Client Success, North America

OpenFX; Miami (FL); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Equity in a growing company

Fintech startup culture

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Account management

Sales

Consulting

Business operations

Payments and FX knowledge

CRM analytics

AI tools familiarity

Tools

CRM systems

Analytics tools

Google Workspace

Notion

Slack

Job description

About Us

OpenFX is on a mission to move money as freely as data, unrestricted by time zones, banking hours, or legacy systems. We are building the infrastructure that will power the next generation of cross-border payment systems for institutions. The team's execution has been exceptional, and we're scaling at a remarkable pace. Our stellar early team brings experience at companies such as J.P. Morgan, Goldman Sachs, FalconX, PayPal, affirm? Wait no, we should use "Affirm". Then mention "Polygon, Kraken, Nium, Visa, Mastercard and others. We're backed by Accel, Lightspeed, M13, Northzone, Pantera, and other top-tier investors.

About the Role

We are hiring a Client Success, NA to join our North America go-to-market team in Miami, reporting to the Head of Client Success, NA. You will own the day to day relationship for a portfolio of institutional clients, including payment companies, PSPs, fintechs, and digital asset platforms, and help them move more of their cross-border flow through OpenFX.

The role blends full ownership with close support. Roughly 60% of your time goes to running your own book of growing accounts end to end, and about 40% goes to supporting our largest North America relationships alongside the Head of Client Success. You will work daily with Sales, Trading Operations, Product, Compliance, and RevOps.

What You'll Do

• Own a portfolio of institutional clients as their primary point of contact so every account has a clear owner and a relationship that keeps getting stronger.
• Build and run an account growth plan for each client so you understand their business model, priorities, and where more of their FX flow can come to OpenFX.
• Grow transaction volume by helping clients optimize their FX flows, pricing, and settlement setup so they trade more, and more often, on our platform.
• Monitor client health and trading activity so you spot slowdowns early and bring accounts back before they go quiet.
• Expand accounts through upsell and deeper product use so fast-growing clients become some of our largest relationships.
• Own the cross-sell pipeline for new currency pairs and products as they launch globally so clients adopt more of the platform.
• Price thoughtfully and elevate exceptions early so growth stays profitable.
• Support our largest North America accounts on trades, settlement, pricing, and new product setup, partnering with Trading Ops and Product so issues get solved fast and client feedback shapes the roadmap.
• Build and maintain a structured playbook for long-tail accounts so coverage stays consistent as the book scales.
• Use AI to automate routine workflows and surface client insights, working with RevOps, so the team spends more time on high-value client conversations.

What You Should Bring

• 3+ years in fintech or financial services, and 5+ years of total experience across account management, sales, consulting, or business operations.
• Working knowledge of payments and FX, including how cross-border flows, settlement, and pricing fit together.
• A 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: you use CRM and analytics tools to understand client health and decide where to spend your time.
• Experience building repeatable account management systems for a large portfolio, not just a handful of top clients.
• Advanced fluency with AI tools such as Claude, applied as a core part of how you work every day.
• Clear, candid communication in writing and in person, including raising risks to leadership early.
• Strong working relationships with Product, Operations, and Compliance teams, and the ability to get things prioritized for your clients.
• A high degree of trust, comfort with ambiguity, and a bias for action. You own outcomes, not activity. Fluency with Google Workspace, Slack, and Notion.
• Based in or willing to relocate to Miami.

Even Better

• Experience at a remittance company, PSP, neobank, or payment infrastructure company.
• A strong understanding of FX markets and trading operations.
• Familiarity with stablecoins and US payment rails such as ACH, Fedwire, and RTP.

What We Offer

• Competitive salary and benefits package.
• Equity in a rapidly growing company.
• Opportunity to work in a fast-paced startup at the forefront of fintech innovation.
• Opportunity to make a significant impact on global financial infrastructure.
• Collaborative work culture with emphasis on personal and professional growth.

We are committed to building a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.