Customer Success Associate
4 weeks ago
Street Context is seeking a highly motivated and results-driven Customer Success Associate to join our team. As a key member of our Customer Success Management team, you will be responsible for ensuring our customers receive the maximum value from our products and services.
Key Responsibilities
Communicate with and assist our users in understanding our product so they receive the maximum value and return on investment.
Ensure users are updated on new product features and guide users through significant milestones such as upgrades, new releases, and feature enhancements.
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.
Understand client needs to supplement value driven 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.
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.
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.
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.
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.
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.
Requirements
Experience in a customer-facing role, though not necessarily in our industry.
Curious, with a habit of lifelong learning.
Excellent EQ and communication skills.
Comfortable with data and not afraid of an Excel sheet.
Coachable and integrate feedback into your conduct and professional development goals.
Motivation, drive, and energy required to sustain a high level of client-facing activity.
Preferred Qualifications
Experience with go-to-market and product analytics tools such as Salesforce, Planhat, Zoom, and business intelligence products like Looker or Tableau.
Experience working on a trading floor or have experience working with capital markets, specifically in research, sales, or trading.
What We Offer
Competitive cash compensation practices, equity incentives and investments in your professional development.
Opportunity to make a constant and direct impact on our platform, our processes, our users, and our team.
A company that respects your downtime too.
Clear understanding of where the company is headed and how it's going to get there.
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