Client Success Analyst, Senior

KOR Financial

. Support client implementations end to end, including onboarding, data mapping, test cycles and go-live readiness .

Posted 10/21/2026full-timeRemote • New York • United StatesSenior💰 $80,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client implementation processes, including onboarding and data mapping, while leveraging strong analytical skills to resolve issues and improve workflows. Proficient in managing client communications and documentation, with a focus on regulatory reporting and data analysis.

Highest-signal resume keywords

Client Implementation SupportRegulatory Reporting FamiliarityStrong Analytical SkillsAI Tools ExperienceStructured Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data MappingRoot Cause AnalysisExcel ProficiencySQLAPIs/JSONISO 20022FpMLJira

Soft Skills

Clear CommunicationOrganizational SkillsReliability

Tools & Technologies

AI ToolsAutomation Tools

Industry Keywords

OTC DerivativesTrade OperationsClient-Facing Data RoleCFTCCSAEMIRASICMAS

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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