About this Institutional Sales Manager role at OKX
Who We Are
About the Role
What You’ll Be Doing
Business Development & Growth
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Identify and qualify new institutional leads, managing the full sales cycle from initial outreach through to closing and post-sales client success.
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Coordinate the end-to-end onboarding process for institutional clients, including verification and account activation.
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Monitor client activity and trading patterns to identify opportunities for upselling and cross-selling.
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Develop strategic initiatives to expand institutional client relationships and drive trading activity.
Product & Relationship Management
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Serve as the dedicated relationship lead for assigned institutional accounts, resolving day-to-day inquiries and operational issues within defined SLAs.
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Proactively educate clients on new product launches, platform features, and market developments to support optimal platform usage.
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Analyze client feedback and operational challenges, identifying meaningful signals that can drive product improvements and commercial outcomes.
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Develop deep expertise in OKX’s product suite, trading infrastructure, and risk framework to provide informed guidance to institutional clients.
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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.
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Advocate internally for initiatives that enhance client experience, increase trading activity, and support long-term client retention.
Compliance & Governance
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Ensure all client engagements strictly adhere to company policies, Terms of Service, and local regulatory requirements.
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Support due diligence processes including DDQs, partnership agreements, and audit requests in collaboration with Legal and Compliance teams.
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Maintain high standards of documentation, operational transparency, and regulatory alignment.
What We Look For In You
Requirements
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Bachelor’s degree in Business, Finance, Economics, or a related field.
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5+ years of experience in institutional sales, relationship management, or business development within crypto, fintech, or financial markets.
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Strong understanding of digital asset trading products, institutional client workflows, and exchange infrastructure.
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Proven experience managing institutional or high-value client relationships.
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Excellent communication and stakeholder management skills.
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Strong analytical mindset with the ability to identify commercial opportunities from client insights.
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Ability to work cross-functionally with product, engineering, compliance, and legal teams in a fast-paced environment.
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Experience working with institutional crypto clients such as funds, market makers, trading firms, or fintech platforms.
Nice to Have
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Familiarity with APIs, trading infrastructure, and liquidity solutions.
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Background in regulated financial markets or digital asset platforms.
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Strong understanding of the global crypto ecosystem and institutional market dynamics.