KOR Financial

Customer Success Manager

• 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

Explore Client Success Analyst, Senior at KOR Financial. Review requirements and application details.

Client Success Analyst, Senior

• 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

Explore Client Success Manager – Director at KOR Financial. Review requirements and application details.

Client Success Manager – Director

• Own a portfolio of institutional client relationships across EMEA/UK
• Lead client implementations end to end, including scoping, planning, engineering coordination, testing 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
• Feed client and regulatory insight 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 EMEA/UK client success team, coach analysts, and own CS metrics and leadership reporting

Explore Client Success Manager – Director, EMEA, UK at KOR Financial. Review requirements and application details.

Client Success Manager – Director, EMEA, UK

• Support client implementations end to end, including onboarding, data mapping, test cycles and go-live readiness
• Analyze client submissions, rejections and reconciliation breaks
• Find root causes and work with clients and engineering on fixes
• Respond to client questions about data, products and reporting rules
• Own support 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 accelerate analysis, triage and reporting
• Suggest improvements to working practices
• Track client health and adoption signals and flag risks or opportunities
• Join client meetings and occasional on-site visits for kickoffs and go-lives

Explore Client Success Analyst – Senior Analyst at KOR Financial. Review requirements and application details.

Client Success Analyst – Senior Analyst

• Own a portfolio of institutional client relationships across APAC, from operations teams to senior stakeholders
• Lead client implementations end to end, including scoping, planning, engineering coordination, test cycles and go-live
• Serve as the 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 the client experience
• Bring client and regulatory insights into product priorities and company working groups
• Visit clients on-site for kickoffs, go-lives, executive meetings and relationship reviews
• At Director level, lead and grow the APAC client success team, coach analysts, and own client success metrics and leadership reporting

Explore Client Success Manager / Director – APAC at KOR Financial. Review requirements and application details.

Client Success Manager / Director – APAC

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

Explore Client Success Analyst – Senior Analyst, APAC at KOR Financial. Review requirements and application details.