Account Manager

• Serve as primary relationship manager for SFOX Connect (embedded solution) with a dedicated focus on payments/Fintech clients
• Conduct quarterly business reviews focusing on trading volume, execution quality, and operational efficiency
• Collaborate with clients' trading, operations, and compliance teams to optimize platform usage
• Maintain detailed account intelligence and interaction history in Salesforce
• Drive deeper engagement with SFOX Connect's trading, custody, and settlement features
• Identify opportunities to increase client trading volume and expand service utilization
• Present new product features including Smart Order Router, algorithmic trading tools, and custody solutions
• Coordinate with product team to prioritize feature requests based on client feedback
• Guide clients through SFOX Connect API integration and FIX protocol setup
• Troubleshoot trading connectivity issues and order management system integrations
• Assist with multi-exchange routing optimization and execution strategy configuration
• Provide training on trading dashboards, portfolio management tools, and risk analytics
• Facilitate onboarding of new trading counterparties and liquidity relationships
• Coordinate prime brokerage services including margin trading and securities lending
• Manage custody wallet provisioning and institutional-grade security implementations
• Support clients with regulatory reporting and transaction cost analysis (TCA)
• Monitor institutional crypto trading trends and competitive landscape
• Gather client feedback on execution quality, latency, and market structure preferences
• Collaborate with trading desk on market making and liquidity provision strategies
• Contribute to institutional research reports and market commentary
• Partner with institutional sales team on prospect meetings and product demonstrations
• Develop case studies showcasing client success stories and ROI metrics
• Represent SFOX at institutional crypto conferences and industry events
• Support RFP responses and due diligence processes for prospective clients

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