Onboarding Specialist – Trading & Algo Systems (Remote)

We are looking to hire an Onboarding Specialist with a strong interest in trading and financial markets to join our team long-term. Our company provides automated algorithmic trading systems to clients. This is not a generic onboarding role. You will be responsible for guiding new clients through their initial journey with our automated strategies, ensuring they understand the system, complete the setup correctly, and start with the right expectations. This role is highly call-driven. You will be expected to conduct onboarding calls, follow-ups, and live meetings with clients in English. Key Responsibilities - Lead client onboarding from first contact to onboarding completion - Conduct onboarding calls, live meetings, and follow-up calls (mandatory) - Guide clients through platform setup and initial system configuration - Explain how our automated trading systems work and set proper expectations - Identify onboarding blockers and proactively resolve them - Track client onboarding progress and ensure a smooth transition to Customer Support - Work closely with internal teams (tech & support) to ensure onboarding success Required Skills & Qualifications - Previous experience with client onboarding is required - Strong understanding of trading concepts - Knowledge of futures, stocks, and crypto markets is required - Experience with NinjaTrader is a strong plus - Fluent English (spoken and written) - Must be very comfortable conducting calls and live meetings - Excellent communication skills, especially in explaining technical concepts clearly - Strong organizational and problem-solving skills Mandatory Traits (Please read carefully) - Proactivity is non-negotiable - We provide training and guidance, but if you need to be told what to do at every step, this role is not for you. - Comfort with calls is mandatory - This is a client-facing onboarding role. If you dislike calls, live explanations, or direct interaction with clients, please do not apply. - Long-term commitment - We value our team and strongly prioritize internal promotions. I- f you perform well, show responsibility, and develop the right skills, you will be rewarded and grow within the company. - Loyalty and integrity are core values - We value people who are fair, honest, reliable, and accountable. - If you stand by your responsibilities and act with integrity, we want to work with you. - Fast learner with a strong sense of ownership - Occasionally, workload may exceed standard hours. - If flexibility, commitment, and a mission-first mindset bother you, please do not apply. If you’ve read this far and feel unsure whether this challenge is for you, that’s okay — there will always be other opportunities elsewhere. However, if this role motivates you, if you recognize these qualities in yourself, and if you genuinely enjoy onboarding clients, conducting calls, and being the first point of contact in a serious and growing project, we’d be happy to talk and introduce you to what we’re building. Apply tot his job Apply To this Job