Sales Lead - Online Securities Brokerage
About the job
Join a fast-growing next-generation online securities brokerage platform as a Sales Lead supporting both retail and institutional client management teams. In this leadership role, you will oversee outbound customer engagement operations, optimize business performance through data-driven strategies, and help drive the expansion of a cutting-edge fintech platform transforming the investment experience for individual investors in Japan.
Key Responsibilities
- Oversee team performance across outbound communication channels (chat, email, phone) to maximize operational efficiency.
- Provide ongoing training, coaching, and targeted feedback to ensure achievement of prospect identification and customer conversion goals.
- Plan and manage special projects to support seamless team operations.
- Analyze customer data to determine optimal engagement approaches and improvement strategies.
- Review and enhance team processes to balance customer satisfaction with operational effectiveness.
- Develop deep understanding of company policies and services to guide team members in delivering professional customer support.
- Execute strategic initiatives to support organizational goals and accelerate business growth.
Required Skills and Qualifications
Experience:
- 5+ years of experience in retail sales or client management roles.
- Team management or leadership background with proven performance management and coaching abilities.
- Experience in outbound sales or customer-facing operations.
- Financial industry experience or personal investment experience demonstrating market understanding.
- Native Japanese and business-level proficiency in English or Chinese.
Soft Skills:
- Strategic thinker capable of creating and implementing effective customer engagement approaches.
- Strong communicator with the ability to provide clear guidance and constructive feedback.
- Results-oriented leader with the ability to balance customer experience and operational efficiency.
Language Requirements:
- Japanese: Native level
- English or Chinese: Business-level proficiency
Preferred Skills & Qualifications
- Experience in fintech, online brokerage, trading platforms, or B2C financial services.
- Ability to support customer acquisition, retention, and operational scalability.
- Understanding of trading applications, equity markets, or retail investor behavior.
About the Company
Our client operates a next-generation online brokerage platform offering 24-hour U.S. stock trading, advanced analysis tools, and professional-grade investment services. With a fast-growing user base, the company is redefining the investing experience by making powerful financial tools accessible to individual investors.
Why You'll Love Working Here
- Work with an innovative investment app offering AI-powered tools and real-time market data.
- Support Japan market expansion following successful launches in both U.S. and Japan stock trading.
- Join an organization transforming the retail investing experience through next-generation technology.
- Opportunities to lead impactful initiatives in a rapidly scaling fintech environment.
- Contribute to a mission-driven company empowering individual investors.
Don't Miss Out - Apply Now!
