Remote Client Success Analyst — Data, AI & Onboarding

KOR Financial Inc.; Oregon; Hybrid; USD 70,000 - 105,000; Full time

Benefits offered by this job

Fully remote within North America

Competitive salary

Modern AI-enabled tool stack

Culture of trust and ownership

Growth and professional development

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 analyze trade data, test setups, and ensure clients gain value from our regulatory trade reporting platform.

This role offers Analyst or Senior Analyst levels based on experience. Responsibilities include onboarding, data mapping, root-cause analysis, and continuous collaboration with clients and engineering.

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 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 elevate 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 mindset

Data analysis

Problem solving

Client communication

Attention to detail

Travel readiness

Education

Bachelor's degree in a relevant field

Tools

Excel

SQL

APIs/JSON

Jira

AI tools

Job description

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 analyze trade data, test setups, and ensure clients gain value from our regulatory trade reporting platform.

This role offers Analyst or Senior Analyst levels based on experience. Responsibilities include onboarding, data mapping, root-cause analysis, and continuous collaboration with clients and engineering.