Customer Success Manager, Onboarding

🔥 12 hours ago

🇵🇭 Philippines – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Simply Wall St

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💳 Fintech

💰 Venture Round on 2017-06

Finance • Fintech

Simply Wall St is an all-in-one platform designed for long-term stock investors to enhance portfolio management, streamline research, and discover promising stocks. Trusted by over 7 million users, it offers tools like a stock screener, portfolio analysis, visual stock reports, and curated investing ideas to build and protect wealth. It emphasizes an objective and independent approach to investing while providing comprehensive insights into companies' performance, risks, and growth forecasts. Simply Wall St aims to support investors by delivering critical insights and tools for effective decision-making in stock investments.

📋 Description

• Run personalised 1:1 onboarding sessions with new subscribers • Understand subscribers' investing goals and help them create, import or connect portfolios and add holdings correctly • Walk customers through relevant product features, including Snowflake analysis, Screener, Discover, watchlists and alerts • Own welcome communications, check-ins, onboarding calls and follow-up • Proactively contact subscribers who have not completed key onboarding steps or are not getting value from the platform • Capture recurring customer feedback, feature gaps, usability issues, portfolio problems and customer expectations • Turn customer feedback into structured insights for Product • Connect onboarding activity to the 30/60/90-day Customer Success lifecycle • Drive early activation and product adoption • Achieve the target for new subscribers activated and receiving value within their first 14 days • Collaborate with the Customer Experience Manager, Customer Success, Product, Marketing and Engineering teams • Help build the onboarding playbook as subscriber volumes grow

🎯 Requirements

• Experience in customer success, onboarding, account management or a similar customer-facing role, ideally in a subscription or SaaS business • Highly organised and able to manage multiple onboarding conversations without letting details slip • Clear written and verbal communication, with ability to explain product features simply and confidently • Customer-focused approach; ability to build rapport quickly and help customers succeed • Ability to learn new tools quickly • Experience with CRM or customer success platforms such as Intercom or Zendesk is a bonus, not a requirement • Curiosity about financial markets and investing, or willingness to learn • Interest in growing with the business

🏖️ Benefits

• Flexible remote work: work where you're most productive • Share Club: cash to invest, a free SWS subscription, and regular sessions to talk stocks with the team • L&D fund: investment in your growth • Team events & hackathons