Offer summary

Qualifications:

Bachelor's degree in Business, Finance, or a related field, Proven track record in account management or sales within the financial services industry, Strong knowledge of the FX and CFD markets, Excellent relationship-building and communication skills..

Key responsabilities:

Manage and expand relationships with existing clients to drive retention and growth

Proactively identify upselling opportunities and collaborate with the sales team to maximize revenue

Understand client needs and provide customized solutions and support

Prepare reports and present updates on client performance and account metrics.

Job description

CXM Direct LLC, a leading global FX & CFD broker, is seeking a talented and dynamic Account Executive to join our team. As an Account Executive, you will be responsible for managing and expanding relationships with existing clients. This is an exciting opportunity to contribute to the growth of our company and develop your career in the financial services industry.

As an Account Executive, you will serve as the primary point of contact for clients, understanding their needs, providing excellent customer service, and ensuring their satisfaction. You will be expected to build strong relationships, identify upselling opportunities, and drive revenue growth. This role requires strong interpersonal skills, a proactive mindset, and the ability to thrive in a fast-paced environment.

Responsibilities

Manage and expand relationships with existing clients to drive retention and growth
Proactively identify upselling opportunities and collaborate with the sales team to maximize revenue
Understand client needs and provide customized solutions and support
Address client inquiries, resolve issues, and provide excellent customer service
Stay up-to-date with industry trends and market conditions
Collaborate with internal teams to ensure client satisfaction and successful implementation
Prepare reports and present updates on client performance and account metrics

Requirements

Bachelor's degree in Business, Finance, or a related field
Proven track record in account management or sales within the financial services industry
Strong knowledge of the FX and CFD markets
Excellent relationship-building and communication skills
Ability to understand client needs and provide tailored solutions
Strong problem-solving and negotiation skills
Self-motivated and able to work independently
Proficient in Microsoft Office suite
Experience in the brokerage industry is a plus
Japanese speaker and able to understand English

Benefits