Onboarding Success Engineer - Fintech (Hybrid/Remote)

Quant Reports

Denpasar

Hybrid

IDR 167,400,000 - 279,000,000

Full time

14 days+

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Benefits offered by this job

Hybrid work

Learning stipend

Equipment budget

Flexible holidays

Job summary

Quant Reports is a fintech reporting platform that helps asset and wealth managers create branded, QR-coded factsheets, advice documents, and client communications at scale. Quant Reports is seeking a mid-level Customer Success/Onboarding specialist to own onboarding journeys, configure tenant settings, user roles, and brand assets, ensuring fast adoption across client teams.

You will collaborate with Product, Data, and Support, produce tutorials, and monitor 90-day KPIs including

Qualifications

2–4 years in Customer Success, Onboarding, Design Ops, or Marketing Ops (SaaS/fintech).
Understanding of investments, asset classes, and performance metrics (m/m, YTD, 1Y p.a.).
Strong written English and documentation skills.
Attention to detail, visual taste, proactive problem-solving, service mindset.

Responsibilities

Lead onboarding by configuring tenant settings, user roles, and brand assets.
Configure and QA report templates including covers, tables, charts, DISCLAIMERS, and QR codes.
Localize copy to match client tone and brand guidelines.
Produce sample factsheets/advice docs and verify data integrity and QR links.
Create tutorials: checklists, short videos, and GIFs for self-serve success.
Coordinate with Product, Data, and Support to resolve activation issues.
Track adoption metrics such as time-to-first-value and weekly active users.