10 дней назад
Client Success, North America (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Success, North America (Fintech): Managing and growing a portfolio of institutional clients using cross-border payments and FX infrastructure with an accent on account expansion, pricing, settlement, and client health. Focus on optimizing trading flows, launching cross-sell products, building scalable account management systems, and applying AI to automate workflows and surface client insights.
Location: Miami, Florida, United States; must be based in or willing to relocate to Miami
Company
is building cross-border payment infrastructure for institutional clients, enabling money movement across currencies and financial systems.
What you will do
- Own day-to-day relationships and growth plans for a portfolio of institutional clients, including payment companies, PSPs, fintechs, and digital asset platforms.
- Increase transaction volume by helping clients optimize FX flows, pricing, settlement, and product usage.
- Monitor client health and trading activity, identify risks early, and recover slowing accounts.
- Support major North American accounts with trades, settlement, pricing, and new product setup in partnership with Trading Operations and Product.
- Build scalable account management playbooks and cross-sell pipelines for new currency pairs and products.
- Use AI tools to automate routine workflows and surface client insights with RevOps.
Requirements
- 3+ years of experience in fintech or financial services and 5+ years of total experience in account management, sales, consulting, or business operations.
- Working knowledge of payments and FX, including cross-border flows, settlement, and pricing.
- Demonstrated ability to independently manage and grow a client portfolio and negotiate pricing and volume with senior stakeholders.
- Experience building repeatable account management systems for large portfolios, using CRM and analytics tools to assess client health.
- Advanced fluency with AI tools such as Claude, plus familiarity with Google Workspace, Slack, and Notion.
- Must be based in or willing to relocate to Miami, United States.
Nice to have
- Experience with remittance companies, PSPs, neobanks, or payment infrastructure companies.
- Strong understanding of FX markets and trading operations.
- Familiarity with stablecoins and US payment rails such as ACH, Fedwire, and RTP.
Culture & Benefits
- Competitive salary and benefits package.
- Equity in a rapidly growing company.
- Opportunity to contribute to global financial infrastructure and fintech innovation.
- Collaborative environment focused on personal and professional growth.
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