Client Success Analyst / Senior Analyst (North America)

KOR Financial Inc.; United States; Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Fully remote within North America

Competitive salary

Modern tool stack including AI

Job summary

KOR Financial Inc. is seeking a Client Success Analyst to work with institutional clients on implementations, data questions, and day-to-day support. You will dig into trade data, test setups, and resolve reporting issues to ensure clients get full value from KOR.

2–5 years in OTC derivatives or regulatory reporting is preferred. The role offers fully remote work within North America, competitive salary, and opportunities to leverage modern AI-enabled tools to speed up analysis and improve

Qualifications

• 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: comfortable with large data sets and Excel, and good at tracing an issue to its root cause
• Already using AI tools in your daily work and looking for ways to automate
• Clear, structured communicator with clients and internal teams
• Organized and reliable, able to juggle several client issues at once
• Based in North America and happy to travel to clients occasionally (around 5-10%)
• Nice to have: SQL, APIs/JSON, ISO 20022 or FpML, Jira

Responsibilities

• Support client implementations end to end: onboarding, data mapping, test cycles and go-live readiness
• Analyze client submissions, rejections and reconciliation breaks, find the root cause and work with clients and engineering on the fix
• Respond to client questions on data, product and reporting rules, and own tickets through to resolution
• Triage incoming issues and escalate with a clear analysis attached
• Build and maintain client documentation, runbooks and FAQs
• Use AI and automation to speed up analysis, triage and reporting, and suggest improvements to how we work
• 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

Skills

Analytical skills

Data analysis

Excel

AI tooling

Client communication

Organized and reliable

Travel readiness

Tools

SQL

APIs/JSON

Jira

Job description

We’re looking for an analytical, hands-on Client Success Analyst to work directly with our institutional clients on implementations, data questions and day-to-day support. You’ll dig into trade data, test and validate client setups, find the root cause of reporting issues, and make sure clients get full value from KOR. If you have a background in OTC derivatives or regulatory reporting, love solving problems with data, and like using modern tools (including AI) to work smarter, this role is for you. We’ll hire at Analyst or Senior Analyst level depending on experience.

About us

We are a VC backed fintech with a live product in the regulatory trade reporting spaceand growing list of institutionalclients. Our product journey has started in the US with expanded services covering Canada, UK, EU, Australia and Singapore. If you want to join a scale-up that is going to provide growth and ownership, keep reading.

KOR is a company built on leading edge cloud technology built by industry domain experts and world class in-house engineering. We're on a mission to innovate B2B trade servicing starting with regulatory reporting in time for a global wave of mandated changes hitting all segments ofmarket participants across OTC derivatives transactions.We’re solving the most challenging problems around by bringing fresh designs and solutions to data utility, quality, and processing inefficiencies... while unlocking insane value for clients.

Teamwork and laser focus are central to everything we do at KOR. With the right support, we believe small independent teams with deep expertisesachieve better results and encourage skilled people to take responsibility and grow their careers. We live by the mantra of work humble, work smart, and work together.

What you’ll do

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

• Analyze client submissions, rejections and reconciliation breaks, find the root cause and work with clients and engineering on the fix

• Respond to client questions on data, product and reporting rules, and own tickets through to resolution

• Triage incoming issues and escallate with a clear analysis attached

• Build and maintain client documentation, runbooks and FAQs

• Use AI and automation to speed up analysis, triage and reporting, and suggest improvements to how we work

• 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

Requirements:

About you

You’re analytical, curious and hands-on. You like to understand how things work, you’re comfortable going deep into data, and you follow an issue through until it’s solved. You see AI and modern tooling as a way to do better work faster.

• 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: comfortable with large data sets and Excel, and good at tracing an issue to its root cause

• Already using AI tools in your daily work and looking for ways to automate

• Clear, structured communicator with clients and internal teams

• Organized and reliable, able to juggle several client issues at once

• Based in North America and happy to travel to clients occasionally (around 5-10%)

• Nice to have: SQL, APIs/JSON, ISO 20022 or FpML, Jira

At KOR, company culture and fit to it is everything to us. We are looking for an open-minded, humble, driven, communicative, team-player to join us.

What we have to offer

• Fully remote within North America

• A culture of trust, ownership and constructive feedback

• Competitive salary

• A modern tool stack, including AI, and room to shape how we use it

• A span of control that matches your ambitions and skills

• Tell us what else matters to you

Beyond the package, we’re committed to a working relationship that runs both ways. We’ll listen, take your needs and goals seriously, and invest in your professional growth.