Remote Director, Client Success — Institutional Accounts

KOR Financial Inc.; United States; Remote; USD 140,000 - 190,000; Full time

Benefits offered by this job

Fully remote

Competitive salary

AI tooling

Job summary

KOR Financial Inc. is seeking a hands-on client success leader to own North American relationships, drive complex onboarding from kickoff to go-live, and grow retention and revenue across accounts.

You’ll partner with institutions, lead high‑impact onboarding projects, and scale client success with AI-enabled tooling while shaping product priorities and cross‑functional collaboration. Remote work is allowed with 10–20% travel to clients.

Qualifications

• 6+ years in OTC derivatives or regulatory reporting with significant client-facing or implementation experience.
• Strong working knowledge of North American regimes (CFTC, SEC, CSA), with exposure to EMIR, ASIC or MAS as a plus.
• Proven track record leading complex implementations for institutional clients.
• Experience owning client relationships, renewals and account growth.

Responsibilities

• Own a portfolio of institutional client relationships across North America, from operations teams up to senior stakeholders.
• Lead client implementations end to end: scoping, planning, coordinating with our engineering team, test cycles and go-live.
• Be the senior escalation point, working through 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: onboarding playbooks, health scoring, QBRs and escalation paths.
• Use AI and automation to scale the team’s work and lift the client experience.
• Bring client and regulatory insight back into product priorities and KOR working groups.
• Visit clients on-site for kickoffs, go-lives, executive meetings and relationship reviews.
• Director level: lead and grow the North America client success team, including coaching analysts, and own CS metrics and reporting to leadership

Skills

Client relationships

Implementation leadership

Analytical

Communication

AI tooling

Tools

SQL

APIs/JSON

ISO 20022

FpML

Job description

KOR Financial Inc. is seeking a hands-on client success leader to own North American relationships, drive complex onboarding from kickoff to go-live, and grow retention and revenue across accounts.

You’ll partner with institutions, lead high‑impact onboarding projects, and scale client success with AI-enabled tooling while shaping product priorities and cross‑functional collaboration. Remote work is allowed with 10–20% travel to clients.