Client Success Lead, Fintech — Cross-Border Payments (NA)

OpenFX; Miami (FL); Presencial; USD 110.000 - 140.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

Benefits package

Equity in a growing company

Fintech startup culture

Descripción de la vacante

OpenFX in Miami is seeking a Client Success professional to own a portfolio of institutional clients and drive cross-border payment flows. You will partner with Sales, Trading Ops, Product, Compliance, and RevOps to move clients’ FX and settlement activities forward while growing the book end-to-end.

The role blends independent ownership with collaboration on the largest North America relationships. 60% individual book management, 40% support for major clients, with AI-driven workflows and a

Formación

• 3+ years in fintech or financial services.
• 5+ years total experience across account management, sales, consulting, or business operations.
• Working knowledge of payments and FX, including cross-border flows, settlement, and pricing.
• Track record of managing and growing a book of clients independently with full ownership of outcomes.
• Confidence negotiating pricing and volume with senior client stakeholders.
• Comfort with data using CRM and analytics tools to understand client health.
• Experience building repeatable account management systems for a large portfolio.
• Advanced fluency with AI tools such as Claude in daily work.
• Clear, candid communication in writing and in person.
• Strong working relationships with Product, Operations, and Compliance teams.
• Trust, comfort with ambiguity, and a bias for action.
• Fluency with Google Workspace, Slack, and Notion.
• Based in or willing to relocate to Miami.

Responsabilidades

• Own a portfolio of institutional clients as their primary contact and grow relationships.
• Build and run account growth plans to expand FX flows and pricing.
• Grow transaction volume by optimizing FX flows and settlement setup.
• Monitor client health and trading activity to prevent slowdowns.
• Expand accounts through upsell and deeper product use.
• Own cross-sell pipeline for new currency pairs and products.
• Support large NA accounts on trades, settlement, pricing, and new products.
• Develop a structured playbook for long-tail accounts to maintain coverage as the book scales.
• Use AI to automate routine workflows and surface client insights.

Conocimientos

Account management

Sales

Consulting

Business operations

Payments and FX knowledge

CRM analytics

AI tools familiarity

Herramientas

CRM systems

Analytics tools

Google Workspace

Notion

Slack

Descripción del empleo

OpenFX in Miami is seeking a Client Success professional to own a portfolio of institutional clients and drive cross-border payment flows. You will partner with Sales, Trading Ops, Product, Compliance, and RevOps to move clients’ FX and settlement activities forward while growing the book end-to-end.

The role blends independent ownership with collaboration on the largest North America relationships. 60% individual book management, 40% support for major clients, with AI-driven workflows and a