Client Success, North America

OpenFX • Miami, FL

8h • Onsite

About The Position

OpenFX is seeking a Client Success, NA to join their North America go-to-market team in Miami. This role reports to the Head of Client Success, NA and will be responsible for managing day-to-day relationships with a portfolio of institutional clients, including payment companies, PSPs, fintechs, and digital asset platforms. The goal is to help these clients increase their cross-border flow through OpenFX. The position involves a blend of independent account management (approximately 60% of the time) and supporting the largest North America relationships alongside the Head of Client Success (approximately 40% of the time). The role requires daily collaboration with Sales, Trading Operations, Product, Compliance, and RevOps teams.

Requirements

• 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 cross-border flows, settlement, and pricing.
• 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.
• 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.
• Based in or willing to relocate to Miami.

Nice To Haves

• Experience at a remittance company, PSP, neobank, or payment infrastructure company.
• Strong understanding of FX markets and trading operations.
• Familiarity with stablecoins and US payment rails such as ACH, Fedwire, and RTP.

Responsibilities

• 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 their FX flows, pricing, and settlement setup.
• Monitor client health and trading activity to identify and address slowdowns.
• 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 the 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.

Benefits

• Competitive salary and benefits package.
• Equity in a rapidly growing company.
• Opportunity to work in a fast-paced startup at the forefront of fintech innovation.
• Opportunity to make a significant impact on global financial infrastructure.
• Collaborative work culture with emphasis on personal and professional growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed