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The Opportunity:
- Help shape the onboarding experience for a fast-growing base of investors.
- Join a profitable company with real career trajectory.
- Work with a product that 8 million investors use to run their portfolios.
The Role:
- Run personalised 1:1 onboarding sessions and drive early activation.
- Own welcome communications, check-ins, and follow-up for new subscribers.
- Collaborate with Product, Marketing, and Engineering to improve the experience.
About You:
- Have experience in customer success, onboarding, or account management in a SaaS business.
- Are highly organised and thrive on managing multiple conversations.
- Are curious about financial markets and excited to learn.
Why Join:
- Make real impact from day one.
- Clear path to greater ownership of the Customer Success lifecycle.
- Enjoy flexible remote work, share club, L&D fund, and team events.
Simply Wall St
Simply Wall St is the portfolio command centre for 8 million investors across 180 countries, helping everyday investors track portfolios, analyse companies, and make confident decisions. We are a profitable, fast-growing team that values real impact and career growth.