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Customer Success Associate

2 months ago


Toronto, Ontario, Canada Street Contxt Full time
About the Role

We are seeking a highly motivated and experienced Customer Success Associate to join our team at Street Context. As a key member of our Customer Success Management team, you will play a critical role in ensuring our customers receive the maximum value from our products and services.

Key Responsibilities
  • Successful Onboarding of New Users: Develop and implement effective onboarding strategies to ensure new users understand our product and receive the maximum value.
  • Supporting Pilot Opportunities: Collaborate with our Account Executives and Account Managers to close pilots with new and existing customers and leverage the CSM team to build pilot strategies.
  • Using Data to Support Decision Making: Analyze client needs and supplement value-driven insights from outside of the SCX platform. Build reports with key user metrics and/or client engagement data that Account Owners and CSMs can use to drive expansion opportunities with exec sponsors.
  • Support the Administration of CRM: Manage our Salesforce instance by administering fields, creating validation rules, and designing efficient flows to streamline our processes. Tackle ad hoc inquiries diving into data clean-up initiatives to keep our records updated.
  • Manage Internal Business Intelligence Tools: Support the GTM team in facilitating the use of business intelligence tools such as Looker and Planhat. Optimize CS workflows using Planhat automation and configure internal and client-facing dashboards using Looker. Tackle data and report errors, ensuring data accuracy and smooth functionality across systems.
  • Monitoring User Health to Minimize Churn: Forecast and track key user metrics logins, sends, etc.). Prepare reports on user status to communicate to internal and external leadership to help drive decision-making. Identify users who have fallen into bad health and support the creation of holistic strategies as a CSM team to bring them back to ensure their satisfaction and retention.
  • Acting as the Voice of Our Users: Be the internal voice of our users and create a continuous feedback loop to advocate for our users' needs. Act as a liaison between users and our internal teams, and field inquiries to appropriately escalate and resolve issues.
  • Identify Opportunities for Process Improvement: Help document, create, standardize, and optimize CSM processes that can help our team scale. Help plan, manage, and execute Go-to-Market and Customer Success initiatives.
  • Continual Education & Training: As the Street Context offering and the broader industry evolve, and the Customer Success team evolves, you'll be responsible for leveraging internal and external resources to continually educate and train yourself, equipping yourself with the knowledge and tools to effectively communicate and sell Street Context.
Requirements
  • You have experience in a customer-facing role, though not necessarily in our industry.
  • You are curious, with a habit of lifelong learning.
  • Your EQ is through the roof and compliments on your communication skills follow you everywhere you go.
  • You are comfortable with data and don't shy away from an Excel sheet.
  • You are coachable and integrate feedback into your conduct and professional development goals.
  • You have the motivation, drive, and energy required to sustain a high level of client-facing activity.
Preferred Qualifications
  • You are experienced with go-to-market and product analytics tools such as Salesforce, Planhat, Zoom, and business intelligence products like Looker or Tableau.
  • You have worked on a trading floor or have experience working with capital markets, specifically in research, sales, or trading.
About Street Context

At Street Context, we are committed to providing our customers with the best possible experience. We believe in the importance of building strong relationships with our customers and providing them with the support and resources they need to succeed.

We offer a competitive cash compensation package, equity incentives, and investments in your professional development. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.