eFX Senior Account Manager (Sell-Side Clients)

Metric; New York (NY); Sur place; USD 120 000 - 190 000; Plein temps

Résumé du poste

Metric is seeking a Senior Customer Success Manager to lead and grow relationships with sell-side FX clients, with a focus on Latin America. The role blends deep FX platform expertise with strategic client ownership, revenue growth and regional account development.

The successful candidate will drive retention, identify new opportunities within existing relationships and support sales through client engagement and product demonstrations.

Qualifications

• Significant experience in Customer Success or Account Management within sell-side FX technology or electronic trading platforms.

Responsabilités

• Own and develop strategic sell-side client relationships across banks, brokerages and financial institutions.
• Drive account growth, retention and incremental revenue through upselling and cross-selling.
• Support pre-sales activity, including client meetings, platform demonstrations and workflow discussions.
• Oversee client onboarding and act as a senior escalation point for complex client issues.
• Partner with Sales, Product, Technology and Operations to improve client delivery and platform adoption.
• Monitor regional account performance and implement initiatives to strengthen client relationships and commercial outcomes.
• Provide guidance and support to the wider Customer Success team where required.

Connaissances

Customer Success

Account Management

FX Technology

Electronic Trading

Description du poste

A leading financial technology provider is seeking a Senior Customer Success Manager to lead and grow relationships with sell-side FX clients, with a focus on Latin America.

This is a senior, commercially focused role combining deep FX platform expertise with strategic client ownership, revenue growth and regional account development. The successful candidate will drive retention, identify new opportunities within existing relationships and support sales through client engagement and product demonstrations.

Key Responsibilities

• Own and develop strategic sell-side client relationships across banks, brokerages and financial institutions.


• Drive account growth, retention and incremental revenue through upselling and cross-selling.


• Support pre-sales activity, including client meetings, platform demonstrations and workflow discussions.


• Oversee client onboarding and act as a senior escalation point for complex client issues.


• Partner with Sales, Product, Technology and Operations to improve client delivery and platform adoption.


• Monitor regional account performance and implement initiatives to strengthen client relationships and commercial outcomes.


• Provide guidance and support to the wider Customer Success team where required.

Requirements

• Significant experience in Customer Success or Account Management within sell-side FX technology or electronic trading platforms.


• Deep knowledge of eFX platforms and sell-side workflows.


• Proven experience managing senior institutional clients and growing commercial relationships.


• Strong track record of revenue generation through existing accounts, upselling and cross-selling.


• Experience supporting pre-sales demonstrations and resolving complex client or workflow issues.


• Strong leadership, stakeholder management and communication skills.