Who We Are

About the Role

What You’ll Be Doing

Business Development & Growth

• Identify and qualify new institutional leads, managing the full sales cycle from initial outreach through to closing and post-sales client success.
• Coordinate the end-to-end onboarding process for institutional clients, including verification and account activation.
• Monitor client activity and trading patterns to identify opportunities for upselling and cross-selling.
• Develop strategic initiatives to expand institutional client relationships and drive trading activity.

Product & Relationship Management

• Serve as the dedicated relationship lead for assigned institutional accounts, resolving day-to-day inquiries and operational issues within defined SLAs.
• Proactively educate clients on new product launches, platform features, and market developments to support optimal platform usage.
• Analyze client feedback and operational challenges, identifying meaningful signals that can drive product improvements and commercial outcomes.
• Develop deep expertise in OKX’s product suite, trading infrastructure, and risk framework to provide informed guidance to institutional clients.
• Manage dedicated client communication channels (Slack, Telegram, WhatsApp, WeChat) and coordinate with internal teams including Product, API, Legal, and Compliance to deliver solutions and improvements.
• Advocate internally for initiatives that enhance client experience, increase trading activity, and support long-term client retention.

Compliance & Governance

• Ensure all client engagements strictly adhere to company policies, Terms of Service, and local regulatory requirements.
• Support due diligence processes including DDQs, partnership agreements, and audit requests in collaboration with Legal and Compliance teams.
• Maintain high standards of documentation, operational transparency, and regulatory alignment.

What We Look For In You

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related field.
• 5+ years of experience in institutional sales, relationship management, or business development within crypto, fintech, or financial markets.
• Strong understanding of digital asset trading products, institutional client workflows, and exchange infrastructure.
• Proven experience managing institutional or high-value client relationships.
• Excellent communication and stakeholder management skills.
• Strong analytical mindset with the ability to identify commercial opportunities from client insights.
• Ability to work cross-functionally with product, engineering, compliance, and legal teams in a fast-paced environment.
• Experience working with institutional crypto clients such as funds, market makers, trading firms, or fintech platforms.

Nice to Have

• Familiarity with APIs, trading infrastructure, and liquidity solutions.
• Background in regulated financial markets or digital asset platforms.
• Strong understanding of the global crypto ecosystem and institutional market dynamics.