Client Success, North America
Core
Own the day-to-day relationship for a portfolio of institutional clients (payment companies, PSPs, fintechs, digital asset platforms) to help them move more cross-border flow through OpenFX.
Role type
Senior Client Success Manager (Institutional)
Builds
Cross-border payment infrastructure for institutions
Domain
Fintech / Cross-border payments / FX
Deliverable
client delivery
Required skills
Account management, FX and payments knowledge, client growth strategy, pricing negotiation, CRM and analytics, AI tool fluency, cross-functional collaboration
Preferred skills
Remittance/PSP/neobank experience, FX trading operations knowledge, stablecoin and US payment rails (ACH, Fedwire, RTP) familiarity
Technologies
Google Workspace, Slack, Notion, AI tools (Claude)
Responsibilities
Own a portfolio of institutional clients as primary point of contact; Build and run account growth plans; Grow transaction volume by optimizing FX flows and settlement; Monitor client health and trading activity; Expand accounts through upsell; Own cross-sell pipeline for new products; Price thoughtfully and escalate exceptions; Support largest accounts on trades and settlement; Build structured playbooks for long-tail accounts; Use AI to automate workflows.
Seniority
Senior, hands-on IC