Client Success Manager – Director

Job not on LinkedIn

🔥 4 minutes ago

🗽 New York – Remote

🗽 New York – Remote

💵 $130k - $190k / year

⏰ Full Time

🔴 Lead

🏆 Customer Success

👻 Ghost score 0%

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KOR Financial

WebsiteLinkedInAll Job Openings

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

• Own a portfolio of institutional client relationships across North America • Lead client implementations end to end, including scoping, planning, engineering coordination, test cycles and go-live • Serve as senior escalation point for complex reporting, data and regulatory issues • Drive retention, renewals and account growth • Partner with sales on expansion and new-client pre-sales • Define and improve client success processes, including onboarding playbooks, health scoring, QBRs and escalation paths • Use AI and automation to scale team work and improve client experience • Bring client and regulatory insights into product priorities and working groups • Visit clients on-site for kickoffs, go-lives, executive meetings and relationship reviews • At Director level, lead and grow the North America client success team, coach analysts, and own CS metrics and leadership reporting

🎯 Requirements

• 6+ years in OTC derivatives or regulatory reporting, with significant client-facing or implementation experience • Director level: 10+ years, including leading people or a function • Strong working knowledge of North American regimes (CFTC, SEC, CSA) • Exposure to EMIR, ASIC or MAS is a plus • Proven track record leading complex implementations for institutional clients • Experience owning client relationships, renewals and account growth • Analytical and comfortable with data; able to diagnose issues before escalating • Experience using AI tools in daily professional work • Excellent communication skills with technical teams and executives • Based in North America and willing to travel to clients regularly, around 10–20% • Nice to have: SQL, APIs/JSON, ISO 20022 or FpML • Nice to have: experience at a reporting vendor or trade repository • Nice to have: experience building a client success function at a scale-up • Open-minded, humble, driven, communicative team player

🏖️ Benefits

• Fully remote • Culture of trust, ownership and constructive feedback • Competitive salary • Modern tool stack, including AI, and room to shape how it is used • Span of control matching ambitions and skills • Professional growth and investment in career development • Regular client travel opportunities