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OpenFX is building infrastructure to power the next generation of cross-border payment systems for institutions. The company is backed by top-tier investors including Accel, Lightspeed, M13, Northzone, and Pantera, with a team that includes veterans from J.P. Morgan, Goldman Sachs, FalconX, PayPal, Affirm, Polygon, Kraken, Nium, Visa, and Mastercard.
You will join the North America go-to-market team as Client Success Manager, reporting to the Head of Client Success, NA. The role blends independent account ownership with collaborative support: approximately 60% of your time will be spent running your own book of growing institutional accounts end-to-end (payment companies, PSPs, fintechs, and digital asset platforms), and 40% supporting the largest North America relationships alongside your manager.
Key responsibilities include:
- Owning a portfolio of institutional clients as their primary point of contact, ensuring every account has a clear owner and strengthening relationships over time
- Building and running account growth plans for each client, understanding their business model and identifying opportunities to increase their cross-border FX flow through OpenFX
- Growing transaction volume by helping clients optimize their FX flows, pricing, and settlement setup
- Monitoring client health and trading activity to spot slowdowns early and re-engage accounts before they go dormant
- Expanding accounts through upsells and deeper product adoption, turning fast-growing clients into major relationships
- Owning the cross-sell pipeline for new currency pairs and products as they launch globally
- Pricing thoughtfully and escalating exceptions early to maintain profitable growth
- Supporting the largest North America accounts on trades, settlement, pricing, and new product setup, partnering with Trading Operations and Product to solve issues quickly and shape the roadmap
- Building and maintaining a structured playbook for long-tail accounts to ensure consistent coverage as the book scales
- Using AI tools to automate routine workflows and surface client insights, working with RevOps to free up time for high-value client conversations
You will work daily with Sales, Trading Operations, Product, Compliance, and RevOps teams.
REQUIREMENTS:
- 3+ years in fintech or financial services, and 5+ years of total experience across account management, sales, consulting, or business operations
- Working knowledge of payments and FX, including how cross-border flows, settlement, and pricing fit together
- Track record of managing and growing a book of clients independently with full ownership of outcomes
- Confidence negotiating pricing and volume with senior client stakeholders
- Comfort with data: using CRM and analytics tools to understand client health and prioritize time allocation
- Experience building repeatable account management systems for large portfolios, not just a handful of top clients
- Advanced fluency with AI tools such as Claude, applied as a core part of daily work
- Clear, candid communication in writing and in person, including raising risks to leadership early
- Strong working relationships with Product, Operations, and Compliance teams, and ability to get things prioritized for clients
- High degree of trust, comfort with ambiguity, and bias for action; ownership of outcomes over activity
- Fluency with Google Workspace, Slack, and Notion
- Based in or willing to relocate to Miami
PLUS (nice-to-have):
- Experience at a remittance company, PSP, neobank, or payment infrastructure company
- Strong understanding of FX markets and trading operations
- Familiarity with stablecoins and US payment rails such as ACH, Fedwire, and RTP
