Client Success & Activation Specialist

About OptionBots About OptionBots OptionBots is a no-code platform for automated options trading. Users connect a partner broker account, build or pick a bot, and let it trade. The Role The role You own the customer after onboarding. Your job is to keep users active, solve their problems, and grow their accounts. This is a mix of customer success and sales: half support, half revenue. What you'll do Support: answer tickets, chat, and calls, troubleshoot bot and broker setup issues, and escalate technical bugs to the dev team. Activation and retention: watch for users who stop running bots, reach out proactively, figure out why, and get them back up and running. Upsells and cross-sells: use support calls and check-ins to move users into higher-tier plans and other offers. Feedback: log complaints, feature requests, and recurring issues, then report patterns to leadership. Must-haves Very comfortable on the phone, confident running calls with customers. Excellent spoken and written English. 1–2+ years in customer success, account management, or inside sales, ideally in SaaS. Interest in or familiarity with trading or investing. Self-driven and able to work US hours (EST overlap). Working Hours You must be available to work 9:00 AM – 5:00 PM Eastern Time, Monday through Friday.

Compensation

Comp $1,000/month base. Commission on upsells and cross-sells. Optional monthly bonus for hitting a reactivation or retention target. How we measure success Active user rate, churn rate, number of reactivations, upsell revenue, and ticket response time. Interested?