Client Success, North America

Added
3 days ago
Type
Full time
Salary
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Related skills

crm payments account management fintech analytics

πŸ“‹ Description

  • Own a portfolio of institutional clients as their primary point of contact so every account has a
  • Build and run an account growth plan for each client so you understand their business model
  • Grow transaction volume by helping clients optimize their FX flows, pricing, and settlement setup
  • Monitor client health and trading activity so you spot slowdowns early and bring accounts back
  • Expand accounts through upsell and deeper product use so fast-growing clients become some of our
  • Own the cross-sell pipeline for new currency pairs and products as they launch globally so clients

🎯 Requirements

  • 3+ years in fintech or financial services, and 5+ years of total experience across account
  • Working knowledge of payments and FX, including how cross-border flows, settlement, and pricing fit
  • A track record of managing and growing a book of clients independently, with full ownership of
  • Confidence negotiating pricing and volume with senior client stakeholders.
  • Comfort with data: you use CRM and analytics tools to understand client health and decide where to
  • Experience building repeatable account management systems for a large portfolio, not just a handful

🎁 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.

🚚 Relocation support

πŸ›ƒ Visa sponsorship

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