Customer Success Associate

Reposted 18 Days Ago
Be an Early Applicant
Hong Kong, Central & Western District
In-Office
Junior
Fintech • Software • Financial Services
The Role
The Customer Success Associate supports account managers in customer engagement activities, onboarding, training, and ensuring client satisfaction with Macrobond's solutions.
Summary Generated by Built In

About Us

Macrobond is a leading provider of global economic and financial data and technology for investment professionals. Our customers include over 900 firms spanning the buyside, sell side, corporate and academic sectors.  

Our platform, rich in intellectual property and supported by a rapidly expanding global team, ensures we remain at the forefront of our industry. With the backing of Francisco Partners, a prominent global tech investment firm, we operate as a truly international company. Our headquarters are in Malmö, Sweden, and we have key offices in Gothenburg, London, Poland, Lisbon, Hong Kong, and New York.

Job Overview

The Customer Success Associate plays a key supporting role in ensuring customer satisfaction, adoption, and retention across our client portfolio. Working closely with Account Managers, this role helps execute day-to-day customer engagement activities, including onboarding, training coordination, account health monitoring, and preparation for renewal and expansion conversations. The Associate ensures customers are realising value from the product, flags potential risks or growth opportunities, and supports the Account Manager in driving commercial outcomes. This role is ideal for someone who thrives in a collaborative, customer-facing environment and is looking to grow into a full CSM or Account Management role over time.

Job Responsibilities:

  • Supports Account Managers on detailed account planning and mapping of future targets within existing accounts.
  • Maintain consistent communication with clients to ensure they are aware of new product releases and updates and ensuring every client is appropriately equipped to maximize the value of Macrobond
  • Curates targeted content distribution to customers (existing customer use cases/stats, best practices for use, roadmap updates)
  • User onboarding & ongoing training sessions to ensure clients are set up for success and understand how to integrate Macrobond into their workflow
  • Front line response on any support tickets; manage queue for tickets promoted to product support group
  • Supports Account Managers on regular business review with customers about how to get best value from the Macrobond product(s)
  • Hands over leads found in business reviews (via created opportunity in Salesforce) to assigned Account Manager
  • Handles any termination requests and documentation
  • Manage requests of 3rd party data 

Required Qualifications and experience:

  • Bachelor's degree required preferably in economics, finance or a related field
  • Ability to develop thorough understanding of Macrobond’s suite of solutions
  • Collaborative team player who thrives in a fast-paced environment and can adapt to meet the evolving needs of our clients and the organization
  • An understanding of and passion for macroeconomics, financial data and analytics
  • Strong written and verbal communication skills and ability to effectively interact with key stakeholders
  • Previous experience in a Customer Success role

What do we offer:

  •  A competitive salary 
  • Private medical insurance, inclusive of dental 
  • Company MPF scheme 
  • Competitive holiday allowance per annum 
  • 2 Macrobond days to use per annum for volunteering 

Our commitment to Diversity

Diversity, equity, and inclusion are core values at Macrobond. We believe that diverse backgrounds and perspectives strengthen our organization and foster innovation. By joining us, you’ll be part of a team that values and celebrates individuality while driving success together. 

Apply today and become part of our exciting journey! 

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The Company
HQ: Malmö
275 Employees
Year Founded: 2008

What We Do

Macrobond revolutionizes investment research workflows, empowering institutions to transform complex data and analytics into actionable insights with unparalleled efficiency.

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