Client Success Analyst, Senior

This is a fully remote position, open to applicants in New York.

📋 Description

• Facilitate comprehensive client implementations from start to finish, encompassing onboarding, data mapping, testing cycles, and readiness for go-live.

• Evaluate client submissions, rejections, and reconciliation discrepancies, pinpoint root causes, and collaborate with clients and engineering to implement solutions.

• Address client inquiries regarding data, products, and reporting regulations, taking ownership of tickets until resolution.

• Prioritize incoming issues and escalate them with well-defined analyses.

• Develop and sustain client documentation, including runbooks and frequently asked questions.

• Leverage AI and automation to enhance analysis, triage, and reporting, while proposing workflow enhancements.

• Monitor client health and adoption indicators, identifying potential risks or opportunities.

• Participate in client meetings and occasional on-site visits for project kickoffs and go-lives.

⛳️ Requirements

• 2–5 years of experience in OTC derivatives, regulatory reporting, trade operations, or a client-facing data role (Senior Analyst: 4+ years).

• Familiarity with at least one reporting framework (e.g., CFTC, CSA, EMIR, ASIC, MAS).

• Strong analytical capabilities and comfort with large datasets and Excel.

• Proficiency in tracing issues back to their root causes.

• Experience utilizing AI tools in a professional capacity and identifying opportunities for automation.

• Clear and structured communication skills with both clients and internal teams.

• Highly organized and dependable, capable of managing multiple client issues concurrently.

• Based in North America and open to occasional travel to client sites (approximately 5–10%).

• Familiarity with SQL, APIs/JSON, ISO 20022 or FpML, and Jira is considered a plus.

🏝️ Benefits

• Fully remote work arrangement within North America.

• Occasional travel to client locations.

• Competitive salary structure.

• Access to a modern tool stack that includes AI.

• Opportunity to shape the application of AI and tooling within the organization.

• A culture that emphasizes trust, ownership, and constructive feedback.

• Investment in professional growth.

• Scope of responsibility aligned with personal ambitions and skills.