eFX Account Manager (LATAM Coverage)

Metric; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Metric, a leading fintech provider, seeks a Customer Success Manager to manage relationships with buy-side clients using our electronic FX trading platform, with a focus on Latin America.

The role is client-facing and commercially focused, covering onboarding, platform adoption and growing existing accounts through upselling and cross-selling.

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.
• Fluency in Spanish and/or Portuguese.
• 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.
• Identify opportunities to increase platform usage and grow 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

Cross-selling

eFX

Job description

A leading financial technology provider is seeking a Customer Success Manager to manage and develop relationships with buy-side clients using its electronic FX trading platform, with a particular focus on Latin America.

This is a client-facing, commercially focused role centred on relationship management, onboarding, platform adoption and growing existing accounts through upselling and cross-selling.

Key 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.

Requirements

• Experience in Customer Success, Account Management or Relationship Management within financial services or fintech.
• Strong knowledge of electronic FX trading (eFX) and trading platforms.
• Fluency in Spanish and/or Portuguese.
• 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.