Fintech Client Success Manager, North America

OpenFX; Ohio; Presencial; USD 140 000 - 170 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Equity in a rapidly growing company

Fast-paced fintech startup environment

Professional growth opportunities

Resumo da oferta

OpenFX is hiring a Client Success lead for North America to manage a diverse portfolio of institutional clients from Miami, working with Sales, Trading Operations, and Product to grow cross-border FX volumes and optimize settlements.

You will own the end‑to‑end relationship, build growth plans, and expand accounts through upsell and deeper product adoption, while leveraging AI tools to automate workflows and surface insights for senior leadership.

Qualificações

• 3+ years in fintech or financial services with 5+ years total experience across account management, sales, consulting, or business ops
• Working knowledge of payments and FX, including cross-border flows, settlement and pricing
• Proven ability to manage and grow a client book independently with ownership of outcomes
• Strong negotiation and pricing skills with senior client stakeholders
• Comfort using CRM and analytics tools to monitor client health and decide where to spend time
• Experience building repeatable account-management systems for a large portfolio
• Advanced fluency with AI tools (e.g., Claude) in daily work
• Clear written and verbal communication and ability to raise risks to leadership early

Responsabilidades

• Own a portfolio of institutional clients as primary contact and grow the relationship
• Build and execute account-growth plans per client and understand their business priorities
• Grow FX volume by optimizing flows, pricing, and settlement set up
• Monitor client health and trading activity to prevent slowdowns
• Expand accounts through upsell and deeper product adoption
• Own cross-sell pipeline for new currency pairs and products at launch
• Price thoughtfully and escalate exceptions to keep growth profitable
• Support large NA accounts on trades, settlement, pricing, and product setup
• Collaborate with Trading Ops and Product to resolve issues quickly
• Develop and maintain a scalable playbook for long-tail accounts
• Leverage AI to automate workflows and surface client insights

Conhecimentos

Account management

Sales

Client relationship

Negotiation

Data analytics

AI tools

Communication

Team collaboration

Formação académica

Bachelor's degree in business/finance

Ferramentas

CRM systems

Analytics tools

Google Workspace

Descrição da oferta de emprego

OpenFX is hiring a Client Success lead for North America to manage a diverse portfolio of institutional clients from Miami, working with Sales, Trading Operations, and Product to grow cross-border FX volumes and optimize settlements.

You will own the end‑to‑end relationship, build growth plans, and expand accounts through upsell and deeper product adoption, while leveraging AI tools to automate workflows and surface insights for senior leadership.