LatAm Client Success Lead — Fintech Growth

CryptoproNetwork; Miami (FL); Presencial; USD 120 000 - 160 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive salary

Equity

Growth opportunities

Resumo da oferta

OpenFX in Miami seeks a Client Success, LatAm to lead daily relationships with institutional clients across fintech and payments. You will own a growing book end-to-end, collaborating with Sales, Trading Operations, Product, Compliance, and RevOps.

The role focuses on growing client value, optimizing FX flows and settlement, and expanding cross-sell opportunities while leveraging AI tools to surface insights.

Qualificações

• 3+ years in fintech or financial services; 7+ years in account management, sales, consulting, or business operations.
• Fluent in Spanish AND Portuguese.
• Working knowledge of payments and FX, including cross-border flows, settlement, and pricing.

Responsabilidades

• Own a portfolio of institutional clients as main point of contact.
• Grow accounts with a defined growth plan and expand FX flow.
• Improve transaction volume by optimizing FX, pricing, 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.

Conhecimentos

Fintech experience

Spanish fluency

Portuguese fluency

Account management

Pricing negotiation

Data analytics

CRM tools

AI tools (Claude)

Written communication

Cross-functional collaboration

Ferramentas

CRM software

Google Workspace

Slack

Notion

Descrição da oferta de emprego

OpenFX in Miami seeks a Client Success, LatAm to lead daily relationships with institutional clients across fintech and payments. You will own a growing book end-to-end, collaborating with Sales, Trading Operations, Product, Compliance, and RevOps.

The role focuses on growing client value, optimizing FX flows and settlement, and expanding cross-sell opportunities while leveraging AI tools to surface insights.