Customer Success Manager, Onboarding
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Customer Success Manager onboarding subscribers for Simply Wall St’s visual stock research and portfolio platform. Driving portfolio activation, product adoption and early retention during US hours.
Responsibilities:
- 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
Similar Jobs
Customer Success Manager – FinTech, DATEV Experience
Customer Success Manager für BuchhaltungsButlers cloudbasierte Buchhaltungssoftware. Betreuung von SaaS- und E-Commerce-Kund:innen, Support-Tickets, Demos und Content-Erstellung.
Customer Success Manager – OEM, EMEA
Customer Success Manager retaining and expanding EMEA OEM accounts for Evident’s high-precision microscope optics business. Coordinating commercial, technical, supply chain, and customer support teams.
Customer Success Manager
Customer Success Manager driving adoption, retention, and expansion for Elite’s law-firm operations automation platform. Delivering customer training and managing complex SaaS accounts.
Scaled Customer Success Manager – Ads
Scaled Customer Success Manager optimizing Amazon advertising for Pacvue’s commerce media platform. Managing scaled customer programs, retention, expansion, and ad ROI.
Event Success Manager
Event Success Manager guiding corporate and association clients through EventMobi’s event technology. Managing onboarding, event execution, adoption, and customer retention.
Event Success Manager
Event Success Manager guiding corporate and association clients through EventMobi’s event management platform. Leading onboarding, technology training, and end-to-end event delivery.
Event Success Manager
EventMobi event technology success manager guiding Canadian corporations and associations through onboarding, event execution, and customer retention.
Customer Success Manager
Customer Success Manager driving adoption, retention, and renewals for complex Equifax customer accounts. Guiding implementation, value realization, and cross-functional client advocacy.
Customer Success Manager
Customer Success Manager guiding German enterprise customers using Citrine’s AI materials and chemicals SaaS platform. Driving adoption, value realization, renewals, and strategic customer relationships.
Customer Success Manager
Customer Success Manager driving Sentinel enterprise account adoption, retention, and expansion at BotCity, a governance platform for Python automations and AI Agents. Building CS processes and customer feedback loops.
Client Success Administrator
Client Success Administrator supporting client requests and account managers at Tech-Keys, a Managed Service Provider. Managing tickets, vendors, documentation, and service delivery quality remotely.
Client Success Manager
Client Success Manager maximizing client value from Electrosonic’s audiovisual solutions. Driving adoption, retention, contract compliance, and growth opportunities.
Customer Engagement – Adjunct Faculty – Online
Online adjunct faculty teaching Customer Engagement at Grand Canyon University, an Arizona Christian university. Facilitating discussions, grading work, and supporting student learning.
Customer Success Coordinator
Customer Success Coordinator guiding onboarding, adoption, retention, and expansion for ePlus Managed Services clients. Managing customer health, escalations, reporting, and service improvements.
Senior Customer Success Consultant
Senior Customer Success Consultant guiding government clients through adoption of Granicus SaaS solutions. Using Salesforce and PowerBI analytics to drive value, retention, and expansion.
Customer Success Team Lead
Customer Success Team Lead managing Asana’s Bulgaria-based remote team. Coaching performance, customer adoption, and operational delivery for collaboration software users.
CRM – AI Manager
CRM/KI Manager maintaining databases, CRM systems, and data quality for Germany’s stroke-support foundation. Coordinating artificial-intelligence applications and supporting teams with digital solutions.
Customer Success Team Lead
Customer Success Team Lead managing Asana Customer Success operations in Bulgaria. Coaching managers, driving performance metrics, and improving customer adoption of collaboration software.
Partner Success Manager
Partner Success Manager driving B2B client acquisition, PMI product consumption, and strategic account growth. Supporting regional business plans for PMI, the project management institute.
Director of Customer Success
Customer success leader driving adoption, retention, and value realization for GovWorx SaaS products. Serving 911/ECC centers and public safety agencies while developing the CS team.