Institutional Sales Manager
Core
Serve as the primary point of contact for institutional partners to cultivate long-term relationships, drive revenue growth, and ensure seamless operational experiences.
Role type
Senior Institutional Sales Manager
Builds
Institutional client relationships and trading activity on OKX crypto exchange
Domain
Cryptocurrency / Digital Assets / Financial Services
Deliverable
client delivery
Required skills
Institutional sales, relationship management, business development, client onboarding, upselling/cross-selling, product education, regulatory compliance, cross-functional collaboration, data analysis
Preferred skills
API/trading infrastructure knowledge, regulated financial markets background, global crypto ecosystem expertise
Technologies
Slack, Telegram, WhatsApp, WeChat
Responsibilities
Identify and qualify new institutional leads, manage full sales cycle, coordinate end-to-end client onboarding, monitor client activity for upselling opportunities, resolve day-to-day client inquiries, educate clients on new products, analyze client feedback for product improvements, ensure adherence to compliance policies and regulations
Seniority
Senior, hands-on IC