Client Success

About UsOpenFX is on a mission to move money as freely as data, unrestricted by time zones, banking hours, or legacy systems. We are building the infrastructure that will power the next generation of cross-border payment systems for institutions. The team's execution has been exceptional, and we're scaling at a remarkable pace. Our stellar early team brings experience at companies such as J.P. Morgan, Goldman Sachs, FalconX, PayPal, Affirm, Polygon, Kraken, Nium, Visa, Mastercard & others. We’re backed by Accel, Lightspeed, M13, Northzone, Pantera, and other top-tier investors.

Role Overview

Key Responsibilities: Client Coverage & Engagement, Account Growth & Expansion, Driving Operational Excellence, AI-Powered Scale

• Client Coverage & Engagement
• Serve as the primary point of contact for a growing portfolio of institutional clients across APAC.
• Build and maintain account growth plans covering each client's business model, strategic priorities, and growth potential.
• Drive proactive engagement across the book, ensuring every APAC client has a high-quality relationship with OpenFX.
• Deeply understand each client's business to uncover opportunities and strengthen the relationship over time.
• Account Growth & Expansion
• Analyze client data to identify opportunities for volume growth and increased product adoption.
• Develop and execute strategies that grow transaction volume by helping clients optimize their FX flows and deepen their activity on our platform.
• Own the cross-sell pipeline independently, driving  adoption for new currency pairs and products  as they launch globally
• Operational Excellence
• Build and maintain a structured management framework for long tail accounts, ensuring consistent coverage and early identification of growth and retention risks.
• Monitor client health metrics across the book, using data to identify risks and act proactively.
• Coordinate with Product and Ops to resolve client issues promptly and channel structured feedback into product development.

AI-Powered  Scale

• Leverage AI as a core part of day to day tasks, automating routine workflows, deepening client insights, and creating capacity for higher-value client interactions.
• Identify and implement AI-forward practices that raise the bar for how the Client Success team operates, setting a new gold standard for the function globally.

What we are looking for

• Must-haves:
• 3+ years of experience in fintech or financial services
• 5+ years of total professional experience across account management, sales, consulting, and business operations
• Proven ability to use data to understand client health, identify patterns, and surface risks and opportunities.
• Advanced fluency with AI tools, applied as a core part of how you work.
• Excellent communication and relationship management skills.
• Demonstrated ability to manage a book of clients independently, with full ownership of outcomes.

• What helps you stand out
• Experience working in cross-border payment businesses such as remittance companies, PSPs, neobanks, or payment infrastructure companies.
• Demonstrated understanding of FX markets and trading operations.
• Background in B2B client success or sales with exposure to account management or sales cycles
• Business-level Mandarin proficiency.

What We Offer

• 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.

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.