Client Success North America

You will manage a portfolio of institutional clients and serve as their primary contact. You will develop account-growth plans, optimize foreign-exchange flows, pricing, and settlement setups, monitor account health, and expand adoption through upselling and cross-selling. You will also support major North American accounts, coordinate with internal stakeholders, maintain scalable account-management playbooks, and use AI to automate workflows and identify client insights.

Responsibilities

• Manage a portfolio of institutional clients as their primary point of contact
• Build and execute account growth plans
• Optimize clients' FX flows, pricing, and settlement setups
• Monitor client health and trading activity
• Expand accounts through upselling and deeper product adoption
• Manage the cross-sell pipeline for new currency pairs and products
• Negotiate pricing and escalate exceptions
• Support major North American accounts with trades, settlement, pricing, and product setup
• Build and maintain account-management playbooks for long-tail accounts
• Use AI to automate workflows and surface client insights

Requirements

• 3+ years of experience in fintech or financial services
• 5+ years of total experience in account management, sales, consulting, or business operations
• Working knowledge of payments, FX, cross-border flows, settlement, and pricing
• Experience independently managing and growing a book of clients
• Experience negotiating pricing and volume with senior stakeholders
• Experience using CRM and analytics tools to evaluate client health
• Experience building repeatable account-management systems for large portfolios
• Advanced fluency with AI tools such as Claude
• Strong written and in-person communication
• Ability to work with Product, Operations, and Compliance teams
• Fluency with Google Workspace, Slack, and Notion
• Based in or willing to relocate to Miami

Benefits

• Benefits package
• Equity