwide to share confidential documents for due diligence, litigation and compliance. We’re on a mission to become the number one...
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Customer Success Associate
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Customer Success Associate
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Toronto, Canada Street Contxt Full timeCustomer Success Associates at Street Context work closely with Account Managers and CSMs to support our managers and users throughout every step of their journey with us. Once our customers, some of the largest banks and broker dealers in the world, have chosen to purchase our products, CSAs will support the Success team in bringing them the value they...
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