Customer Success Specialist

2 days ago

bangalore district, India Skill Veda Full time

Onboarding Specialist – Fintech / Customer Success Location: HSR Layout, Bengaluru Compensation: 5 LPA-8 LPA (Including PF and PGDM monthly fees of ₹6,666) Experience: 1–5 years | Full-time Working Days: Monday to Friday 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) It is a Y Combinator-funded fintech startup founded in 2020. We offer an automated trading platform that helps users earn consistent returns through advanced options trading strategies. By connecting their broker accounts, users can automate expert-built strategies — trading confidently without constant monitoring. With a community of 1.5M+ followers and 200K+ app users , we’re growing 20% month-over-month and have already enabled users to invest over ₹300 crores through our platform. Our mission is simple — democratize trading and make it profitable for everyone, regardless of experience. About the Role: We’re looking for an Onboarding Specialist who will help new users smoothly get started with marketfeed’s Trade Automation platform — ensuring every user experiences a confident, seamless start to their trading journey. This isn’t a sales role — your focus will be on helping the right users succeed, not pushing uninterested ones. If a user is confused, your job is to bring them 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

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