Client Success LATAM

You will manage and grow a portfolio of institutional clients as their primary contact. You will create account growth plans, optimize FX flows, pricing, and settlement arrangements, monitor client health, and identify upsell and cross-sell opportunities. You will also support key Latin American accounts, resolve trade and product issues with internal partners, build scalable account-management playbooks, and use AI to automate workflows and generate client insights.

Responsibilities

• Own institutional client relationships as the primary point of contact
• Build and execute account growth plans
• Grow transaction volume by optimizing client FX flows, pricing, and settlement setups
• Monitor client health and trading activity
• Expand accounts through upsells and deeper product adoption
• Manage the cross-sell pipeline for new currency pairs and products
• Negotiate pricing and escalate exceptions
• Support major Latin American accounts with trades, settlement, pricing, and product setup
• Build and maintain playbooks for long-tail accounts
• Use AI to automate workflows and surface client insights

Requirements

• 3+ years of experience in fintech or financial services
• 7+ years of total experience in account management, sales, consulting, or business operations
• Fluency in Spanish and Portuguese
• Knowledge of payments, FX, cross-border flows, settlement, and pricing
• Experience independently managing and growing a client portfolio
• Experience negotiating pricing and volume with senior stakeholders
• Experience using CRM and analytics tools to assess client health
• Experience building repeatable account-management systems for large portfolios
• Advanced fluency with AI tools such as Claude
• Fluency with Google Workspace, Slack, and Notion
• Based in or willing to relocate to Miami

Benefits

• Competitive benefits package
• Equity