Client Success LATAM
OpenFX helps financial institutions move money across borders with real-time settlement and transparent pricing through its FX infrastructure platform.
Funding history
About OpenFX
OpenFX helps financial institutions process cross-border payments through its real-time settlement network that bypasses traditional correspondent banking. Users can execute FX transactions, settle payments within 60 minutes, and access transparent pricing across currency pairs. OpenFX enables 24/7 money movement for remittance companies, neobanks, and payment providers seeking faster, cheaper international transfers.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
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.
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
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
Benefits
- Competitive benefits package
- Equity