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Macrobond Financial

Customer Success Manager

Posted 14 Days Ago
Hybrid
New York, NY, USA
Entry level
Hybrid
New York, NY, USA
Entry level
The Customer Success Manager at Macrobond will develop client relationships, onboard users, provide support, and promote product adoption to maximize user experience.
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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

You will play a key role in developing and broadening relationships with our end users to support our rapidly growing business. As the main point of contact for our existing clients, you will work closely with our sales and product specialist teams to maximize the experience for our end users. 

You will onboard and train our customers and provide both front line and renewal support to existing customers.  You will support with account plans and regular business reviews, and work with the rest of the Sales team to meet key targets and achieve company objectives.

The ideal candidate for this role is a self-starter with high energy and a passion for helping others who can learn quickly and thrive in a fast-paced environment.  We empower our employees very early in their careers so confidence and maturity are also key as you will be communicating frequently with senior stakeholders at the largest global financial institutions and non-financial corporates.

Job Responsibilities:


  • User onboarding & ongoing training sessions to ensure clients are set up for success and understand how to integrate Macrobond into their workflow 
  • Identify at-risk accounts and work with the sales and product teams to formulate a strategy to promote adoption and minimize churn 
  • 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) 
  • Hands over leads found in business reviews (via created opportunity in Salesforce) to assigned Account Manager
  • Is assigned to all renewal opportunities in the territory, makes appropriate changes to renewal opportunity.  
  • Handles any termination requests and documentation  
  • Performs or supports regular business reviews with the customer about how to best get value from the Macrobond product(s) 
  • Front line response on any support tickets; manage queue for tickets promoted to product support group  

Required Qualifications and experience:

  • Bachelor's degree required preferably in economics, finance or a related field 
  • Develop thorough understanding of Macrobond’s suite of solutions 
  • Ability to establish and strengthen client relationships to promote product adoption and ultimately maximize end user experience 
  • 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 

What do we offer:


  • Company 401(k) scheme, with a strong employer contribution
  • Private medical insurance, Aetna PPO plan  
  • Life Insurance   
  • 20 days holiday per annum 
  • 2 Macrobond days to use for volunteering  
  • Various physical / mental health and lifestyle benefits  

 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.

By joining our team, you become part of an organization that believes diversity drives innovation and strengthens our collective performance. Apply today and be part of our ongoing journey of growth and inclusion.

By using this website and submitting your information, you acknowledge our Candidate Privacy Notice and understand that your personal information may be processed in accordance with applicable Candidate Privacy Notice in your country of application.

Apply today and become part of our exciting journey! 

Macrobond Financial New York, New York, USA Office

1450 Broadway, New York, New York, United States, 10018

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