Client Onboarding Specialist - Trade Automation

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, our users have collectively invested over ?320 crores using marketfeed app.
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 an Onboarding Specialist who can help new users smoothly get started with marketfeeds Trade Automation platform. Youll play a key role in moving users from interest to activation by guiding them through the onboarding journey.
This is not a traditional sales role.
Your focus is on helping the right users succeed, not pushing uninterested users to convert.
What Youll Do

• Assist users throughout the onboarding process by clearing doubts and resolve blockers faced by users
• Follow up consistently with users
  

For Senior Candidates

• Identify whats stopping users technical, process, or mindset issues and coordinate with internal teams for quick resolution.
• Take ownership of escalations, exceptions, or multi-step onboarding blockers that juniors cannot resolve independently.
• Naturally identify root causes, not just surface-level symptoms you think in cause and effect.
• Coach and support the team
• In-depth knowledge of FnO and Equity trading is required for this role.
• Strong process ownership disciplined with documentation, SOPs, and escalation management.
  

What were looking for

• 05 years experience in customer onboarding, customer success, or account management
• Comfort with stock market concepts (Equity / FnO) You dont need to be a trader, but you should be familiar with:
• Broker accounts and basic trade execution

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Get Hired
• What automated trading means
• The risks involved in options trading
• Fluency in Malayalam: you should be comfortable explaining product flows and concepts
• Strong follow-up discipline and ownership mindset
• Clear, patient communication so users should feel supported, not rushed

Youll be a great fit if you:

• Stay calm and structured while handling multiple users
• Enjoy helping people understand complex topics
• Take responsibility without needing constant reminders
• Believe clarity and empathy lead to better user outcomes
  

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.