Client Success Analyst, Senior

Job not on LinkedIn

🔥 25 minutes ago

🗽 New York – Remote

infoinfo

💵 $80k - $125k / year

⏰ Full Time

🟠 Senior

🏆 Customer Success

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Logo of KOR Financial

KOR Financial

11 - 50 employees

💼 Consulting

⚖️ Legal

📦 Logistics

💰 Series A on 2022-06

Consulting • Legal • Logistics

KOR Financial is a leading provider of trade repository and reporting services for financial institutions. Specializing in derivatives data, KOR offers comprehensive reporting solutions that help clients stay ahead of regulatory changes across global jurisdictions, including North America, the EU/UK, and APAC regions. As a fully licensed Swap Data Repository (SDR) by the CFTC, KOR is committed to exceeding industry standards and ensuring data quality and security, supported by ISO 27001 and SOC 2 Type 2 certifications. The company provides user-friendly submissions through APIs, FTP, and an intuitive user interface, all backed by expert-led human support teams. KOR Financial is dedicated to easing the compliance burden, allowing clients to focus on their core business growth.

📋 Description

• Support client implementations end to end, including onboarding, data mapping, test cycles and go-live readiness • Analyze client submissions, rejections and reconciliation breaks, identify root causes, and work with clients and engineering on fixes • Respond to client questions about data, products and reporting rules, owning tickets through resolution • Triage incoming issues and escalate them with clear analysis • Build and maintain client documentation, runbooks and FAQs • Use AI and automation to speed up analysis, triage and reporting and suggest workflow improvements • Track client health and adoption signals and flag risks or opportunities • Join client meetings and occasional on-site visits for kickoffs and go-lives

🎯 Requirements

• 2–5 years in OTC derivatives, regulatory reporting, trade operations or a client-facing data role (Senior Analyst: 4+ years) • Familiarity with at least one reporting regime (e.g. CFTC, CSA, EMIR, ASIC, MAS) • Strong analytical skills and comfort with large data sets and Excel • Ability to trace issues to their root cause • Experience using AI tools in daily professional work and identifying automation opportunities • Clear, structured communication with clients and internal teams • Organized and reliable, able to manage several client issues simultaneously • Based in North America and willing to travel to clients occasionally (around 5–10%) • SQL, APIs/JSON, ISO 20022 or FpML, and Jira are nice to have

🏖️ Benefits

• Fully remote within North America • Occasional travel to clients • Competitive salary • Modern tool stack, including AI • Room to shape how AI and tooling are used • Culture of trust, ownership and constructive feedback • Professional growth investment • Span of control matching ambitions and skills

Apply Now

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