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Tier-1 brand, mid-level generalist role, metro location and 2-5 year range increase applicant density.
Role demands sell-side trading and financial markets experience, limiting cross-industry transferability.
Explicit 2-5 years requirement plus preferred trading/FX domain knowledge creates moderate selection filters.
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Develop and execute customer success strategies and value plans for trading accounts to drive adoption, retention, and revenue growth.
Build and maintain deep relationships with key stakeholders and trading end-users to ensure delivery of an elite customer experience and manage customer health and retention risks.
Collaborate with sales leaders and product teams to provide customer insights, support renewals, identify expansion opportunities, and influence product roadmap alignment.
2-5 years of experience in customer service, client relationship management, pre-sales, or trading roles, preferably in FX trading.
Bachelor's degree is mandatory.
Proficient in written and spoken English.
Work Experience Required: 2-5 years in relevant roles as specified above.
Experience working with sell-side trading customers and understanding of trading desktop solutions, ideally within FX trading.
Ability to deliver customized training and engagements tailored to various stakeholder levels including C-Level and trading teams.
Operationally focused on customer retention, adoption metrics, and growth within fast-paced, evolving financial markets environments.