The Role
Job Title: Global Product Manager of Client Lifecycle Ecosystem
Location: DC, Toronto, or Madrid; (In-person)
Status: Full-time; Exempt
Reports to: Chief Product Officer/ Chief Technical Officer
Direct Reports: N/A
Typical Work Hours: 8:30 a.m. to 5:00 p.m. Monday to Friday
For over 25 years, Monex global teams have provided corporate clients with the best foreign exchange (FX) and international payment solutions in the industry. Monex guides thousands of clients, from a broad spectrum of industry sectors, through the intricacies of the currency markets. Our unique market insight is widely recognized in main-line business media such as The Wall Street Journal, Reuters, Bloomberg, and CNBC.
Monex is seeking a dynamic and visionary Global Product Manager to lead the transformation of our global client lifecycle platform, which orchestrates the entire customer lifecycle, from initial prospecting to long-term client management. At the heart of this platform is Salesforce, but your scope will extend across all integrated and adjacent solutions that support our global operations.
This is more than a technological role; it’s a strategic opportunity to reimagine and optimize how our sales teams operate. You’ll be responsible for managing and refining the end-to-end sales process, ensuring it is streamlined, data-driven, and aligned with business goals. Your work will simplify complex workflows across sales, marketing, and compliance, creating a unified, intelligent platform that enhances productivity, collaboration, and client experience.
You’ll own the full product lifecycle, from ideation and roadmap development to build, launch, change management, and continuous improvement. By embedding AI and automation into sales and marketing processes, you’ll help drive smarter decision-making, personalized engagement, and measurable business impact. This is your opportunity to transform how our teams operate with a single system that simplifies complexity, enhances productivity, and drives the business to better decision-making.
You’ll design experiences that connect sales activities, such as pipeline tracking and opportunity management, with marketing functions like automated email campaigns, lead nurturing, and contact segmentation as well as full CRM client servicing. By embedding AI into these processes, you’ll help improve decision-making, personalization, and overall business impact.
Responsibilities:
Location: DC, Toronto, or Madrid; (In-person)
Status: Full-time; Exempt
Reports to: Chief Product Officer/ Chief Technical Officer
Direct Reports: N/A
Typical Work Hours: 8:30 a.m. to 5:00 p.m. Monday to Friday
For over 25 years, Monex global teams have provided corporate clients with the best foreign exchange (FX) and international payment solutions in the industry. Monex guides thousands of clients, from a broad spectrum of industry sectors, through the intricacies of the currency markets. Our unique market insight is widely recognized in main-line business media such as The Wall Street Journal, Reuters, Bloomberg, and CNBC.
Monex is seeking a dynamic and visionary Global Product Manager to lead the transformation of our global client lifecycle platform, which orchestrates the entire customer lifecycle, from initial prospecting to long-term client management. At the heart of this platform is Salesforce, but your scope will extend across all integrated and adjacent solutions that support our global operations.
This is more than a technological role; it’s a strategic opportunity to reimagine and optimize how our sales teams operate. You’ll be responsible for managing and refining the end-to-end sales process, ensuring it is streamlined, data-driven, and aligned with business goals. Your work will simplify complex workflows across sales, marketing, and compliance, creating a unified, intelligent platform that enhances productivity, collaboration, and client experience.
You’ll own the full product lifecycle, from ideation and roadmap development to build, launch, change management, and continuous improvement. By embedding AI and automation into sales and marketing processes, you’ll help drive smarter decision-making, personalized engagement, and measurable business impact. This is your opportunity to transform how our teams operate with a single system that simplifies complexity, enhances productivity, and drives the business to better decision-making.
You’ll design experiences that connect sales activities, such as pipeline tracking and opportunity management, with marketing functions like automated email campaigns, lead nurturing, and contact segmentation as well as full CRM client servicing. By embedding AI into these processes, you’ll help improve decision-making, personalization, and overall business impact.
Responsibilities:
- Lead CRM & FX Sales Process Transformation: Own and optimize the global FX sales process, integrating lead generation, pipeline management, opportunity tracking, trade execution support, and client servicing into a cohesive, efficient system.
- Product Vision & Strategy: Define and execute the product vision and roadmap for Salesforce and its ecosystem, supporting FX teams across Washington DC, New York, Los Angeles, Toronto, London, Madrid, Amsterdam, and Singapore.
- Cross-Functional Collaboration: Partner with engineering, design, marketing, sales, compliance, and operations to gather requirements, prioritize initiatives, and deliver scalable, market-responsive solutions.
- Sales Process Optimization: Analyze and refine FX sales workflows to eliminate friction, improve conversion rates, and enhance visibility across the funnel, from initial outreach to post-trade engagement.
- Program Design & Execution: Build a high-performing program through fit-for-purpose organizational structures, operating models, and technologies that support global scalability and regulatory compliance.
- CRM Data Strategy: Drive the development of core data models, infrastructure, and integrations. Define key metrics and ensure robust reporting and analytics to inform FX sales strategy and performance.
- Insights & Continuous Improvement: Capture and analyze data across the FX sales lifecycle to identify opportunities for process improvement, automation, and strategic alignment.
- Marketing Integration: Oversee the integration of marketing automation tools with CRM, enabling seamless lead nurturing, segmentation, and campaign execution tailored to FX client needs.
- Innovation & Trends: Stay ahead of industry trends, recommending new tools and technologies to improve FX sales effectiveness and customer engagement.
- Subject Matter Expertise: Serve as a trusted advisor to stakeholders, providing insights and recommendations that elevate FX sales and marketing performance.
- Governance & Compliance: Ensure all CRM and FX sales processes comply with financial regulations, KYC/AML requirements, and internal policies.
- Bachelor’s degree in Business, Computer Science, Engineering, or a related field (MBA or equivalent advanced degree a plus).
- 8+ years of product management experience, with at least 3 years leading enterprise CRM platforms (preferably Salesforce).
- Proven experience managing and optimizing complex B2B sales processes, ideally in financial services or foreign exchange.
- Demonstrated success in delivering large-scale digital transformation initiatives across global teams.
- Deep understanding of the FX industry, including sales cycles, client onboarding, regulatory compliance (e.g., KYC/AML), and trade lifecycle.
- Familiarity with CRM and marketing automation tools (e.g., Salesforce, Pardot, Marketo) and their integration with sales and compliance systems.
- Strong grasp of data strategy, including data modeling, analytics, and reporting in a regulated environment.
- Experience with Salesforce architecture, configuration, and ecosystem integrations.
- Ability to translate business needs into technical requirements and work closely with engineering teams.
- Proficiency in analyzing sales funnel metrics, user behavior, and operational KPIs to drive continuous improvement.
- Exposure to AI applications in sales and marketing is a plus.
- Exceptional stakeholder management skills with the ability to influence across Sales, Marketing, Compliance, and IT.
- Experience leading cross-functional teams in a matrixed, global organization.
- Strong change management and communication skills to drive adoption and alignment.
- Experience working with international teams and understanding regional nuances in sales, compliance, and customer engagement.
- Ability to manage priorities across time zones and cultures.
- Must possess high ethical business standards.
- 5% travel is required for this position
- Salary is commensurate with experience. The annual salary range starts at $120K to $180K with a 10% annual bonus.
- Medical insurance
- Dental insurance
- Vision insurance
- Long Term Disability
- Short Term Disability
- AD&D insurance
- Commuter Benefits
- 401K & Roth
- 16 days of PTO
- Pet Insurance
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The Company
What We Do
Formerly known as Tempus, Monex USA has provided corporate clients with industry-leading foreign exchange, risk management, and international payment solutions for over 23 years. Headquartered in Washington, DC, Monex USA has New York and Beverly Hills offices. As part of the global financial group of Monex, the company leverages a combined annual FX volume of over $247 billion and 2,800 employees to help more than 70,000 clients from a broad range of industries successfully navigate the global currency markets. With nearly four decades of experience, Monex is one of the world's largest commercial foreign exchange providers, with a presence in Mexico, the United Kingdom, Spain, Canada, Holland, Singapore, Luxembourg, and the United States.
