Customer Success Specialist

Onboarding Specialist – Fintech / Customer Success

Location:

Compensation:

Experience:

Working Days:

Eligibility Criteria:

• This role is only for graduates, post graduate candidates shouldn't apply

• You should have exceptional spoken and written English communication

• You will be doing PGDM along with this job role, this is mandatory and non negotiable

About marketfeed (YC S21)

Y Combinator-funded fintech startup

automated trading platform

1.5M+ followers

democratize trading

About the Role:

Onboarding Specialist

clarity, not persuasion

Key Responsibilities:

• Assist new users:

  Guide them through onboarding — from account setup to activation — following defined SOPs.

• Clarify confusion:

  Simplify complex trading concepts using clear, relatable examples.

• Follow up diligently:

  Manage multiple conversations with timely responses and accurate documentation.

• Resolve blockers:

  Troubleshoot basic issues and escalate complex cases when needed.

• Spot patterns:

  Identify recurring user problems and share insights for process improvement.

• Collaborate cross-functionally:

  Work closely with Product, Tech, and Operations for a smooth user journey.

• Handle complex cases (senior roles):

  Manage escalations and difficult situations with maturity and problem-solving.

• Coach & support (senior roles):

  Guide junior team members to improve efficiency and service quality.

• Continuously improve:

  Track onboarding metrics, suggest enhancements, and ensure user clarity at every step.

What You’ll Need:

• 0–5 years of experience in

  Client Onboarding

  ,

  Customer Success

  , or

  Account Management

  .
• Strong communication skills —

  clear, patient, and empathetic

  (verbal and written).
• Basic understanding of the

  stock market (Equity and FnO)

  and a strong desire to learn more.

• Process-driven mindset

  with consistent follow-ups and documentation discipline.
• Empathy and patience — users should feel

  supported, not sold to.

What’s In It For You:

• Flexible work setup with a

  hybrid model

  and generous leave policy.

• Comprehensive health insurance

  covering check-ups, consultations, and dental care.
• Competitive salary, annual team retreats, and a

  dog-friendly office!

• Be part of a

  fast-growing fintech

  where your work directly impacts thousands of traders every day.

Please feel free to share your resume at hiring@skillveda.ai