Client Success, Enterprise (Associate)

About OpenFX

OpenFX is on a mission to become the global backbone for cross-border FX transactions. We are building the infrastructure to power the next generation of cross-border payment systems for institutions. The team's execution has been exceptional, and we're scaling remarkably. We're backed by Accel, Atomico, M13, Northzone, NFX, Pantara and other top-tier investors.

We are seeking a Client Success Enterprise to own the full lifecycle of up to 3 dedicated enterprise accounts — from pre-sale RFP support and onboarding through activation, expansion, and long-term partnership. The primary mission is to maximize lifetime value by driving deeper product adoption, opening new currency corridors, and migrating incremental cross-border payment volume onto the platform — turning landed enterprise clients into high-volume strategic partners.

This person operates as an adaptive generalist who flexes across documentation collection, stakeholder mapping, technical coordination, executive engagement, and account planning.

Responsibilities & Expectations

Pre-Sale & RFP Support

• Support the Business Development team by owning documentation collection and RFP response coordination for enterprise prospects.
• Build and maintain a living library of standard RFP components (company overview, security/compliance documentation, technical architecture summaries, case studies, SLA commitments) that enables assembly of a complete RFP response within 5 business days.

Pre-Activation & Onboarding Ownership

• Own the full pre-activation lifecycle for each assigned enterprise client, including internal system setup, comprehensive stakeholder mapping (decision-makers, influencers, technical contacts, finance/treasury counterparts), and documented engagement plans.
• Coordinate proactively with Compliance, Operations, and Product to clear onboarding blockers before they impact the client timeline.

Trading Relationship Management

• Grow total payment volume (TPV) across assigned enterprise accounts by expanding into new currency corridors, increasing transaction frequency, and migrating additional cross-border payment flows onto the OpenFX platform.
• Serve as the primary point of contact for institutional clients' day-to-day FX trading needs.
• Monitor client trading patterns, volumes, and pricing to ensure optimal execution.
• Work with trading teams to understand their workflows and identify efficiency opportunities.
• Implement a structured account health monitoring cadence, including monthly executive check-ins, quarterly business reviews (QBRs), and a documented escalation protocol.
• Establish direct working relationships with senior stakeholders (VP+ or equivalent) within each assigned enterprise account.

Must-Have Qualifications

• 4+ years of experience in account management, client success, or relationship management with high-value institutional or enterprise clients.
• Strong operator mentality — adapts quickly across strategic planning, onboarding coordination, RFP assembly, and day-to-day issue resolution.
• Experience managing complex, multi-stakeholder client relationships.
• Metrics-driven approach with the ability to tie daily activities to TPV growth outcomes.
• Strong communication skills — able to translate technical complexity into business value for non-technical stakeholders.
• Cross-functional collaboration experience working with PDE, Ops, and Compliance teams.

Nice-to-Have Qualifications

• Experience with FX trading platforms or financial technology products.
• Understanding of API integrations and trading system workflows.
• Familiarity with regulatory requirements for FX trading.

What Sets Great Candidates Apart

• Experience in high-growth startup environments.
• Strong project management skills for coordinating complex client implementations.
• Experience working with both technical and business stakeholders.
• Track record of growing institutional relationships through data-driven insights.

What We Offer

• Competitive compensation package, including equity in a high-growth company.
• Opportunity to work on cutting-edge technology at a very fast-paced startup.
• Collaborative and supportive work environment.
• Professional development and growth opportunities.
• Work with innovative technology and leading financial institutions.

We are committed to building a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.