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Job Overview
Location
London
Job Type
Full-time
Category
Data Science
Date Posted
October 15, 2025
Full Job Description
đź“‹ Description
- • Own the end-to-end user journey for the world’s largest banks and broker-dealers. As a Customer Success Specialist at Street Context, you will be the primary advocate for traders, research analysts, and salespeople who rely on our platform daily. Your mission is to ensure every user extracts maximum value from Street Context, translating directly into measurable revenue for our clients and long-term retention for us.
- • Drive flawless onboarding for new users across global financial institutions. You will design and deliver tailored training sessions, create persona-specific quick-start guides, and configure workflows so that each user sees immediate ROI. Post-launch, you will monitor adoption metrics in real time, proactively reaching out to at-risk users and orchestrating win-back campaigns that combine data-driven insights with human empathy.
- • Run high-impact pilots that convert prospects into loyal customers. Working hand-in-hand with Account Executives, you will scope pilot objectives, map user personas, and craft educational content that showcases how Street Context augments their existing research, sales, and trading workflows. You will measure pilot success through KPIs such as daily active usage, feature penetration, and NPS, iterating tactics until targets are exceeded.
- • Minimize churn by identifying disengaged users before they leave. You will build health-score dashboards in Salesforce and Amplitude, segment users by behavior and persona, and design re-engagement playbooks that range from personalized email nudges to on-site workshops. When necessary, you will escalate to senior leadership with clear action plans and success metrics.
- • Act as the voice of the customer inside Street Context. Every conversation, support ticket, and survey response you collect will be synthesized into actionable insights for Product Management. You will prioritize feature requests, quantify revenue impact, and present findings in monthly “Voice of Customer” forums attended by Engineering, Sales, and Executive teams.
- • Create compelling content that scales education across thousands of users. You will produce short videos, cheat sheets, and interactive walkthroughs tailored to research, sales, and trading personas. These assets will be distributed via email campaigns, in-app messages, and live webinars, ensuring users stay current with new releases and best practices.
- • Continuously deepen your domain expertise. You will spend time on trading floors, attend industry conferences, and maintain relationships with market-data vendors to stay ahead of evolving workflows. Internally, you will run quarterly “lunch-and-learns” to share insights and sharpen the collective knowledge of the Customer Success team.
- • Collaborate cross-functionally to shape go-to-market strategy. You will partner with Marketing to refine messaging, with Sales to craft ROI calculators, and with Engineering to beta-test upcoming features. Your frontline perspective will ensure that every Street Context release is aligned with real-world user needs.
- • Champion diversity, equity, and inclusion in every interaction. You will ensure that training materials are accessible, that pilots include diverse user groups, and that feedback loops amplify under-represented voices. Street Context’s commitment to equal opportunity will be visible in every program you design.
🎯 Requirements
- • 2+ years in a client-facing role within SaaS, financial services, or management consulting
- • Proven track record of driving user adoption and reducing churn through data-driven engagement strategies
- • Exceptional EQ and communication skills—comfortable presenting to C-suite executives and front-line traders alike
- • Experience with CRM and analytics tools such as Salesforce, Amplitude, Looker, or Tableau
- • Bonus: direct experience on a trading floor or working with capital-markets research, sales, or trading workflows
🏖️ Benefits
- • Hybrid work model with a stylish London office and flexible remote days
- • Competitive salary plus equity in a fast-growing fintech backed by world-class investors
- • Annual learning stipend for industry conferences, certifications, and courses
- • Comprehensive health, dental, and vision coverage plus mental-health days
- • Regular team socials—from rooftop summer parties to off-site strategy retreats
Skills & Technologies
About Blue Matrix LLC
Blue Matrix LLC provides cloud-based financial research and publishing software to investment banks, asset managers, research boutiques, and corporations. Its platform streamlines the creation, editing, distribution, and compliance of equity and fixed-income research, corporate access events, and investor communications. Services include real-time collaboration, document management, analytics, and regulatory workflow tools that integrate with third-party data feeds and CRM systems. Headquartered in New York with offices in London and Hong Kong, the company serves global clients seeking secure, scalable solutions for research production and distribution across North America, Europe, and Asia-Pacific.
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