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. 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.