Account Manager - Client Servicing

Clearwater Analytics•Chicago, IL

21h•$100,000 - $140,000

About The Position

Account Managers are critical members of the Client Services team. Account managers are responsible for the end-to-end client experience for the book of clients assigned to them. Account managers are the ultimate owners of the client and responsible for their outcomes. They are both client experts and Clearwater Analytics experts to champion their clients’ success at Clearwater Analytics. Account managers will work closely with client onboarding, product support and technology to deliver value-added solutions and a world-class experience for our clients.

Requirements

5+ years of relevant industry experience (preferably at Hedge fund, buy-side, sell-side, admin or competitor)
Strong understanding of investment management workflows and operations
Organized, motivated performer; willing to learn technical and operational competencies
Ability to cultivate and foster strong relationships with key client stakeholders
Capable of independently managing clients with effective written and verbal communication
Strong collaboration & team building skillset
Ability to manage competing priorities and competent in planning systematically
Strong problem solver with the ability to break down problems to their core issues and develop pragmatic, workable solutions
Very strong execution and delivery focus – gets things done

Responsibilities

Ensure client’s BAU activities are in good order, and all commitments and deliverables are being met by maintaining and reviewing daily client dashboards and closely monitoring open issues
Manage and maintain client profile details in a centralized CRM tool which includes AUM, strategy, assets traded, end-to-end functions utilized, key stakeholders and third-party relationships
Act as an escalation point and subject matter expert for any client issues ensuring accurate, organized and timely resolution
Work closely with client onboarding, product support and technology teams to deliver cohesive solutions that follow industry and system best practices
Provide consultation on workflows and identify potential opportunities to expand relationships
Proactively monitor client health via scorecards and develop remediation plans when necessary
Conduct quarterly meetings with clients to obtain feedback on overall satisfaction
Ensure clients are successful in meeting their goals with Clearwater Analytics and are in a referenceable state