Platform & Client Success Analyst (LATAM)

Socket.dev; Miami (FL); On-site; USD 65,000 - 85,000; Full time

Job summary

Socket.dev in Miami seeks a detail-oriented Analyst to support platform operations, project management, and client servicing for Latin American institutions. You will help manage the full lifecycle of complex financial products and collaborate with developers, clients, and internal stakeholders to deliver services and new features.

The role emphasizes cross-functional teamwork, data validation, and reporting, with responsibilities spanning sales support, account setup, and fostering long-term

Qualifications

• Bachelor's degree in Finance, Economics, Business, Computer Science, or related field.
• Exposure to structured products, annuities, or alternative investments is a plus; willingness to learn is required.
• Strong proficiency with Excel/Sheets and large data sets.

Responsibilities

• Develop expertise in structured products and derivatives and identify how the platform helps clients implement them.
• Be the go-to resource on the Luma platform for clients and help them use it effectively to meet business goals.
• Build and maintain long-term relationships with client executives, product owners, and implementation teams.
• Understand each client's goals and requirements to ensure success on the platform.
• Support Key Account Managers with marketing materials, client account setup, and growth strategies.
• Partner with Product and Engineering to relay client feedback and inform the roadmap.
• Work with internal AI tools to streamline processes and create projects and tasks.
• Perform daily operational tasks and troubleshoot incoming support requests.
• Execute data validation and quality control across client workflows and system components.
• Manage the full reporting lifecycle, including recurring reports for clients and management.
• Track project tickets and timelines for new product rollouts.
• Maintain sales operations reporting (P&L tracking, recurring reports).
• Contribute to sales and marketing meetings, presenting ideas and supporting campaign execution.

Skills

Excel

Google Sheets

Data analysis

Stakeholder communication

Education

Bachelor's degree in Finance, Economics, Business, CS

Tools

Luma platform

Job description

Socket.dev in Miami seeks a detail-oriented Analyst to support platform operations, project management, and client servicing for Latin American institutions. You will help manage the full lifecycle of complex financial products and collaborate with developers, clients, and internal stakeholders to deliver services and new features.

The role emphasizes cross-functional teamwork, data validation, and reporting, with responsibilities spanning sales support, account setup, and fostering long-term