Regional Relationship Manager

Come join oneZero Financial Systems! An exciting, fast-growing company with Headquarters in Somerville, MA.  oneZero empowers banks, brokerages and hedge funds with cutting edge trade routing and execution technology. Our platform, deployed with 200+ entities globally, features a low-latency trading environment, integrations to the world’s leading execution venues, and reliable IT infrastructure and technical support—all designed to be customized and scaled to serve any business model and any size of market participant. We take pride in our great work atmosphere and highly motivated team of engineers. We are currently looking for a motivated and talented Regional Relationship Manager to join our Sales team. 

oneZero is proud to have been named one of Business Intelligence Group's Best Places to Work for four consecutive years: https://www.onezero.com/awards/onezero-earns-recognition-as-a-2025-best-place-to-work/

oneZero earns 2025 Great Place To Work Australia Certification: https://www.onezero.com/awards/onezero-earns-2025-great-place-to-work-australia-certification/

The Boston Globe names oneZero a Top Place to Work in 2022, 2023, and 2024: https://www.onezero.com/homepage/the-boston-globe-names-onezero-a-top-place-to-work-for-third-year-in-a-row/ 

Job Purpose: 

The Regional Relationship Manager is responsible for increasing client satisfaction, adoption and retention.  From the point of sale, to go-live and beyond, the Regional Relationship Manager acts as a liaison for assigned clients, guiding them through the onboarding process, and ensuring they are utilizing our product suite to best serve their business. The Regional Relationship Manager is responsible in coordination with the Operations and Sales teams, for improving the onboarding process, specifically in the areas of client communications and expectation management.

Duties:

• Assist and guide clients through the onboarding process from the point of sale to the go-live date.


• Collect and organize deployment prerequisites from clients and deliver to Operations team for implementation.


• Maintain overall relationship with assigned clients, increase product and feature adoption, ensure retention, and generating satisfaction.


• Establish a trusted/strategic advisor relationship with each assigned client and drive continued value of our products and services.


• Work with clients to establish critical goals or other key performance indicators and aid the customer in achieving their goals.


• Work to identify and/or develop upsell opportunities through the adoption of new features and other products available in oneZero’s product suite.


• Advocate customer needs/issues cross-departmentally.


• Improving client user experience and adoption rate by identifying and creating product enhancements and/or feature request


• Act as an escalation point for relationship and expectation management for assigned clients.


• Is responsible, along with all other management and staff, for creating a work environment conducive to exceptional productivity and high employee morale.

Required Skills and Experience:

• Graduate degree preferred.


• You have experience working in Customer Success, Account Management, Sales, Operations or similar role.


• Strong attention to detail and highly organized in your workflows. You understand what it means to own a customer portfolio and to prioritize efficiently.


• Self-motivated and able to work autonomously.


• You embrace teamwork and collaboration. You’ll be working with multiple teams and departments (Sales, Marketing, Development, Support, Product, QA etc)


• You are adaptive. Love the challenge of a fast-moving environment where you are constantly improving yourself, your team and your processes.


• You have exceptional verbal and written communication skills with the ability to present to diverse audience both internally and externally.


• Confident in delivering training and demonstrations

Additional Skills will be considered an advantage:

• MT4/5 knowledge

• Knowledge of financial markets (forex, DMA, equities, CFDs, NDF’s)


• Previous experience or understanding in FinTech, FX, CFD or equities trading company