The OpportunityWe're looking for a talented and driven Associate Director to provide day-to-day support to our client success team. The candidate plays a critical support role in assisting the Head of Client Success, managing operations, executing strategy, and driving performance. This position helps guide daily workflow, projects, and data and quality analysis while aligning activities with organizational objectives. The candidate must demonstrate strong communication, analytical thinking, business acumen, and commitment to the organization's vision.
What You'll Do- 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.
Location - NYC | Walnut Creek, CA | Remote (U.S)
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
The expectedsalary for this position is $120,000 - $140,000 and is eligible for a discretionary bonus and equity. We will consider your skills, experience, and location when determining your pay.
