Customer Success Manager Onboarding US Hours

Simply Wall St; Manila; On-site; PHP 3,743,000 - 5,614,000; Full time

Benefits offered by this job

Flexible remote work

Share Club

L&D fund

Team events & hackathons

Job summary

Simply Wall St is seeking a Customer Success Onboarding Specialist to guide new subscribers from day one. You will run personalised onboarding sessions, help users set up portfolios, and teach features that create value, such as Snowflake analysis, Screener, Discover, watchlists and alerts.

You will partner with the Customer Experience Manager and CS team, coordinating with Product, Marketing and Engineering to ensure a smooth onboarding journey and early product adoption.

Qualifications

• Experience in customer success, onboarding, account management or similar customer-facing role in a subscription or SaaS business.
• Highly organised and able to run multiple onboarding conversations at once without missing details.
• Clear written and verbal communication; can explain product features simply.
• Customer-focused: build rapport fast and help customers succeed.
• Quick to learn new tools (CRM or CS platforms like Intercom or Zendesk advantageous).
• Curious about financial markets and investing; eager to grow with the business.

Responsibilities

• Run 1:1 onboarding sessions with new subscribers and help them set up portfolios.
• Educate customers on features most relevant to their goals to drive value quickly.
• Own onboarding communications, check-ins, and follow-ups across the lifecycle.
• Capture feedback themes and turn them into insights for Product.
• Collaborate with Product, Marketing and Engineering to improve onboarding and retention.

Skills

Onboarding

Customer success

Account management

SaaS

CRM tools

Intercom

Zendesk

Communication

Tools

Intercom

Zendesk

CRM

Job description

Job Description:

The opportunity

Simply Wall St is the portfolio command centre for 8 million investors across 180 countries. We started out levelling the playing field with institutional-grade stock research made simple and visual — today, were where everyday investors track their portfolios, analyse companies, and make confident, long-term decisions, all in one place.

New subscribers join Simply Wall St every day, and how well we onboard them shapes whether they stick around. Youll be the person who makes sure that first experience lands: running personalised 1:1 onboarding sessions, helping new subscribers set up their first portfolio, and showing them the features that matter most to their investing goals — from Snowflake analysis to Screener, Discover, watchlists and alerts.

Youll work closely with our Customer Experience Manager and an existing Customer Success Manager, sharing the onboarding caseload as subscriber volumes grow, and collaborating with Product, Marketing and Engineering along the way. This is a remote role with working hours aligned to US time zones, to cover onboarding calls and check-ins during our US subscribers business hours. As the Customer Success function grows, theres a clear path to take on greater ownership of the broader CS lifecycle and retention strategy.

The role

Youll help make sure every new subscriber gets real value from Simply Wall St from day one - through personalised 1:1 onboarding, portfolio setup and early check-ins that help them get the most from their subscription. Youll work directly with subscribers, alongside our Customer Experience Manager and Customer Success Team, along with working closely with our Product, Marketing and Engineering teams.

Youll play a key role in delivering a consistent, high-quality onboarding experience, driving early activation and product adoption, and turning what you learn from customers into insights that help us continually improve the experience.

What youll own

Personalised onboarding — Run 1:1 onboarding sessions with new subscribers: understand their investing goals, help them get set up, and drive portfolio activation by helping them create, import or connect portfolios and add holdings correctly.

Product education — Build product understanding by walking customers through the features most relevant to them, so they get to value quickly rather than figuring it out alone.

The onboarding journey, end to end — Own welcome communications, check-ins, onboarding calls and follow-up, and proactively reach out to subscribers who havent completed key onboarding steps or arent yet getting value from the platform.

The product feedback loop — Capture recurring themes from onboarding conversations — feature gaps, usability issues, portfolio problems, customer expectations — and turn them into structured insights for Product.

Retention impact — Connect onboarding activity to our 30/60/90-day Customer Success lifecycle, and hit the target for new subscribers activated and getting value within their first 14 days.

What success looks like in 12 months

• Our subscribers stick around and get more from Simply Wall St because their onboarding was personal, clear and genuinely useful

• New subscribers find Simply Wall St — and you — a pleasure to get started with

• Youve built the onboarding playbook the team runs on as subscriber volumes grow

• Youre ready to step up as the Customer Success functions remit expands

About you

Wed love to hear from you if most of this sounds like you — you dont need to tick every box:

• Youve got experience in customer success, onboarding, account management or a similar customer-facing role, ideally in a subscription or SaaS business

• Youre highly organised and thrive on running multiple onboarding conversations at once without letting details slip

• You communicate clearly in writing and in person, and can explain product features simply and confidently

• Youre customer-focused: you build rapport fast, read the room, and people trust you to help them succeed

• You pick up new tools fast (experience with CRM or customer success platforms like Intercom or Zendesk is a bonus, not a requirement)

• Youre curious about financial markets and investing — or excited to learn

• You want to grow with a business, not just fill a seat

Why join?

• Real impact from day one: help shape the onboarding experience for a fast-growing base of investors, inside a company thats already profitable.

• Real career trajectory: a defined path to greater ownership of the Customer Success lifecycle and retention strategy as the function grows.

• A product with pull: our 8M investors dont just visit, they run their portfolios here — youre helping them get real value from day one.

Perks

• Flexible remote work: work where youre most productive

• Share Club: cash to invest, a free SWS subscription, and regular sessions to talk stocks with the team

• L&D fund: we invest in your growth

• Team events & hackathons: come together and push whats possible

Requirements: