Accelerate new customer activation and product adoption through strategic onboarding programs that guide customers to their first trade and sustained platform usage
Job Summary
Accelerate new customer activation and product adoption through strategic onboarding programs that guide customers to their first trade and sustained platform usage.
Design and optimize multi-channel onboarding journeys from registration to first trade and develop adoption campaigns for key product features and trading instruments.
Monitor activation metrics such as time-to-first-trade, feature adoption rates, and early engagement, and develop win-back strategies for customers who stall during onboarding.
Matching Summary
Accelerate new customer activation and product adoption through strategic onboarding programs that guide customers to their first trade and sustained platform usage.
Skills & Requirements
Must-have
customer onboarding programs
product adoption strategies
CRM platforms
marketing automation tools
A/B testing frameworks
customer activation metrics
Nice-to-have
behavioral psychology principles
user experience principles
financial services products
cross-functional initiatives
Key Requirements
3+ years experience designing customer onboarding programs
Familiarity with CRM platforms
Knowledge of financial services products preferred