eFX Account Growth & Onboarding Lead – Latin America

Metric; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Metric, a leading fintech provider in New York, seeks a Customer Success Manager to manage buy-side client relationships, onboard and drive platform adoption while expanding existing accounts through upselling and cross-selling.

The role focuses on delivering demonstrations, maximizing platform usage, and collaborating with Sales, Product and Tech teams to elevate client experience and performance.

Qualifications

• Experience in Customer Success, Account Management or Relationship Management within financial services or fintech.
• Strong knowledge of electronic FX trading (eFX) and trading platforms.
• Experience working with buy-side institutions, such as asset managers, hedge funds or other investment firms, is desirable.
• Commercially minded, with strong relationship-building and communication skills.
• Experience identifying account growth and cross-selling opportunities.

Responsibilities

• Manage relationships with buy-side FX clients, building trusted partnerships with traders and key stakeholders.
• Identify opportunities to increase platform usage and grow existing accounts through upselling and cross-selling.
• Coordinate client onboarding, training and ongoing platform engagement.
• Deliver product demonstrations and support clients in maximising platform functionality.
• Work closely with Sales, Product and Technology teams to resolve issues and improve client experience.
• Monitor client engagement, satisfaction and account performance.

Skills

Customer success

Account management

Relationship building

Communication skills

Upselling & cross-selling

Onboarding

Product demos

Job description

Metric, a leading fintech provider in New York, seeks a Customer Success Manager to manage buy-side client relationships, onboard and drive platform adoption while expanding existing accounts through upselling and cross-selling.

The role focuses on delivering demonstrations, maximizing platform usage, and collaborating with Sales, Product and Tech teams to elevate client experience and performance.