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FYERS

Manager_Onboarding & Activation

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  • Posted 21 months ago

Job Description

Job Description

Job Description

At FYERS, our mission is âto empower new-age traders & investors with the best-in-class technology and platformsâ

We are a bootstrapped company led by our founders who are extremely passionate about creating best in class value to our diverse customers, employees, and communities.

Why Join Us

  • Immerse yourself in the dynamic world of Capital Market and Financial Services.
  • Shape the future of digital finance by working on groundbreaking projects.
  • Collaborate with a diverse team of experts and visionaries.
  • Elevate your career with continuous learning and growth opportunities.

Job Summary

We are seeking an experienced and dynamic Manager to lead our Activations and Onboarding team. This role is crucial for ensuring that new customers are successfully onboarded and activated, laying the foundation for a long-term, productive relationship with our company. The ideal candidate will have a strong background in customer success, onboarding processes, and team leadership, with a passion for driving customer satisfaction and engagement.

Key Responsibilities

  • Team Leadership and Management:
  • Lead, mentor, and develop a team of onboarding specialists and activation agents.
  • Set clear performance goals and KPIs for the team, aligned with company objectives.
  • Conduct regular performance reviews, providing feedback and coaching to team members.
  • Foster a collaborative and customer-centric culture within the team.
  • Strategy and Process Development:
  • Develop and implement a comprehensive onboarding and activation strategy to improve customer time-to-value.
  • Continuously refine onboarding processes to ensure they are efficient, scalable, and customer focused.
  • Collaborate with cross-functional teams (Sales, Product, Marketing, etc.) to ensure alignment and seamless transitions for new customers.
  • Customer Onboarding and Activation:
  • Oversee the entire onboarding process, ensuring that new customers are successfully integrated and activated on the platform.
  • Monitor and improve onboarding completion rates, time-to-onboard, and activation rates.
  • Identify and address any onboarding or activation bottlenecks, ensuring a smooth customer experience leading to an increase in the overall business for the company.
  • Customer Engagement and Success:
  • Work closely with the Customer Success team to ensure that activated customers continue to engage with the platform and achieve their desired outcomes.
  • Implement strategies to drive customer engagement during and after the onboarding process.
  • Collect and analyse customer feedback to continuously improve the onboarding and activation experience.
  • Reporting and Analysis:
  • Track and report on key metrics related to onboarding and activation (e.g., completion rates, time-to-value, customer satisfaction).
  • Use data and analytics to identify trends, measure success, and inform strategic decisions.
  • Present regular updates to senior leadership on the progress and performance of the onboarding and activation team.
  • Customer Advocacy and Support:
  • Act as an advocate for new customers, ensuring their needs are met during the onboarding process.
  • Work with the support team to address any issues that arise during onboarding and activation.
  • Ensure that all customer touchpoints during onboarding are positive and contribute to long-term satisfaction and retention.

Qualifications

Bachelorâs degree in Business, Marketing, Customer Success, or a related field. MBA or equivalent advanced degree is a plus.

Experience

  • 5+ years of experience in customer success, onboarding, or related roles.
  • 3+ years of experience in a managerial role, leading teams and driving strategic initiatives.
  • Proven track record of improving customer onboarding and activation processes.

Skills

  • Strong leadership and team management skills.
  • Excellent communication and interpersonal skills.
  • Analytical mindset with the ability to leverage data to drive decisions.
  • Proficient in CRM and customer success tools (e.g., Salesforce, Gainsight).
  • Experience in project management and process improvement.
  • Ability to work cross-functionally and influence without authority.

Key Competencies

  • Customer-Centric: Deep understanding of customer needs and the ability to design processes that enhance the customer experience.
  • Strategic Thinking: Ability to develop and execute a vision for onboarding and activation that aligns with overall company goals.
  • Problem-Solving: Strong analytical and problem-solving skills to identify issues and implement effective solutions.
  • Leadership: Demonstrated ability to lead and inspire a team, fostering a culture of excellence and continuous improvement.
  • Adaptability: Comfortable working in a fast-paced, dynamic environment with a willingness to adapt to changing priorities

Benefits

  • Imagine joining a team where your well-being is paramount, offering you full access to fitness facilities, virtual medical consultations, and flexible leave options.
  • Enjoy the peace of mind with top-tier group medical coverage, robust personal accident protection, and extensive term life insurance for you and your family.
  • Celebrate your successes with individual and team awards in a culture that values trust and openness, ensuring your achievements are always recognized.
  • Elevate your career with our clear advancement pathways, internal mobility options, and leadership development programs.
  • Thrive in an environment that not only supports your professional growth but also prioritizes your overall wellness and happiness.

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About Company

Job ID: 88834727