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Job Title
Job Description
You will accelerate new customer activation and product adoption through strategic onboarding programs that guide customers to their first trade and sustained platform usage.
Key Responsibilities:
Design andoptimizemulti-channel onboarding journeys from registration to first trade
Develop adoption campaigns for key product features and trading instruments
Create educational content strategies that build customer confidence and competence
Implement progressive profiling and personalization strategies during onboarding
Collaborate with product teams to reduce friction and improve conversion funnels
A/B test onboarding flows, messaging, and incentive strategies
Monitor activation metrics: time-to-first-trade, feature adoption rates, early engagement
Develop win-back strategies for customers who stall during onboarding
Requirements:
3+years experiencedesigning customer onboarding programs in digital products
Strong understanding ofbehavioralpsychology and user experience principles
Analytical mindset with ability toidentifydrop-off points andoptimizeconversion funnels
Proven experience with A/B testing and experimentation frameworks
Familiarity with CRM platforms, marketing automation, and personalization tools
Knowledge of financial services products and customer learning journeys preferred
Project management skills to coordinate cross-functional onboarding initiatives
Understanding of email, SMS, push, and in-app messaging capabilities
Data analysis skills tomonitorand interpret activation metrics
Number of openings
You'll no longer be considered for this role and your application will be removed from the employer's inbox.