Full-Time

Customer Success Specialist

Posted on 9/25/2024

Street Context

Street Context

51-200 employees

Centralizes financial onboarding and engagement requests

No salary listed

Junior, Mid

New York, NY, USA

This is a hybrid position, which implies that the candidate will need to work in-office for part of the week.

Category
Customer Education & Training
Customer Success & Support
Customer Success Management
Sales & Account Management
Requirements
  • 2+ years of experience in a client-facing role
  • High emotional intelligence (EQ) and strong communication skills
  • Ability to integrate feedback into professional development goals
  • Motivation, drive, and energy for high levels of client-facing activity
  • Experience using data-driven approaches to drive engagement across a user base
  • Experience creating communication/content strategies that align to adoption strategies across a user base
Responsibilities
  • Successfully onboarding new users
  • Supporting pilot opportunities
  • Minimizing user churn
  • Monitoring and evaluating user health
  • Supporting product direction
  • Generating content
  • Continual education and training
Desired Qualifications
  • Experience working on a trading floor or with capital markets (research, sales, or trading)
  • Experience in a SaaS business
  • Experience with go-to-market and product analytics tools such as Salesforce, Amplitude, Zoom, Looker, or Tableau

Street Context offers a platform that streamlines the on and offboarding processes for financial professionals, including buy-side and sell-side analysts. The platform centralizes entitlement and change requests, providing tools to manage identities, build relationships, and personalize coverage. It operates on a subscription model, delivering real-time engagement data that helps users make informed follow-up decisions and integrates seamlessly with Outlook. The goal is to enhance communication and client interactions for financial institutions by ensuring that every conversation is impactful.

Company Size

51-200

Company Stage

Series A

Total Funding

$10.2M

Headquarters

Toronto, Canada

Founded

2012

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for AI-driven email analytics in capital markets boosts Street Context's relevance.
  • Increased interest in personalized communication tools supports Street Context's integration with Outlook.
  • Rising importance of real-time data analytics enhances Street Context's value proposition.

What critics are saying

  • Integration challenges with BlueMatrix could disrupt service and affect client trust.
  • BlueMatrix acquisition may shift focus away from email intelligence, alienating customers.
  • Reliance on Outlook integration poses risks if Microsoft changes API policies.

What makes Street Context unique

  • Street Context is the only email intelligence software for global capital markets.
  • The platform integrates seamlessly with Outlook, enhancing user experience and functionality.
  • Street Context offers real-time engagement data, unlike traditional CRMs and email tools.

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Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

-1%

2 year growth

0%
PR Newswire
Jan 22nd, 2025
BlueMatrix Announces Strategic Acquisition of Street Context

/PRNewswire/ -- BlueMatrix, the global leader in financial services research publishing and distribution, is thrilled to announce its acquisition of Street...

StreetContxt
Jan 13th, 2022
Street Contxt launched version of Contact Utility on Jan 1st 21'.

To understand the scope of the problem, Street Contxt launched the first version of its Contact Utility in 2021: the product would allow its clients to leverage engagement data and email delivery data (especially bounce data) to automatically flag inactive contacts, helping its users automatically and quickly clean up their distribution lists.

INACTIVE