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Partner Success Specialist
Job Location:
Job Location:
Washington, DC - USA
Yearly Salary:
USD 60000 - 75000
Yearly Salary:
Posted:
23 August 2026 (Yesterday)
Posted:
Application Deadline:
20 November 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Job Title: Partner Success Specialist
Location: Washington D.C. (Hybrid; in-person after 90 days)
Status: Full-time; Exempt
Reports to: Partner Support Manager
Direct Reports: None
Typical Work Hours: 8:30 a.m. to 5:00 p.m. Monday through Friday
Monex is a leading global financial solutions provider offering a complete set of tools to support business growth and strategic financial operations.
We specialize in FX risk management and international payments helping corporate and institutional clients design tailored FX solutions to navigate currency volatility with confidence. Our team of FX specialists implements well-considered currency strategies offering dedicated support to help clients manage their payment needs whether for goods services or direct investments.
In 2025 Monex facilitated $198 billion in FX turnover and managed $16.1 billion in assets. With offices across North America (Canada the U.S. and Mexico) Asia (Singapore) and Europe (the U.K. Spain and the Netherlands) we serve more than 70000 clients worldwide.
By combining global reach with deep local market expertise Monex provides businesses with a suite of financial solutions and FX market analysis to help optimize efficiency mitigate currency risk and protect margins in an increasingly complex financial landscape.
Monex is seeking a Partner Success Specialist to support referral partners and their clients throughout the customer lifecycle. This role serves as a key point of contact for partner and client inquiries onboarding account support and service needs while collaborating with Sales Compliance Operations Trading IT and other internal teams to deliver a seamless client experience. The ideal candidate is highly organized client-focused and proactive with strong communication and problem-solving skills and experience in financial services payments banking or a similar regulated environment.
Responsibilities
Partner Client and Service Support
Location: Washington D.C. (Hybrid; in-person after 90 days)
Status: Full-time; Exempt
Reports to: Partner Support Manager
Direct Reports: None
Typical Work Hours: 8:30 a.m. to 5:00 p.m. Monday through Friday
Monex is a leading global financial solutions provider offering a complete set of tools to support business growth and strategic financial operations.
We specialize in FX risk management and international payments helping corporate and institutional clients design tailored FX solutions to navigate currency volatility with confidence. Our team of FX specialists implements well-considered currency strategies offering dedicated support to help clients manage their payment needs whether for goods services or direct investments.
In 2025 Monex facilitated $198 billion in FX turnover and managed $16.1 billion in assets. With offices across North America (Canada the U.S. and Mexico) Asia (Singapore) and Europe (the U.K. Spain and the Netherlands) we serve more than 70000 clients worldwide.
By combining global reach with deep local market expertise Monex provides businesses with a suite of financial solutions and FX market analysis to help optimize efficiency mitigate currency risk and protect margins in an increasingly complex financial landscape.
Monex is seeking a Partner Success Specialist to support referral partners and their clients throughout the customer lifecycle. This role serves as a key point of contact for partner and client inquiries onboarding account support and service needs while collaborating with Sales Compliance Operations Trading IT and other internal teams to deliver a seamless client experience. The ideal candidate is highly organized client-focused and proactive with strong communication and problem-solving skills and experience in financial services payments banking or a similar regulated environment.
Responsibilities
Partner Client and Service Support
- Serve as a primary day-to-day contact for partners and clients responding to calls emails and service requests in a timely and professional manner.
- Provide updates on onboarding account changes transaction inquiries service requests and issue resolutions.
- Investigate and troubleshoot partner and client inquiries escalating complex or high-priority matters as needed.
- Coordinate with Sales Compliance Operations Trading IT and back-office teams to support a seamless client experience.
- Support partner-referred client onboarding including documentation collection KYC/AML coordination account setup and follow-up on outstanding requirements.
- Assist partners with maintaining accurate client records including online users payment instructions beneficiary entities and CRM or operational system data.
- Assist with partner training materials support documentation user guides platform adoption and education on markets and internal procedures.
- Conduct proactive outreach to strengthen engagement support growth and retention efforts and identify at-risk or inactive relationships.
- Gather partner feedback and share trends concerns and improvement opportunities with management.
- Assist with partner reporting service metrics client activity tracking meetings communications campaigns and service announcements.
- Support testing implementation workflow improvements documentation updates and departmental projects as assigned.
- Bachelors degree in Business Finance Communications Marketing or a related field.
- 24 years of experience in customer success client services account management partner support customer support or a related client-facing role.
- Prior experience within a regulated financial services institution payments company bank credit union money services business or similar environment.
- Strong written and verbal communication skills with the ability to build credibility and trust with partners clients and internal teams.
- Exceptional organizational skills and a high level of attention to detail.
- Ability to manage multiple priorities and work effectively in a fast-paced team-oriented environment.
- Strong problem-solving skills with a proactive customer-focused mindset.
- Experience working with CRM platforms business applications and Microsoft Office including Excel and Outlook.
- Experience in financial services payments banking fintech or the foreign exchange industry.
- Working knowledge of data security AML KYC regulatory and compliance requirements.
- Experience supporting referral partner channel partner or strategic partner programs.
- Experience conducting client onboarding and training.
- Working proficiency in Spanish or French is not required but would be considered an asset.
- Minimal travel required; occasional attendance at partner meetings conferences or company events may be necessary.
- The annual salary range is $60000 to $75000 based on experience with a 10% annual bonus.
- Medical insurance
- Dental insurance
- Vision insurance
- Long-term disability insurance
- Short-term disability insurance
- Accidental Death & Dismemberment (AD&D) insurance
- Commuter benefits
- 401(k) and Roth retirement plans
- Paid Time Off (PTO)
- Additional company-sponsored benefits as applicable
Required Experience:
Junior IC
About Company
Monex USA: Bloomberg-recognized for top currency forecasting. Trusted partner for secure foreign exchange and international payments.
