Client Success Specialist

Who We Are

Derivative Path is an award-winning firm providing financial technology and advisory solutions that empower small & mid-size financial firms to access capital markets. Launched in 2013, the Company is solving complex interest rate, foreign exchange, and commodity transactions through an all-in-one platform that democratizes access to the capital and liquidity of Wall Street firms, leveling the playing field between major banks and thousands of community and regional banks, credit unions, and their customers in a way that no other firm has. Its single, intuitive dashboard helps firms manage risk and enhance workflows while delivering better transparency, hedging capabilities, risk management, and operating efficiency.

With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 80+ employees with the ability to work remotely and from one of four offices in San Francisco, New York, Chicago, and Manila. The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees.

The Opportunity

Interested in being a part of a remote first team disrupting the financial world through technology? It starts with investing in talented team members as the foundation for our success. At Derivative Path, we prioritize growth by supporting every team member on their journey towards their next milestone and accomplishment. We offer competitive pay, excellent benefits, and integrate learning & development into every day.

Client Success Specialist

The person in this role will handle many of the day-to-day responsibilities for the firm supporting our client success team. 

Responsibilities

Work closely with the client success team on the analysis and resolution of client inquiries related to derivatives trading, Derivative Path platform usage, and client business processesContribute to projects integrating the derivative portfolios and business processes of clients into Derivative Path platformsServe as a first response contact for both client and internal operations-related inquiriesDevelop knowledge base documentation related to Derivative Path platforms and proceduresImplement operational efficiency improvements

Minimum Qualifications

Background in finance and accounting ideally with emphasis on capital marketsComfort with data analysis and use of productivity tools like ExcelAbility to quickly master new technologiesOutstanding communication skills, both oral and writtenAbility to work independently, adapt, and complete tasks with a sense of urgency in a fast-paced environmentTeam focus committed to the success of organizational objectivesImpeccable attention to detailMust be willing to work night shift schedule

Preferred Qualifications

Experience with derivative product systems and processingPassion for learning new technologies and capital markets conceptsInterest promoting client relationship management best practices

Derivative Path is an equal opportunity employer and does not discriminate based on any of the following: race, religious creed, color, age, sex, sexual orientation, gender identity, gender expression or gender characteristic, national origin, religion, marital status, medical condition, physical or mental disability, military service or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Derivative Path offers a comprehensive benefits package, including health and dental.