RM Director

OKX•Lynchburg, VA

11d

About The Position

负责高潜力客户业务的策略制定与团队管理，包括目标拆解、策略规划、团队搭建与辅导、重点客户攻坚等。要求候选人对 Web3 行业与各类产品有深度理解，具备卓越的业务洞察力和方向感，能够带领团队在高竞争环境中持续达成甚至超额完成业绩目标。 Responsible for designing and leading the high-potential client business strategy and team, including target breakdown, strategy planning, team building and coaching, as well as driving strategic key account wins. The ideal candidate has deep understanding of the Web3 industry and product landscape, strong business insight and a clear sense of direction, and can lead the team to consistently achieve or exceed business targets in a highly competitive environment.

Requirements

至少 3 年及以上 Web3 行业经验，有金融或互联网/Fintech 行业 BD / 高潜力客户 / RM 相关经验优先，对金融市场、交易结构、风险控制有扎实理解；有银行、券商、自营交易机构、对冲基金等背景者优先；
有带领高潜力客户团队或销售团队的成功经验（带队 3–10 人或以上），可提供可量化的业绩案例；
强目标感与方向感：能够在不确定的行业环境下给出清晰业务方向，并有效传递给团队。
深度行业洞察：对 web3 行业发展趋势、监管环境、机构参与模式、主流产品形态有系统认知。
团队领导力：擅长设定清晰目标、激励团队、推动执行。
强 KPI & 结果导向：习惯以数据说话，擅长通过指标体系管理业务与团队。
能够熟练使用中英文双语开展工作（听说读写），包含对内沟通、跨国团队协作；
本科及以上学历，金融、经济、数学、计算机、工商管理等相关专业优先。
At least 3 years of experience in the Web3 industry; prior experience in BD / high-potential client coverage / RM roles in financial services, internet or fintech is preferred. Solid understanding of financial markets, trading structures and risk management; background in banking, securities, proprietary trading firms or hedge funds is a strong plus.
Proven experience leading a high-potential client team or sales team (managing 3–10+ people), with quantifiable track record of business results.
Strong sense of goals and direction: able to define clear business directions in an uncertain industry environment and effectively communicate them to the team.
Deep industry insight: systematic understanding of Web3 industry trends, regulatory landscape, institutional participation models and mainstream product types.
Team leadership: skilled at setting clear objectives, motivating the team and driving execution.
Strong KPI and result orientation: data-driven mindset, adept at managing business and team performance through metrics and dashboards.
Able to work fluently in both Chinese and English (listening, speaking, reading and writing), for internal communication and cross-border collaboration.
Bachelor’s degree or above; majors in Finance, Economics, Mathematics, Computer Science, Business Administration or related fields are preferred.

Responsibilities

业务战略与目标管理
制定高潜力客户业务中长期发展策略，包括客户细分、市场拓展方向、产品组合策略等。
根据公司整体战略，拆解年度/季度业绩指标（包括资产规模、交易量、收入、客户数等），并制定相应行动计划。
推动资源协调（产品资源、预算协调等），确保重点项目优先推进。
团队搭建与管理
通过辅导与培训提升团队成员对 Web3 产品、金融知识与销售能力的综合水平。
建立高效的销售管理机制（如 Pipeline 管理、客户分层策略、节奏管理等），确保团队执行到位。
业务洞察与决策支持
通过数据分析与一线反馈，形成对市场趋势、客户行为和竞品策略的洞察。
与产品、市场等团队紧密协作，为决策层提供业务建议和策略输入。
标准化与体系建设
搭建并持续优化高潜力客户运营方法论与流程体系（如客户分层模型、拜访 SOP、激励政策、风险管理等）。
沉淀可复制的成功经验，推动在团队内落地，提升整体战斗力与效率。
Business Strategy & Target Management
Define the mid- to long-term development strategy for the high-potential client segment, including client segmentation, market expansion focus and product portfolio strategy.
Break down annual/quarterly business targets (including asset under management, trading volume, revenue, number of clients, etc.) based on the company’s overall strategy, and develop corresponding action plans.
Drive resource allocation and coordination (e.g. product resources, budget, internal support) to ensure key initiatives are prioritized and effectively executed.
Team Building & Management
Coach and train team members to continuously improve their overall capability across Web3 product knowledge, financial literacy and sales skills.
Establish an efficient sales management framework (e.g. pipeline management, client tiering and segmentation strategy, cadence management) to ensure strong discipline and execution across the team.
Business Insight & Decision Support
Generate insights on market trends, client behaviors and competitive strategies through data analysis and frontline feedback.
Work closely with product, marketing and other functions to provide business recommendations and strategic input to senior decision-makers.
Standardization & System Building
Build and continuously optimize the operating methodology and process framework for high-potential clients (e.g. client segmentation models, visit/engagement SOPs, incentive policies, risk management mechanisms).
Capture and standardize repeatable best practices, drive adoption across the team, and enhance overall effectiveness and competitiveness.