Customer Success Manager

Macrobond Financial ABNew York, NY

About The Position

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.

Requirements

  • 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

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

Benefits

  • 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
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