🕒 5 days ago
Drive adoption of embedded payment products by engaging customers, analyzing processing rates, recommending tailored solutions, and helping automotive shops increase payment volume and succeed with Shopmonkey Payments.
New Business Specialist (Acquisition and Retention)
🕒 6 days ago
Client OnboardingCustomer SuccessAccount ManagementSales Support
📜 Description
- Deliver a smooth and effective onboarding experience to help new clients become confident users of the platform.
- Manage the client journey from approved application through account funding and first trade.
- Proactively contact newly approved clients to welcome them and guide them through the onboarding process.
- Support the conversion of approved applications into funded accounts by addressing questions and resolving issues.
- Introduce clients to platform features, trading tools, and educational resources.
- Drive early client engagement and retention through proactive outreach and personalized communication.
🛠️ Requirements
- 1–2 years’ experience in client onboarding, customer success, account management, business development, sales support, or a related financial-services environment.
- Bachelor’s degree or relevant recognised qualification in Commerce, Business Management, or a related field.
- Eligibility to be appointed and registered as a CISI member and done CISI module one.
- Good understanding of financial markets and an interest in online trading, including products such as FX, indices, equities, commodities and CFDs.
- Excellent verbal and written communication skills, with the ability to explain platform features and processes clearly and confidently.
- A commercially minded and client-focused approach, with the ability to balance activation outcomes, client experience and regulatory requirements.
- Comfortable conducting proactive outbound client engagement by telephone, email and video call.
- Strong organisational skills and the ability to manage a high-volume pipeline of clients, follow-ups and onboarding actions.
- Ability to identify client needs and obstacles without providing financial advice or personalised trading recommendations.
- High attention to detail and disciplined use of CRM and client-management systems.
✨ Benefits
- Competitive Salary
- Work-Life Harmony
- Generous Time Off
- Employee Referral Program
- Comprehensive Health Benefits
- Pension Plans
- 30 extra days to work remotely from anywhere
- Volunteer Days
Full job description
Capital.com is a global trading and investing platform operating across regulated markets worldwide. Capital.com Kenya is a regulated online forex and trading services to clients in Kenya, acting as a compliant counterparty and providing onboarding, execution, and client support in line with CMA requirements.
The New Business Specialist (Client Acquisition and Retention) is responsible for guiding prospective and newly approved clients through the critical early stages of their trading journey. The role focuses on converting approved applications into active and engaged client relationships by removing onboarding friction, supporting account funding, introducing clients to the platform and guide clients on how to usebthe platform to place their trades.
Responsibilities:
The New Business Specialist will be responsible for delivering a smooth, responsive and commercially effective onboarding experience that helps new clients become confident and active users of Capital.com’s platform.
Requirements:
Nice to have:
What will you get in return:
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