Customer Success Associate

Macrobond Financial AB; London; On-site; GBP 35,000 - 55,000; Full time

Job summary

Join a forward-thinking company as a Customer Success Associate, where you'll play a vital role in ensuring client satisfaction and retention. This position offers the opportunity to engage directly with customers, providing onboarding and training to maximize product value. You'll work closely with Account Managers to strategize account growth and manage client communications effectively. With a commitment to diversity and inclusion, this innovative firm values your unique perspective while offering competitive benefits and a supportive environment for professional growth. If you're passionate about customer success and eager to make an impact, this is the perfect opportunity for you.

Benefits

Private Medical Insurance

Life Insurance

Company Pension Scheme

Gym Discounts

Airport Lounge Membership

25 Days Holiday

2 Volunteer Days

Qualifications

• Bachelor's degree required, preferably in economics or finance.
• Strong communication skills and ability to interact with stakeholders.
• Previous experience in a Customer Success role.

Responsibilities

• Supports Account Managers with account planning and client communication.
• Conducts user onboarding and ongoing training sessions.
• Manages support tickets and handles termination requests.

Skills

Customer Success Management

Communication Skills

Team Collaboration

Understanding of Macroeconomics

Problem-Solving

Education

Bachelor's Degree in Economics

Bachelor's Degree in Finance

Tools

SalesForce

Job description

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 sessionsto ensure clientsare 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, vision, and hearing
• Life insurance
• Company pension scheme, with a strong employer contribution
• Gym discounts
• Dragon pass “airport lounge” membership
• 25 days holiday 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!