Account Manager

Clearwater Analytics • Boise, ID

2d

About The Position

The Account Manager establishes and maintains strong relationships with clients, including insurers, asset managers, corporations, and government entities. The role manages daily client engagement, reporting, and operational performance, supporting client retention through financial services knowledge and relationship management. It involves working with internal and external stakeholders, solving client problems, and contributing to a high-performing team.

The position oversees client service delivery and reporting, manages client engagement and health metrics, supports analysts through guidance and mentorship, and coordinates responses to client inquiries and projects. It also develops client relationships, plans service delivery to encourage product usage and reduce downtime and support costs, and collaborates with sales and support groups to identify opportunities to expand client support.

Requirements

• Working knowledge of financial services and investment accounting.
• Self-starter who proactively seeks solutions and expertise.
• Ability to execute in a fast-paced and sometimes ambiguous environment.
• Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.
• Bachelor's degree in accounting or a similar field, or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.
• At least 5 years of experience.

Nice To Haves

• Working knowledge of structured products, derivatives, fixed-income securities, and related areas.

Responsibilities

• Plan and oversee accurate daily, monthly, quarterly, and annual client reporting and service fulfillment.
• Manage the Client Engagement Model and client health reporting.
• Ensure quality service and operational performance in accordance with delivery standards and standard operating procedures.
• Maintain client engagement from daily users through decision-makers.
• Manage delivery metrics.
• Provide guidance and mentorship to analysts.
• Provide training to clients.
• Coordinate and participate in resolving daily client inquiries and projects.
• Develop client relationships and expand networks within client organizations while understanding their business and product needs.
• Plan service delivery strategically to drive usage and proactively provide service and support to reduce client downtime and support costs.
• Collaborate with sales and support groups to demonstrate the value of client support and identify opportunities to expand support.
• Maintain knowledge of product enhancements and changes in the investments accounting industry.
• Aggregate client feedback and provide guidance to improve operations and expand the product offering.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level