Lifecycle & CRM Manager - Onboarding & Adoption

You will accelerate new customer activation and product adoption through strategic onboarding programs that guide customers to their first trade and sustained platform usage. 

Key Responsibilities: 

• Design and optimize multi-channel onboarding journeys from registration to first trade 

• Develop adoption campaigns for key product features and trading instruments 

• Create educational content strategies that build customer confidence and competence 

• Implement progressive profiling and personalization strategies during onboarding 

• Collaborate with product teams to reduce friction and improve conversion funnels 

• A/B test onboarding flows, messaging, and incentive strategies 

• Monitor activation metrics: time-to-first-trade, feature adoption rates, early engagement 

• Develop win-back strategies for customers who stall during onboarding 

Requirements: 

• 3+ years experience designing customer onboarding programs in digital products 

• Strong understanding of behavioral psychology and user experience principles 

• Analytical mindset with ability to identify drop-off points and optimize conversion funnels 

• Proven experience with A/B testing and experimentation frameworks 

• Familiarity with CRM platforms, marketing automation, and personalization tools 

• Knowledge of financial services products and customer learning journeys preferred 

• Project management skills to coordinate cross-functional onboarding initiatives 

• Understanding of email, SMS, push, and in-app messaging capabilities 

• Data analysis skills to monitor and interpret activation metrics