FX Account Manager

📌 Core Information

🔹 Job Title: FX Account Manager

🔹 Company: iBanFirst

🔹 Location: Paris, Île-de-France, France

🔹 Job Type: On-site

🔹 Category: 💼 Account Management

🔹 Date Posted: Tue Apr 01 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site

📌 Essential Job Details

🚀 Job Overview

Key aspects of this role include:

• Building and maintaining long-term relationships with clients
• Working closely with the Customer Success Management team to maximize client satisfaction
• Optimizing international payments and managing FX exposure
• Analyzing companies' currency risk and providing strategic advice

ASSUMPTION: The role primarily focuses on client relationship management and strategic financial consulting, given the fintech industry's emphasis on optimizing financial operations and risk management.

📋 Key Responsibilities

✅ Build and maintain long-term relationships with clients.

✅ Work closely with the Customer Success Management team to enhance client satisfaction.

✅ Optimize international payments and manage FX exposure.

✅ Analyze currency risk management for companies.

✅ Raise awareness and support companies on currency-related issues.

✅ Educate clients on platform features and daily needs.

✅ Collect and share customer feedback internally.

✅ Meet key performance indicators: Cross sell, Up sell, Churn & NPS.

ASSUMPTION: Responsibilities reflect a strong focus on both customer service and financial product utilization, typical for fintech-related account management roles.

🎯 Required Qualifications

Education: Not specified

Experience: Prior experience in a customer-facing position is required

Required Skills:

• Customer-facing experience
• Customer-oriented mindset
• Excellent communication skills (speaking & writing)
• Fluency in French

Preferred Skills:

• Fluency in English

ASSUMPTION: The role requires effective communication and interpersonal skills to manage diverse client portfolios, common in sales-driven environments.

💰 Compensation & Benefits

Salary Range: Not specified; likely competitive given industry standards

Benefits:

• Involvement in innovative missions and projects
• Opportunity to significantly impact the company's future
• Flat hierarchical structure in an international professional team
• Regular offsites and internal events

Working Hours: 40 hours per week

ASSUMPTION: Fringe benefits support a balanced work-life dynamic and team cohesion, important in fast-paced fintech environments.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services

Company Size: 201-500, providing opportunities for close-knit teamwork while offering resources typical of larger firms

Founded: 2016

Company Description:

• Leading alternative for businesses requiring international payments
• Offers access to currency markets and tailored hedging strategies
• Robust fintech platform with financial support from notable investors

Company Specialties:

• Currency accounts
• International payments
• Currency risk management

Company Website: iBanFirst

ASSUMPTION: iBanFirst's innovative platform aims to disrupt traditional banking models by easing cross-border transactions, aligning with industry shifts towards digital solutions.

📊 Role Analysis

Career Level: Mid-level position suitable for individuals looking to expand expertise in finance and client management

Reporting Structure: Reports directly to the Head of Sales

Work Arrangement: Full-time, on-site presence in Paris, vital for team integration and client interactions

Growth Opportunities:

• Expand expertise in fintech and financial services
• Potential to rise to senior account management or leadership roles
• Develop broad industry connections

ASSUMPTION: The role offers significant growth through immersion in strategic financial negotiations and client engagement, critical for career advancement in fintech.

🌍 Location & Work Environment

Office Type: Dynamic office space fostering creativity and collaboration

Office Location(s): Paris office at Rue de Courcelles, key for proximity to major European business hubs

Geographic Context:

• Located in a vibrant financial district
• Accessibility to diverse cultural and professional networks
• Central position within European fintech scene

Work Schedule: Standard business hours with possible client-specific flexibility

ASSUMPTION: Paris location offers strategic advantages for networking and conducting international business, enhancing role effectiveness.

💼 Interview & Application Insights

Typical Process:

• Initial interview with Talent Acquisition Specialist
• Subsequent interview with the Head of Sales
• Final interview with VP Sales

Key Assessment Areas:

• Communication and interpersonal effectiveness
• Analytical and problem-solving skills
• Understanding of financial products and services

Application Tips:

• Highlight customer-facing experience prominently
• Demonstrate understanding of fintech innovations
• Prepare examples of managing client portfolios and solutions

ATS Keywords: Account Management, Client Relationship, FX Management, Customer Success

ASSUMPTION: Focus of recruitment on strategic and customer-oriented financial expertise reflects the need for candidates to align with iBanFirst's innovative service offerings.

🛠️ Tools & Technologies

• Cloud-based financial platforms
• Real-time currency exchange tools
• Customer relationship management (CRM) systems

ASSUMPTION: Candidates are expected to be proficient in tech-driven financial solutions, crucial for success in fintech start-ups.

👔 Cultural Fit Considerations

Company Values:

• Innovation and technology-driven excellence
• Commitment to client-focused solutions
• Collaborative teamwork and flat management structure

Work Style:

• Driven and proactive in addressing client needs
• Adaptive to a fast-paced and evolving industry
• Team-oriented with a focus on shared success

Self-Assessment Questions:

• Can you thrive in a dynamic and evolving financial environment?
• Do you excel in building and maintaining client relationships?
• Are you comfortable working in a team-focused, flat hierarchical structure?

ASSUMPTION: The cultural fit emphasizes adaptability and a proactive approach, aligning with start-up environments where innovation is key.

⚠️ Potential Challenges

• Managing diverse SME client portfolios
• Keeping up with industry changes and fintech innovations
• Balancing client expectations and organizational objectives
• Long-term relationship building in a competitive sector

ASSUMPTION: Challenges arise from the need to continuously innovate and optimize client experiences in a rapidly evolving fintech industry.

📈 Similar Roles Comparison

• Greater emphasis on tech proficiency than traditional banking roles
• More dynamic client interaction focus compared to corporate finance positions
• Requires adaptability to a fast-paced fintech environment

ASSUMPTION: Role competition requires understanding fintech's unique demands compared to conventional finance positions.

📝 Sample Projects

• Develop strategies to minimize SME currency exposure risk
• Enhance client satisfaction through tailored financial solutions
• Lead initiatives to improve platform user engagement

ASSUMPTION: Projects align with iBanFirst's objectives to innovate and optimize client financial operations.

❓ Key Questions to Ask During Interview

• How does iBanFirst support professional growth and development?
• Can you elaborate on the team dynamics and company culture?
• What are the specific goals for this role in the first year?
• How does the company foster innovation within the team?
• What is the typical career progression path from this role?

ASSUMPTION: Interview preparation should focus on understanding company culture and growth opportunities, critical for long-term engagement.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through the company website
• Prepare a resume highlighting relevant fintech and customer relationship experience
• Include a cover letter addressing your unique qualifications for the role
• Be ready to discuss your experience and approach to client management in the interview
• Follow up with an email to thank the interviewers for the opportunity

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.