Institutional Client Success Associate

About Figure

Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We’re proving that blockchain isn’t just theory - it’s powering real products used by hundreds of thousands of consumers and institutions. 

By combining blockchain’s transparency and efficiency with AI-driven automation, we’ve reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes.

Together with our 170+ partners, we’ve originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure’s ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. 

We’re proud to be recognized as one of Forbes’ Most Innovative Fintech Startups in 2025 and Fast Company’s Most Innovative Companies in Finance and Personal Finance.

We are seeking a strategic, operations-savvy Institutional Client Success Associate to serve as a high-touch partner to institutional clients and market makers across Figure Markets’ crypto exchange platform. This hybrid position blends relationship management, onboarding execution, sales support, and post-sale client success, ensuring our most valuable clients experience frictionless onboarding, efficient operations, and long-term platform growth.

This is not a traditional support role. It’s part strategic operator, part relationship manager, and part client advocate. The ideal candidate brings deep product fluency, consultative relationship skills, and the ability to coordinate seamlessly across Sales, Product, Operations, and Compliance, acting as the connective tissue across the institutional client lifecycle. You should be equally comfortable solving complex onboarding issues, leading post-trade reviews with market makers, or drafting documentation to scale support processes across the organization.

• Serve as the primary liaison between Sales and Client Success to ensure a smooth handoff and onboarding experience
• Guide institutional clients and market makers through onboarding, including documentation, compliance review, and technical integration
• Manage and monitor account opening processes with internal client service teams, proactively removing bottlenecks to ensure timely activation
• Develop deep expertise in Figure Markets’ products and services through hands-on engagement and collaboration with Client Success, Product, and Engineering
• Create, maintain, and optimize structured documentation (SOPs) for onboarding and maintenance workflows
• Build trust with clients through regular check-ins to align on goals, platform usage, and growth opportunities
• Maintain long-term ownership of the client experience, serving as a consistent point of contact throughout their lifecycle
• Understand nuanced client needs and develop tailored strategies to support engagement, liquidity contribution, and expansion
• Monitor client activity and success metrics to proactively identify issues and drive improvement
• Implement client success strategies that increase retention, trading activity, and platform loyalty
• Partner with Sales to support pre-sale and post-sale opportunities, acting as a technical and operational expert in high-stakes deals
• Track revenue-related milestones such as deal activation, liquidity participation, and upsell potential
• Collaborate with Sales on renewal and expansion discussions, contributing insights grounded in client behavior and performance
• Troubleshoot and escalate trading issues, settlement delays, or transactional anomalies with a strong understanding of order lifecycle mechanics
• Serve as a client advocate by channeling feedback to internal teams to enhance platform functionality and user experience

• 5+ years of experience in client-facing roles involving complex products, ideally within capital markets, trading, or fintech
• Strong operational mindset with the ability to manage multiple client workflows simultaneously
• Excellent communication and relationship management skills, with a consultative and solutions-oriented approach
• Proven ability to work cross-functionally across Sales, Product, Operations, and Compliance
• Technical aptitude and curiosity, comfortable engaging with API integrations, order lifecycle concepts, and platform operations
• Organized, detail-oriented, and able to thrive in a fast-paced, evolving environment
• Nice to haves include traditional finance (TradFi) trading, operations, or client support experience, and familiarity with data analysis, SQL, Python, or similar tools for client insights or internal automation

Salary

• Compensation Range: $68,000 - $80,000/yr
• 25% annual bonus target, paid quarterly 
• Equity RSU package
• This is the compensation range for the United States, actual compensation may vary based on individual candidate experience, location, or evolving business needs

Benefits

• Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans
• Company HSA, FSA, Dependent Care, 401k, and commuter benefits
• Employer-funded life and disability insurance coverage
• 11 Observed Holidays & PTO plan
• Up to 12 weeks paid family leave
• Continuing education reimbursement

Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing  and acknowledging that you have read and understand the above notice.

Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. 

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