Associate Director, Client Success

About the role

We are seeking a talented and driven Associate Director to support our client success team. This role plays a critical support role in assisting the Head of Client Success, managing operations, executing strategy, and driving performance.

Responsibilities

• Work closely with the client success team on the analysis and resolution of client inquiries related to Derivative Path platform usage and client business processes.
• Serve as a first response contact for client and internal operations-related inquiries.
• Collaborate with development and product teams to resolve client-related technical issues, contributing to setting up business specifications.
• Develop knowledge base documentation related to Derivative Path platforms and procedures.
• Implement operational efficiency improvements.
• Contribute to projects integrating the derivative portfolios and business processes of clients into Derivative Path platforms.
• Develop and maintain internal reporting and dashboards to track client success metrics, operational performance, and service trends, supporting data-driven decision-making.
• Motivate team, develop personnel, and help deliver.

Qualifications

• Prior experience in client relationship management or client-facing roles (preferred).
• 5+ years of relevant professional experience in finance, fintech, or capital markets.
• Background in finance or accounting, with a strong emphasis on capital markets and derivatives, including knowledge of derivative products, trade structures, and trade lifecycle concepts.
• Strong analytical and problem-solving skills, with exceptional attention to detail when working with financial data.
• High level of comfort working with data-driven tools, platforms, and reporting systems to analyze and resolve issues.
• Ability to quickly learn and adapt to new technologies, financial platforms, and evolving workflows.
• Excellent written and verbal communication skills, including the ability to explain complex financial or technical concepts to diverse audiences.
• Proven ability to work independently, manage multiple priorities, and execute with urgency in a fast-paced, client-facing environment.
• Strong collaborative mindset, with the ability to work effectively across Client Success, Product, Engineering, and Operations teams.
• Team-oriented approach with a commitment to organizational objectives and long-term client success.

Benefits

• Base salary, equity, and annual bonus as part of the compensation package.
• 40 hours of sick leave.
• 18 days of PTO.
• Paid parental leave.
• 401K contribution at 3%.
• Competitive health benefits including HSA & FSA options, life insurance, and short-term disability.

Pay

The expected salary for this position is $120,000 - $140,000 and is eligible for a discretionary bonus and equity.

Schedule

This position is available in NYC, Walnut Creek, CA, or remote (U.S).