Customer Success Associate

LinkedTrade Technologies is a leading SaaS multi-issuer platform that transforms the structured products industry. Built on the latest technologies, LinkedTrade is a hub that connects private banks, asset managers and distributors to all the issuers and investment banks and offers end-to-end automation for the conception, pricing, execution, and monitoring of structured products.
We empower the wealth management industry with an easy-to-use platform customized to any of our client’s needs. LinkedTrade offers cutting-edge solutions that outperform traditional services and allows live pricing and trading for structured products.

As part of our Client Success team, you will have the opportunity to collaborate with clients, issuers and developers and work with complex products and advanced solutions. Our Customer Success team ensures that our clients maximize the value they are receiving from LinkedTrade and handles business development, onboarding, training, support, and upgrades.

LinkedTrade is looking for a highly motivated and experienced Customer Success Associate with a passion for technology and a strong interest in derivatives and structured products. Customer Success Associates are in the front line for most expansion opportunities and new clients onboarding.

Key responsibilities

  • Understanding all the features of the LinkedTrade platform and how they relate to business needs
  • Manage the onboarding and integration of new clients
  • Organize regular presentations to educate our clients on how to use LinkedTrade
  • Support our clients, discuss, and analyze their needs to improve the workflows
  • Collaborate with our developers to discuss and solve any identified issues
  • Participate in the road map design and release cycles
  • Coordinate with our developers for hotfixes
  • Collaborate with our management team on the marketing strategy


  • Strong interest in FinTech and derivatives
  • High work ethic and level of professionalism
  • Excellent interpersonal and communication skills
  • Drive and adaptability to collaborate with various stakeholders
  • Pro-activeness with customers
  • Creative, problem solver and result oriented


  • 1 – 2 years sales experience, preferably working in SaaS or B2B sales
  • Good knowledge in finance and ideally in structured products and equity derivatives
  • A client-first attitude
  • A collaborative team player with excellent communication skills
  • Excellent time management and organizational skills
  • General experience with technology tools and programming languages (Python, Excel, VBA, JIRA)
  • Fluent in English

If you are ready to discuss how you might contribute to LinkedTrade success, please submit your resume today!

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