Customer Success & Adoption Specialist

Macrobond Financial

Hong Kong

On-site

HKD 300,000 - 600,000

Full time

4 days ago

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Benefits offered by this job

Private medical insurance

MPF scheme

Generous holiday allowance

Macrobond volunteering days

Job summary

Macrobond Financial is seeking a Customer Success Associate to support onboarding, training coordination, and ongoing client engagement across a global portfolio. You will work closely with Account Managers to ensure customers realise value from Macrobond and to identify renewal and expansion opportunities.

The role emphasizes collaboration in a fast-paced client-facing environment, with growth into full CSM or Account Management over time.

Qualifications

Bachelor's degree or equivalent in economics/finance or related field.
Strong written and verbal communication skills and ability to interact with stakeholders.
Experience in a Customer Success role or similar client-facing position.
Interest in macroeconomics and financial data; able to learn Macrobond products.

Responsibilities

Support Account Managers with account planning and targeting within existing portfolios.
Maintain proactive client communication about product releases and updates to maximise value.
Distribute targeted content to customers with use cases, statistics, and best practices.
Coordinate onboarding and training so clients can integrate Macrobond into workflows.
Handle frontline support tickets and triage to product support when needed.
Assist in business reviews to drive value and renewals with customers.
Transfer leads from business reviews to Account Managers in Salesforce.