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.
Collaborate with product teams to reduce friction and improve conversion funnels, and monitor activation metrics like time-to-first-trade and feature adoption rates.
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
design onboarding journeys
develop adoption campaigns
create educational content strategies
implement personalization strategies
A/B test onboarding flows
monitor activation metrics
Nice-to-have
behavioral psychology understanding
user experience principles
financial services products knowledge
project management skills
cross-functional coordination
Key Requirements
3+ years experience designing customer onboarding programs
Strong understanding of behavioral psychology
Strong understanding of user experience principles