Client Success, APAC
At a glance
Mid-level Customer Success role at OpenFX. Singapore.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Manage institutional accounts across APAC as their main OpenFX contact
- Create account plans around each client's model, priorities, and expansion potential
- Use client data to find volume and product adoption opportunities, then grow FX activity
- Track account health, spot retention risks, and coordinate issue resolution with Product and Ops
- Apply AI to automate routine work, improve client insight, and increase time for valuable conversations
What you bring
- At least three years in fintech or financial services, plus at least five years across account management, sales, consulting, or business operations
- You can use data to assess client health, recognize patterns, and find risks or opportunities
- You work fluently with AI tools and manage a client portfolio independently through its outcomes
- You communicate well and build strong client relationships
Who this fits
You’ll suit a mid-level client success role centered on institutional accounts, retention, expansion, and independent ownership across APAC. Experience with cross-border payments, FX markets, B2B client success or sales, and business-level Mandarin would strengthen your fit.
From the employer
About Us
OpenFX 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.
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