Retention Manager (Latam)
About Weltrade
Weltrade is a leading international Fintech company with over two decades of stability and trust in the global FX and online trading industry. Established in 2006, we operate as a truly global, remote-first organization, bringing together high-performing professionals across multiple time zones.
We focus on building scalable trading infrastructure and high-impact commercial ecosystems that drive sustainable client acquisition worldwide. At Weltrade, we value ownership, autonomy, and measurable impact.
About your Role
In this role, you will join the Growth & Retention team, a client-driven and data-aware group dedicated to turning signups into active, confident traders. Your mission is to remove real-world friction for Spanish-speaking clients who register but stall- deposit issues, platform confusion, or simple drop-off- and to bring inactive clients back with respectful, problem-solving conversations. Your core challenge is operating at high call volume while keeping every interaction human, precise, and measurable: you will diagnose blockers, resolve what you can in the moment, and convert repeated client signals into actionable feedback for the business. Your work directly improves activation, retention, and client trust—ensuring more traders reach their “first win” with Weltrade instead of silently churning.
You Have
- High-volume outbound calling experience: 1+ year in outbound calling within fintech, telecom, banking, insurance, or similar, with proven ability to sustain 100+ calls/day consistently.
- Funnel-blocker troubleshooting: Demonstrated experience resolving client activation issues (e.g., payment method failures, account selection confusion, platform navigation) in real time via phone.
- CRM discipline: Confident working daily in CRM tooling to log outcomes, reasons, and next steps with high accuracy (experience with Customer.io or comparable systems).
- Pattern detection & reporting: Proven ability to spot recurring friction themes, quantify them (by region/topic), and translate them into clear weekly summaries for stakeholders.
- Language capability: Native Spanish and English B2–C1 for cross-team collaboration and documentation.
Good to Have
- Experience in Forex/trading environments or with trading client journeys.
- Hands-on experience with Intercom.
- Experience with IP telephony/cloud call systems (e.g., CloudTalk or similar).
What We Offer
- Remote-First Flexibility: We operate fully remotely and offer a global and cross-functional environment.
- Ownership & Impact: A chance to own your ideas and make a measurable impact on Weltrade's global growth.
- Wellbeing: A balanced leave allowance (paid vacation, sick leave, public holidays, etc.) and a supportive culture that values every employee.
Recruitment Process
Application Review → HR Interview → Technical Interview → Final Interview → Offer
Weltrade is a leading international Fintech company with over two decades of stability and trust in the global FX and online trading industry. Established in 2006, we operate as a truly global, remote-first organization, bringing together high-performing professionals across multiple time zones.
We focus on building scalable trading infrastructure and high-impact commercial ecosystems that drive sustainable client acquisition worldwide. At Weltrade, we value ownership, autonomy, and measurable impact.
About your Role
In this role, you will join the Growth & Retention team, a client-driven and data-aware group dedicated to turning signups into active, confident traders. Your mission is to remove real-world friction for Spanish-speaking clients who register but stall- deposit issues, platform confusion, or simple drop-off- and to bring inactive clients back with respectful, problem-solving conversations. Your core challenge is operating at high call volume while keeping every interaction human, precise, and measurable: you will diagnose blockers, resolve what you can in the moment, and convert repeated client signals into actionable feedback for the business. Your work directly improves activation, retention, and client trust—ensuring more traders reach their “first win” with Weltrade instead of silently churning.
You Have
- High-volume outbound calling experience: 1+ year in outbound calling within fintech, telecom, banking, insurance, or similar, with proven ability to sustain 100+ calls/day consistently.
- Funnel-blocker troubleshooting: Demonstrated experience resolving client activation issues (e.g., payment method failures, account selection confusion, platform navigation) in real time via phone.
- CRM discipline: Confident working daily in CRM tooling to log outcomes, reasons, and next steps with high accuracy (experience with Customer.io or comparable systems).
- Pattern detection & reporting: Proven ability to spot recurring friction themes, quantify them (by region/topic), and translate them into clear weekly summaries for stakeholders.
- Language capability: Native Spanish and English B2–C1 for cross-team collaboration and documentation.
Good to Have
- Experience in Forex/trading environments or with trading client journeys.
- Hands-on experience with Intercom.
- Experience with IP telephony/cloud call systems (e.g., CloudTalk or similar).
What We Offer
- Remote-First Flexibility: We operate fully remotely and offer a global and cross-functional environment.
- Ownership & Impact: A chance to own your ideas and make a measurable impact on Weltrade's global growth.
- Wellbeing: A balanced leave allowance (paid vacation, sick leave, public holidays, etc.) and a supportive culture that values every employee.
Recruitment Process
Application Review → HR Interview → Technical Interview → Final Interview → Offer