Openfx
Client Success, North America
Miami, Florida, United States. Posted a month ago
The role
You will own the day to day relationship for a portfolio of institutional clients. You will manage account growth plans and support large North America relationships to increase cross-border flow through OpenFX.
What you will do
- Own a portfolio of institutional clients as their primary point of contact
- Build and run an account growth plan for each client
- Grow transaction volume by helping clients optimize FX flows, pricing, and settlement setup
- Monitor client health and trading activity
- Expand accounts through upsell and deeper product use
- Own the cross-sell pipeline for new currency pairs and products
- Price thoughtfully and escalate exceptions early
- Support largest North America accounts on trades, settlement, pricing, and new product setup
- Build and maintain a structured playbook for long-tail accounts
- Use AI to automate routine workflows and surface client insights
Required qualifications
- 3+ years in fintech or financial services
- 5+ years of total experience across account management, sales, consulting, or business operations
- Working knowledge of payments and FX, including how cross-border flows, settlement, and pricing fit together
- Track record of managing and growing a book of clients independently
- Confidence negotiating pricing and volume with senior client stakeholders
- Comfort with data using CRM and analytics tools
- Experience building repeatable account management systems for a large portfolio
- Advanced fluency with AI tools such as Claude
- Clear, candid communication in writing and in person
- Ability to build strong working relationships with Product, Operations, and Compliance teams
- High degree of trust, comfort with ambiguity, and a bias for action
- Fluency with Google Workspace, Slack, and Notion
Nice to have
- Experience at a remittance company, PSP, neobank, or payment infrastructure company
- A strong understanding of FX markets and trading operations
- Familiarity with stablecoins and US payment rails such as ACH, Fedwire, and RTP
Benefits
- Competitive salary and benefits package
- Equity in a rapidly growing company
- Opportunity to work in a fast-paced startup
- Opportunity to make a significant impact on global financial infrastructure
- Collaborative work culture
About the company
OpenFX is building infrastructure to power the next generation of cross-border payment systems for institutions. The team is backed by Accel, Lightspeed, M13, Northzone, Pantera, and other investors.