Relationship Manager at OKX
OKX · United States Of America · Remote
Who We Are
At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom.
OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand by hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves.
Across our multiple offices globally, we are united by our core principles: We Before Me, Do the Right Thing, and Get Things Done. These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er.
OKX is part of OKG, a group that brings the value of Blockchain to users around the world, through our leading products OKX, OKX Wallet, OKLink and more.
About this role
负责高价值客户的开发与维护，深入了解各家产品与解决方案，通过专业够听和定制化的解决方案，推动交易、资产及收入等关键指标的持续增长。该岗位高度 KPI 导向，需要强目标感、快速学习能力，同时能接受高强度出差。
Responsible for acquiring and managing high-value clients, developing a deep understanding of different products and solutions across platforms, and driving sustainable growth in trading volume, assets and revenue through professional consultation and customized solutions. This is a highly KPI-driven role that requires strong goal orientation, fast learning ability, and the ability to handle frequent business travel.
What You’ll Be Doing
开发与拓展
- 通过多渠道（线下拜访、行业会议、社群、转介绍等）挖掘并开发潜在高价值客户（包括但不限于专业交易者、家族办公室等）。
- 能够快速画像并识别高潜力目标客户，建立并维护客户线索池和跟进节奏。
客户关系管理与业绩达成
- 建立并维护稳固的客户关系，定期Review，了解用户交易需求、资金规模与产品需求。
- 对所负责客户的 资产规模、交易量、收益贡献等关键指标（KPI）负责，按月度/季度完成业绩目标。
产品与解决方案咨询
- 深入理解各家主流交易平台的各产品条线（如：现货、合约、期权、Earn/理财、结构化产品等），能够为客户提供对比分析和专业建议。
- 收集客户需求与痛点，协同产品、运营等团队，为重点客户提供定制化解决方案。
行业洞察与学习
- 持续跟进行业动态、竞品策略和新产品形态，快速掌握并消化新知识，形成对客户有价值的观点与建议。
- 定期输出客户/市场反馈与竞品情报，为内部策略和产品迭代提供一线视角。
Client Acquisition & Expansion
- Identify and acquire potential high-value clients (including but not limited to professional traders, family offices, etc.) through multiple channels such as in-person visits, industry events, communities and referrals.
- Quickly profile and identify high-potential target clients, maintain a structured lead pipeline and follow-up rhythm.
Client Relationship Management & Target Delivery
- Build and maintain strong, long-term relationships with clients; conduct regular reviews to understand their trading needs, capital scale and product preferences.
- Take full responsibility for key KPIs of your client portfolio, including asset under management, trading volume and revenue contribution, and achieve monthly/quarterly performance targets.
Product & Solutions Advisory
- Develop an in-depth understanding of major product lines on leading trading platforms (e.g. spot, perpetuals, options, Earn/wealth management, structured products, etc.) and provide professional comparison and recommendations to clients.
- Gather client needs and pain points, and work with product, operations and other internal teams to deliver customized solutions for key clients.
Industry Insight & Continuous Learning
- Continuously track industry trends, competitor strategies and new product types; quickly absorb new knowledge and translate it into valuable insights and suggestions for clients.
- Regularly share client/market feedback and competitive intelligence to provide frontline input for internal strategy and product iteration.
What We Look For In You
- 至少 2 年及以上 web3 行业工作经验，对主流交易所、钱包、托管、DeFi 等产品有实际使用或服务经验。
- 能够 快速识别与筛选目标客户，具备优秀的沟通谈判技巧与关系维护能力，有高潜力客户的客户关系管对金融市场、衍生品、风险收益等有基本认知，有银行、券商、资管等金融背景者优先。客户服务和运营等相关工作经验优先；
- 明确的 KPI & 结果导向，习惯用数据衡量业绩。
- 能接受 高强度工作节奏与频繁出差 / 拜访。
- 自驱力强，抗压能力好，能够在不确定环境中找到路径并推动落地。
- 能够 中英文双语工作（听说读写）；
- 本科及以上学历，金融、经济、会计、数学、统计、计算机等相关专业优先。
- At least 2 years of work experience in the Web3 industry, with hands-on usage or service experience related to major exchanges, wallets, custody solutions, DeFi products, etc.
- Able to quickly identify and qualify target clients, with strong communication, negotiation and relationship-building skills. Experience in managing high-potential client relationships, client service or account operations is preferred. Basic understanding of financial markets, derivatives and risk–return; background in banking, securities or asset management is a strong plus.
- Clear KPI & result orientation, and comfortable using data to measure and manage performance.
- Comfortable with a high-intensity work pace and frequent travel / client visits.
- Strong self-motivation and resilience, able to find paths forward and drive execution in an uncertain environment.
- Able to work in both Chinese and English (listening, speaking, reading and writing).
- Bachelor’s degree or above; majors in Finance, Economics, Accounting, Mathematics, Statistics, Computer Science or related fields are preferred.
Perks & Benefits
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Competitive total compensation package
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Various team building programs and company events
- More that we love to tell you along the process!
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