Teams at Monex USA

Lead Monex's global demand generation strategy and team to drive measurable pipeline and revenue. Own multi-channel campaigns (ABM, paid media, events, email, SEO/SEM), lead scoring, nurture, attribution, and budget optimization. Use intent data, AI tools, GA4, and marketing automation to improve conversion and campaign-to-revenue attribution while partnering with Sales and regional teams.

Supports referral partners and clients throughout onboarding and the customer lifecycle. Responsibilities include handling inquiries, coordinating KYC/AML documentation, maintaining account and client records, assisting with training and platform adoption, resolving service issues, tracking activity and metrics, conducting retention outreach, and collaborating with Sales, Compliance, Operations, Trading, IT, and back-office teams.

Lead finance support for Workday Financials implementation and administration. Handle month-end close, AP, reconciliations, journal entries, audits, tax compliance, and cross-functional finance projects.