Customer Success Associate

Macrobond Financial AB; Hong Kong; On-site; HKD 260,000 - 380,000; Full time

Benefits offered by this job

Private medical insurance

Dental coverage

MPF scheme

Holiday allowance per year

2 Macrobond volunteering days

Job summary

Macrobond, a leading data and analytics provider, seeks a Customer Success Associate in Hong Kong to drive onboarding, training coordination, adoption, and retention across a growing client portfolio. You will work closely with Account Managers to ensure customers realize value from Macrobond and to prepare for renewal and expansion conversations.

The role emphasizes collaboration, proactive client engagement, and the development of your career into a full CSM or Account Management role over

Qualifications

• Bachelor's degree in economics, finance or a related field.
• Ability to develop thorough understanding of Macrobond’s suite of solutions.
• Collaborative team player in a fast-paced environment and adaptable to client needs.
• Understanding of macroeconomics, financial data and analytics.
• Strong written and verbal communication skills with key stakeholders.
• Previous experience in a Customer Success role.

Responsibilities

• Supports Account Managers on detailed account planning and mapping of future targets within existing accounts.
• Maintain consistent communication with clients to ensure awareness of new product releases and updates; maximize value of Macrobond.
• Curates targeted content distribution to customers (use cases, stats, best practices, roadmap updates).
• Onboard clients and deliver ongoing training to ensure successful integration into workflow.
• Front-line response to support tickets; manage queue for tickets promoted to product support group.
• Supports regular business reviews with customers to maximize value from the Macrobond product(s).
• Hand over leads found in business reviews to the assigned Account Manager via Salesforce.
• Handle termination requests and documentation.

Skills

Strong communication

Team collaboration

Customer Success experience

Macroeconomics interest

Education

Bachelor's degree in economics/finance or related

Job description

About Us

Macrobond is a leading provider of global economic and financial data and technology for investment professionals. Our customers include more than 900 firms spanning the buy-side, sell-side, corporate, government, academic, and consulting sectors.

Our platform combines industry-leading economic and financial data with powerful analytical tools that help professionals make more informed decisions. Supported by a rapidly expanding global team and backed by Francisco Partners, a leading global technology investment firm, Macrobond operates as a truly international company.

Our headquarters are based in London, with key offices in Gothenburg, Malmö, Szczecin, Lisbon, Hong Kong, and New York, serving customers across Europe, the Americas, and Asia-Pacific.

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
• Company MPF scheme
• Competitive holiday allowance per annum
• 2 Macrobond days to use per annum for volunteering

Our commitment to Diversity

At Macrobond, diversity, equity, and inclusion are fundamental to our culture and success. We are committed to fostering an environment where all individuals are respected, valued, and empowered to contribute their unique perspectives.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity or expression, disability, protected veteran status, or any other characteristic protected by applicable law.