Customer Success Manager
About the Company
We're working with a fast-growing FinTech innovator transforming the global currency markets. Their platform connects institutional clients to deep liquidity pools, enabling smarter, faster, and more transparent trading. With a strong presence across global financial hubs, we're looking for passionate professionals to help us scale our client success operations in the Americas.
What You'll Do
- Serve as the primary relationship lead for a portfolio of institutional clients.
- Build and maintain trusted partnerships with key stakeholders, including senior decision-makers.
- Identify and drive opportunities for account expansion and deeper platform engagement.
- Coordinate in-person and virtual client engagements, including training and strategic reviews.
- Deliver tailored onboarding and ensure smooth adoption of new features and tools.
- Monitor client usage and satisfaction metrics to proactively address issues and optimize outcomes.
- Collaborate cross-functionally with product, sales, and support teams to champion client needs.
What You Bring
- 5+ years in client success, relationship management, or account management within financial services or trading technology.
- Strong communication and presentation skills, with experience engaging C-level stakeholders.
- Deep understanding of electronic trading workflows; FX asset class knowledge.
- Proven ability to manage multiple priorities in a fast-paced, client-facing environment.
- Self-starter with a proactive mindset and a passion for delivering value to clients.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
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