Client Success Manager / Director (North America)

KOR Financial • New York, NY

2d • Remote

About The Position

KOR is hiring a client success leader to own North American institutional client relationships and lead implementations from kickoff through go-live and beyond. The role serves as a trusted partner to clients, leads complex onboarding projects, and drives retention and growth across accounts. It also contributes to building and improving KOR’s client success function. The level—Manager or Director—will depend on experience.

KOR is a venture-backed fintech with a live product in regulatory trade reporting and a growing roster of institutional clients. Its product journey began in the United States, with services expanded to Canada, the UK, the EU, Australia, and Singapore. The company builds B2B trade servicing solutions, starting with regulatory reporting, using cloud technology and in-house engineering. Its work focuses on data utility, quality, and processing challenges in OTC derivatives reporting.

The position is fully remote, with regular client travel of approximately 10–20%. At Director level, the role also leads and grows the North America client success team, coaches analysts, and owns client success metrics and reporting to leadership. KOR describes its culture as centered on teamwork, humility, smart work, ownership, constructive feedback, and professional growth.

Requirements

• At least 6 years of experience in OTC derivatives or regulatory reporting, including significant client-facing or implementation experience.
• For Director level, at least 10 years of experience, including leading people or a function.
• Strong working knowledge of North American regulatory regimes, including CFTC, SEC, and CSA.
• Proven track record leading complex implementations for institutional clients.
• Experience owning client relationships, renewals, and account growth.
• Analytical ability and comfort working with data, including diagnosing issues before escalating them.
• Current use of AI tools in daily work and interest in shaping how a team uses them.
• Excellent communication skills with technical teams and executives.
• Based in North America and willing to travel to clients regularly, approximately 10–20%.
• Open-minded, humble, driven, communicative, and collaborative approach.

Nice To Haves

• Exposure to EMIR, ASIC, or MAS.
• SQL, APIs/JSON, ISO 20022, or FpML experience.
• Experience at a reporting vendor or trade repository.
• Experience building a client success function at a scale-up.

Responsibilities

• Own a portfolio of institutional client relationships across North America, engaging with stakeholders from operations teams to senior leaders.
• Lead client implementations end to end, including scoping, planning, coordination with engineering, test cycles, and go-live.
• Act as the senior escalation point for complex reporting, data, and regulatory issues with clients.
• Drive retention, renewals, and account growth, and 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 insight into product priorities and KOR 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 client success metrics and reporting to leadership.

Benefits

• Competitive salary.
• Fully remote work.
• Modern tool stack, including AI, with room to shape how it is used.
• Opportunity for professional growth and a span of control aligned with the employee’s ambitions and skills.
• Culture of trust, ownership, and constructive feedback.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed