Client Success Manager – Director

KOR Financial

. Own a portfolio of institutional client relationships across North America .

Posted 10/21/2026full-timeRemote • New York • United StatesLead💰 $130,000 - $190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing institutional client relationships and leading complex implementations within the OTC derivatives and regulatory reporting space. Proven ability to drive client success through effective communication, analytical skills, and the use of AI tools.

Highest-signal resume keywords

OTC Derivatives ExperienceClient Relationship ManagementRegulatory Reporting KnowledgeAI Tool UtilizationLeadership in Client Success

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client ImplementationsData AnalysisComplex Problem SolvingSQLAPIs/JSONISO 20022FpMLRegulatory ComplianceAccount Growth StrategiesHealth Scoring

Soft Skills

Excellent CommunicationTeam PlayerOpen-MindednessHumilityDrive

Industry Keywords

CFTCSECCSAEMIRASICMASClient Success ProcessesOnboarding PlaybooksQBRsEscalation Paths

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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