Full-Time

Customer Success Specialist

Confirmed live in the last 24 hours

Street Context

Street Context

51-200 employees

Centralizes financial onboarding and engagement requests

Data & Analytics
Financial Services

Junior, Mid

London, UK

Hybrid position in London.

Category
Customer Success
Customer Success & Support
Sales & Account Management
Required Skills
Amplitude
Tableau
Salesforce
Looker
Requirements
  • 2+ years of experience in a client-facing role
  • High emotional intelligence (EQ) and strong communication skills
  • Coachability and ability to integrate feedback into professional development goals
  • Motivation, drive, and energy to sustain a high level 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
  • Bonus: Experience working on a trading floor or with capital markets, specifically in research, sales, or trading
  • Bonus: Experience in a SaaS business
  • Bonus: Experience with go-to-market and product analytics tools such as Salesforce, Amplitude, Zoom, and business intelligence products like Looker or Tableau
Responsibilities
  • Successfully onboarding new users: Assist our users in understanding our product so they receive the maximum value and return on investment. Educate existing users on new features and intake feedback for improvements
  • Supporting pilot opportunities: Collaborate with our Account teams to run pilots with new and existing customers. You’ll run pilot education sessions, and communicate our value proposition for each user workflow
  • Minimizing user churn: Fight to identify and win back users who have fallen into bad health and create holistic strategies as a team to bring them back
  • Monitoring and evaluating user health: Forecast and track key user metrics. The team works hand in hand with account management, speaking with and visiting users to provide training, customizations, and product consultations
  • Supporting product direction: Because of your deep understanding of our products and users, you’ll be in a position to field feedback, identify product opportunities, and relay that information back to the organization (account teams, product, management) Your voice will create a continuous feedback loop to advocate for our users' needs
  • Generating content: Identify content that our users are likely to care about based on their persona, and package it for distribution (across multiple channels). This content can be used for education, training, or email distribution by account teams
  • Continual education and training: As the Street Context offering and the broader industry evolve, you’ll be responsible for leveraging internal and external resources to continually educate and train yourself, equipping yourself with the knowledge and tools to communicate and sell Street Context effectively

Street Context offers a platform that streamlines the on and offboarding processes for financial professionals by centralizing entitlement and change requests. It provides tools for managing identities, building relationships, and personalizing coverage, all while delivering real-time engagement data through a subscription service. The platform integrates with Outlook, allowing users to enhance their email experience and make data-driven follow-up decisions. The goal is to improve communication and client interactions for financial institutions and professionals.

Company Stage

Series A

Total Funding

$10.2M

Headquarters

Toronto, Canada

Founded

2012

Growth & Insights
Headcount

6 month growth

7%

1 year growth

3%

2 year growth

31%
Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for email intelligence in capital markets boosts Street Context's relevance.
  • AI-driven analytics integration enhances user engagement and streamlines operations.
  • Subscription-based model provides steady revenue and fosters customer loyalty.

What critics are saying

  • Emerging fintech startups could erode Street Context's market share.
  • Stricter data privacy regulations may impact email engagement data collection.
  • Integration challenges with non-Outlook clients could limit platform adoption.

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, enabling data-driven follow-ups.

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