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Customer Success Associate

ABOUT STREET DILIGENCE 

Street Diligence is a high-growth, well-funded venture with an innovative product offering and ambitious expansion plans. Our clients include leading financial institutions that use our platform to analyze and negotiate advantageous terms in legal and financial contracts.  We break down key terms, identify what’s “market” and “off-market” and flags risks embedded in contract terms.  Our platform also provides unique visuals, benchmarking and comparison to place negotiations and contracts in context.  Founded in 2012, Street Diligence is headquartered in New York.    

THE ROLE

Street Diligence is looking for a Customer Success Associate to join our Operations team and support our client relationships. You will partner with the CTO & Director of Operations to own the onboarding of new clients and foster ongoing relationships with our current clients. This individual has a unique blend of communication skills, business acumen, creative problem-solving, and project management skills. This role will report into the Director of Operations.

WHAT YOU’LL DO:

• Create and refine the perfect onboarding process for new clients to ensure seamless implementation and set the client up for success and a long partnership.

• Establish, monitor, and communicate critical performance indicators (KPIs) concerning client success such as client satisfaction scores, client engagement, and overall client health. Leverage these insights to develop and refine client success strategy.

• Craft and understand each of our client’s journeys and pain points to facilitate and oversee personalized success strategies. Utilize segmentation to pinpoint clients with high growth potential and customize engagement accordingly.

• Creative thinker that is always looking for better ways of doing things with the ability to effectively communicate new ideas and their potential impact on the organization.

• Excellent project manager that can see the big picture while also drilling in on the details when necessary.

• Player/coach mentality who can manage other people’s work while also executing on their own portfolio of projects.

BASIC QUALIFICATIONS

• Have at least 1 year of experience in a client-facing role at a B2B SaaS company, such as success, support or sales

• Capable of understanding and effectively communicating complex concept to clients

• Stellar communication & project management skills, both internally and externally to ensure the execution and delivery of projects on time and within scope

• Proactive and strategic thinking, centered on delivering tangible outcomes

• Client-centric attitude, always looking to increase the client’s experience and looking at things from their perspective

DESIRED QUALIFICATIONS

• Bachelor’s degree in Business Administration, Project Management, Communications, or a related field

• Experience with CRM systems like Salesforce and project management tools like Jira

We know that not everyone will meet all of the qualifications listed above. If your experience doesn't perfectly align, but you believe you'd be a strong fit for the team, we encourage you to apply. We’re eager to learn more about what you can offer! 

Street Diligence is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state or local law. Street Diligence participates in the E-Verify employment system of the U.S. Government. 

Average salary estimate

$60000 / YEARLY (est.)
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$70000K

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What You Should Know About Customer Success Associate, Street Diligence

Are you ready to make waves in the realm of customer success? Street Diligence, a high-growth company based in New York, is seeking a dynamic Customer Success Associate to join our Operations team in the sunny paradise of Florianópolis. If you have a knack for building relationships and a passion for helping clients thrive, this is the perfect opportunity for you! At Street Diligence, we empower financial institutions with our innovative platform that simplifies the negotiation process for legal and financial contracts. In this role, you'll partner closely with our CTO and Director of Operations to bring new clients on board and nurture ongoing relationships with existing ones. You'll get to craft a seamless onboarding experience and track performance indicators like client satisfaction to ensure our clients experience the full value of our offerings. This is not just a job; it's your chance to shine as you tackle challenges with creativity and project management prowess, all while being a supportive player in a collaborative environment. With at least a year of experience in a client-facing role within a B2B SaaS company, you'll be able to communicate effectively complex concepts. We're looking for someone who's proactive and client-centric, ready to enhance the client experience at every turn. If you think you fit the bill and want to be part of our exciting journey, we encourage you to apply and showcase how you can contribute to our team at Street Diligence!

Frequently Asked Questions (FAQs) for Customer Success Associate Role at Street Diligence
What are the responsibilities of a Customer Success Associate at Street Diligence?

As a Customer Success Associate at Street Diligence, you'll be responsible for owning the onboarding process for new clients and ensuring a smooth implementation. You'll also monitor key performance indicators related to client success, oversee personalized success strategies for individual clients, and communicate effectively with both the internal team and clients to deliver successful projects. Your role is crucial in fostering strong relationships and ensuring our clients achieve their goals with our platform.

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What qualifications do I need to apply for the Customer Success Associate position at Street Diligence?

To apply for the Customer Success Associate role at Street Diligence, you should have at least one year of experience in a client-facing position at a B2B SaaS company. A Bachelor’s degree in Business Administration, Project Management, Communications, or a related field is preferred. Stellar communication skills, a client-centric approach, and experience with CRM and project management tools are also highly desirable.

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How does the onboarding process work for new clients at Street Diligence?

The onboarding process for new clients at Street Diligence is designed to be seamless and supportive. As a Customer Success Associate, you'll take charge of creating and refining this process, ensuring that new clients are well-prepared to use our platform effectively. You'll tailor the onboarding experience to each client’s specific needs and provide ongoing support to help them navigate our software, set them up for success, and build a long partnership.

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What makes the Customer Success Associate role at Street Diligence unique?

The Customer Success Associate role at Street Diligence is unique because it blends relationship management with strategic thinking. In this position, you'll not only focus on onboarding but also continuously monitor client progress and satisfaction. You will have the chance to develop personalized success strategies based on client needs and feedback, enabling you to make a tangible impact on their experience and satisfaction with our platform.

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What tools and systems will I work with as a Customer Success Associate at Street Diligence?

As a Customer Success Associate at Street Diligence, you will work with various tools and platforms to manage client relationships effectively. Familiarity with CRM systems such as Salesforce and project management tools like Jira is advantageous. These tools help streamline client onboarding, track performance metrics, and facilitate effective communication, allowing you to execute your projects on time and exceed client expectations.

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Common Interview Questions for Customer Success Associate
Can you describe your experience in client-facing roles related to customer success?

In your response, focus on specific roles you held in customer success or support, emphasizing how these experiences have equipped you with the skills necessary for the Customer Success Associate position at Street Diligence. Highlight your achievements in enhancing client relationships and how you effectively resolved any customer issues.

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How would you approach the onboarding process for a new client?

When discussing your approach to onboarding, emphasize the importance of understanding the client's needs and expectations. Share how you would tailor the onboarding process to ensure a smooth transition, highlight setting clear goals, and provide ongoing support to guarantee they achieve success with our platform.

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What metrics do you believe are key to measuring client success?

In answering this question, mention several key performance indicators such as client satisfaction scores, engagement levels, and overall client health metrics. Expound on how you would monitor these metrics to refine your client success strategy and continuously improve the client experience.

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Describe a time when you had to handle a challenging client situation.

Share a specific example of a challenging client interaction, detailing the situation, your approach to resolving it, and the outcome. Highlight your communication skills, conflict resolution abilities, and the resulting positive impact on the client relationship.

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How do you prioritize tasks in a fast-paced environment?

Discuss your organizational strategies, such as using project management tools or techniques like prioritizing tasks based on urgency and importance. Provide an example of how you effectively managed multiple projects or client concerns while ensuring timely delivery.

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What steps would you take to develop a personalized success strategy for a high-growth client?

Emphasize the importance of understanding the client’s goals, identifying their pain points, and leveraging segmented data to create a personalized engagement strategy. Explain how you would use insights from performance metrics to adapt your approach continuously.

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How do you ensure effective communication with clients?

Highlight your communication strategies, including regular check-ins, updates on progress, and proactive problem-solving. Emphasize your ability to translate complex concepts into easily understandable terms for clients, showcasing respect for their time and focus on their needs.

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Why do you want to work as a Customer Success Associate at Street Diligence?

Articulate your interest in Street Diligence by expressing your passion for customer success and how the company’s innovative platform aligns with your career goals. Reflect on how you can contribute to the team and enhance client relationships through your skills and experiences.

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What role does creativity play in a Customer Success Associate's job?

Discuss how creativity is critical in developing innovative solutions to enhance client experiences, troubleshoot potential issues proactively, and find unique ways to engage with clients. Share an example of how you've used creative problem-solving in previous roles.

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How would you manage a situation where a client is dissatisfied with our service?

For this question, explain your approach to empathizing with the client, gathering their feedback, and working collaboratively to address their concerns. Illustrate how you would continuously communicate and follow-up to ensure their satisfaction moving forward.

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Street Diligence is the leading provider of deal term analytics for fixed income investment professionals. Our web-based platform is used by leading hedge funds, global investment banks, direct lenders, restructuring advisors and insurance compani...

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Full-time, on-site
DATE POSTED
December 12, 2024

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