Client Success, North America

OpenFX • Miami, FL

2d • Onsite

About The Position

OpenFX is building the infrastructure for the next generation of cross-border payment systems. We are looking for a Client Success, NA to join our North America go-to-market team in Miami. This role reports to the Head of Client Success, NA and will own the day-to-day relationship for a portfolio of institutional clients, including payment companies, PSPs, fintechs, and digital asset platforms. The goal is to help these clients move more of their cross-border flow through OpenFX. The role is a blend of full ownership and close support, with approximately 60% of the time dedicated to managing and growing a portfolio of accounts end-to-end, and 40% supporting the largest North America relationships alongside the Head of Client Success. Collaboration with Sales, Trading Operations, Product, Compliance, and RevOps is essential.

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.
• Proven track record of independently managing and growing a client portfolio with full ownership of outcomes.
• Confidence in negotiating pricing and volume with senior client stakeholders.
• Proficiency with data, utilizing CRM and analytics tools to understand client health and prioritize efforts.
• Experience building repeatable account management systems for a large portfolio.
• Advanced fluency with AI tools such as Claude, applied as a core part of daily work.
• Clear, candid communication skills, both written and verbal, including the ability to raise risks to leadership early.
• Strong working relationships with Product, Operations, and Compliance teams, and the ability to get client needs prioritized.
• A high degree of trust, comfort with ambiguity, and a bias for action; owning outcomes, not just activity.
• 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.
• A 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, ensuring each account has a clear owner and a strengthening relationship.
• Develop and execute an account growth plan for each client, understanding their business model, priorities, and identifying opportunities to increase their FX flow through OpenFX.
• Increase transaction volume by assisting clients in optimizing their FX flows, pricing, and settlement setup.
• Monitor client health and trading activity to proactively identify slowdowns and re-engage accounts before they become inactive.
• Expand accounts through upsell opportunities and deeper product utilization, transforming fast-growing clients into significant relationships.
• Manage the cross-sell pipeline for new currency pairs and products as they are launched globally, driving client adoption of the platform.
• Price services thoughtfully and escalate exceptions early to ensure profitable growth.
• Support the largest North America accounts with trades, settlement, pricing, and new product setup, collaborating with Trading Ops and Product to resolve issues quickly and ensure client feedback influences the product roadmap.
• Create and maintain a structured playbook for long-tail accounts to ensure consistent coverage as the client portfolio scales.
• Utilize AI to automate routine workflows and surface client insights, working with RevOps, to allow the team to focus more time on high-value client interactions.

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