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?