Job Description
Job Description
You will manage the onboarding lifecycle for new trading entities within the Markets team, coordinating closely with sales teams, clients, and internal partners to move requests from intake through trading readiness.
You will translate onboarding requirements into clear execution plans, drive cross-functional dependencies, monitor risks and delays, and maintain audit-ready documentation while ensuring required controls, regulatory coverage, and legal documentation workflows are completed on time.
Job Responsibilities
You will manage a pipeline of onboarding requests from intake through trading readiness, ensuring timely and accurate execution.
You will partner with client-facing teams and clients to confirm onboarding requirements, milestones, and dependencies.
You will coordinate cross-functional stakeholders (e.g., due diligence, credit, legal, operations, regulatory coverage) to drive end-to-end progress.
You will translate onboarding requirements into clear action plans with owners and target timelines, escalating risks and delays as needed.
You will drive operational readiness activities, including account and connectivity setup, static/reference data alignment, and workflow handoffs.
You will validate that required regulatory coverage and applicable classifications are in place, coordinating remediation where gaps are identified.
You will track legal documentation execution status and ensure documents are appropriately activated and linked.
You will identify recurring issues and implement process improvements to make onboarding smoother, faster, and more standardized.
Required Qualifications, Capabilities And Skills
Experience in an operations, onboarding, client service, or middle office function within financial services.
Ability to manage multiple concurrent requests with strong organization, prioritization, and attention to detail.
Demonstrated stakeholder management
Employer Description
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors.
Our first-class business in a first-class way approach to serving clients drives everything we do.
We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
Visit our FAQs for more information about requesting an accommodation.
Organization Description
J.P. Morgan's Commercial & Investment Bank is a integral leader across banking, markets, securities services and payments.
Corporations, governments and instk accounts and lead recovery plans before they churn
Identify and pursue opportunities to grow accounts, including tier upgrades and cross-sell of additional services
Negotiate renewals and expansions in line with our pricing and packaging model
Deliver value & coordinate delivery
Ensure a smooth handoff from sales and implementation into ongoing program management
Monitor product usage and adoption, and work with customers to close gaps and deepen engagement
Act as the voice of the customer internally, channeling feedback to our product and services teams
Coordinate with support and implementation teams to meet SLA commitments and deliver project-based work
Manage escalations, bringing the right internal people together to resolve issues quickly
Build the program management function
Establish the playbooks, cadences, and health-scoring approach that will let program management scale as OpenFn grows
Maintain accurate account data, activity, and forecasts in our CRM, and report on core retention/growth metrics to leadership
Help migrate existing customers from legacy project-based arrangements onto the new subscription model
Required Qualifications
3-7+ years of experience in account management, customer success, or a related customer-facing commercial role at a SaaS or subscription business
A proven track record of retaining and growing a portfolio of customers, including owning renewals, forecasting, and driving upsell or expansion
Experience managing customers for a technically substantive product, with a demonstrated ability to get up to speed on how a product actually works
Genuine technical fluency: comfort discussing concepts such as APIs, integrations, data exchange, and workflow automation, and the ability to translate between technical and non-technical audiences
Strong relationship-building skills, with the ability to earn trust with both technical users and senior stakeholders
Experience running customer cadences such as QBRs, service reviews, and success planning
Hands-on proficiency with a CRM, and a data-informed approach to managing account health and forecasts
Fluent, professional-level English communication skills (written and verbal), with the ability to work effectively across a distributed, multicultural team
Fluency in Spanish, in addition to English
A self-starter mindset suited to a foundational role where you build as well as execute, and the ability to work from home or a shared office space with fast, stable internet, preferably in a country located in Central or South America (compatible with Americas time zones)
Preferred Qualifications
Experience helping a business (or its customers) transition from project or services-based revenue to a subscription model
A technical background (e.g. a computer science degree, or prior experience in engineering, technical support, solutions, or implementation), including hands-on experience with integration tooling, data pipelines, or APIs
Experience managing government, NGO, public sector, or other international customers, ideally within the digital public goods or open source ecosystem
Working knowledge of CRMs such as Salesforce or Odoo
Additional language skills relevant to our customer base (e.g. French, Portuguese)
Experience selling and/or delivering complex digital transformation, business process transformation, or data integration projects
Benefits
Financial compensation includes a base salary plus variable pay tied to the retention and growth (upsell and expansion) of your portfolio.
Total pay is commensurate with experience, per OpenFn's Equal Pay for Equal Work framework; the detailed variable-pay mechanics are shared during the interview process
N.B.: Selling to NGO and government customers, we don't offer Silicon Valley pay scales, but high quality of life and fair, transparent, and competitive compensation is important to us
Flexible working schedule
We're fully remote, with team meetups across Europe and Africa (our last three were in Kigali, Cape Town, and Dakar)
Exposure to the hottest industry and technology trends and leading health, humanitarian, and government digital transformation interventions in the sector
Opportunity for leadership and advancement; you will be a key contributor to our company's strategy and direction
The opportunity to shape our strategy and impact millions of lives through our open source software in a small, mission-driven organization
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📌 Markets Transition Management Analyst (La Pampa)
🏢 Open Function (OpenFn)
📍 La Pampa