Banner Default Image

Associate Customer Success Manager

Back to job search

Associate Customer Success Manager

  • Location:

    Makati City

  • Sector:


  • Job type:


  • Salary:

    PHP35000 - PHP75000 per month + regular benefits

  • Contact:

    Myraflor G.Tabuzo

  • Contact email:

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Client:

    Monroe Consulting Group

Executive recruitment company Monroe Consulting Group Philippines is recruiting on behalf of one of the world's largest providers of financial markets data and infrastructure. Our reputable client is currently hiring for Associate Customer Success Managers across multiple customers and product lines including Sales & Trading (cross-asset), Investment Banking, Research & Portfolio Management, and Wealth Management. This is a dayshift, hybrid (3x onsite) work arrangement, with an office located in Makati.
Job Overview:
Associate Customer Success Managers (CSMs) connect the clients to the company's portfolio of products and solutions. This plays a vital role in ensuring our customers unleash the full power of the company by discovering and implementing workflow capabilities while continuously providing scalable yet adaptable guidance throughout the customer's journey. In a role that is comprised of relationship management, education, and deep functional expertise, CSMs are responsible for the successful adoption and expansion of the company's capabilities within their assigned accounts. By transforming the client's business through user adoption of the company's suite of solutions, the CSM creates the conditions for optimal renewal and upsell growth in partnership with their peers in Account Management.
Key responsibilities include:

  • Partner with clients to define their business outcomes and deliver educational activities across the customer lifecycle including onboarding, adoption through to long-term loyalty
  • Demonstrate and educate new customers on content and technology tailored to their workflow
  • Monitor usage data, health gauges, and growth opportunities to create actionable insights and strategically pivot when necessary
  • Collaborate with product sales and account management when new business opportunities are identified through adoption engagements.
  • Ensure customers derive maximum value from their investment, utilize all licenses, and collaborate with other compamy's stakeholder teams to ensure retention and growth.
  • Build, maintain and leverage strong relationships with business decision-makers and users within each account to influence adoption

Key requirements include:

  • An early career candidate with a bachelor's degree (or near graduation) ideally in finance, economics, accounting or computer engineering and a passion for building client relationships.
  • Collaborative, effective communicator, strong presentation skills, and a customer first attitude
  • A self-starter that thrives in a fast-paced environment and has a learn it all mindset
  • Experience facilitating customer meetings and presenting to an audience in a concise, inspirational, and convincing manner is a plus.
  • Strong project management, technical and problem-solving skills.
  • Passion for the financial markets, and Customer Success discipline.
  • Skilled in Microsoft Office applications and interest in Python.