Client Onboarding Specialist

About Marketfeed (YC S21)
marketfeed is a Y Combinator-funded fintech startup founded by Sharique Samsudheen and Sooraj E in 2020.
We offer an automated trading platform that helps users earn returns through sophisticated options trading strategies. By connecting their brokers account, users can automate expert-developed strategies enabling them to trade profitably without constant monitoring.
With a community of 1.5M+ followers and 200K+ app users, weve experienced 20% MoM growth over the past year, and users have collectively invested over ?300 crores using marketfeed.
Backed by a talented team of 50+, were on a mission to democratize trading and make it profitable for everyone, no matter their level of experience.
About The Role
Were looking for Onboarding Specialists who can help new users smoothly get started with marketfeeds

Trade Automation platform, ensuring every user experiences a confident, seamless start to their trading journey.
This is not a traditional 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.
What Youll Do

• Assist new users: Guide users through the complete onboarding journey from broker account opening and linking to activation by following structured SOPs.
• Clarify confusion: Help users understand how our platform works and whether it fits their needs, using simple explanations and relatable examples.
• Follow up diligently: Manage multiple user conversations with timely follow-ups and clean documentation no user should be left hanging.
• Resolve blockers: Identify and fix basic user issues yourself and escalate complex cases to the right teams when needed.
• Spot patterns: Recognize recurring problems or user confusions and share insights with the team for process improvement.
• Collaborate cross-functionally: Work closely with product, tech, and operations teams to ensure a smooth and fast user experience.
• Handle complex cases (for senior roles): Take ownership of escalations and tricky onboarding situations with maturity and problem-solving.
• Coach and support (for senior roles): Guide and review junior teammates to raise the teams overall quality and efficiency.
• Continuously improve: Track onboarding metrics, suggest better processes, and ensure every user gets clarity and confidence at every step.
  

What Youll Need

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  Get Hired
  05 years of experience in client onboarding, customer success, or account management.
• Strong communication skills clear, patient, and empathetic in both verbal and written form.
• A basic understanding of the stock market (Equity and FnO) and eagerness to learn more if youre new.
• Process discipline consistent follow-ups, documentation, and SOP adherence.
• Empathy and patience users should feel supported, not sold to.
• For senior candidates: Ability to handle escalations independently, coach junior teammates, and contribute to improving onboarding processes.
  

Youll Be a Great Fit If You

• Stay calm, structured, and composed even under pressure or when handling multiple users.
• Take ownership you dont need to be reminded to follow up or close loops.
• Think logically and spot root causes behind user problems.
• Enjoy helping people understand complex topics clearly.
• Believe that clarity and empathy can transform user experience.
  

Whats In It For You

• Flexible work environment with hybrid setup and generous leave policy.
• Comprehensive health insurance covering free health check-ups, unlimited doctor consultations, and dental care.
• Competitive pay, annual retreats, and a dog-friendly office.
• Be part of a fast-growing fintech where your work directly impacts thousands of traders every day.