Service Delivery Manager

Clearwater Analytics • Boise, ID

2d

About The Position

Service Delivery Managers are responsible for establishing , maintaining, and managing strong relationships with Clearwater’s clients, serving as the main point of contact and ensuring ongoing client engagement , from the daily user to decision maker level. They are viewed by our clients as a trusted advisor, solving complex investment reporting and portfolio accounting challenges, and acting as a strong internal advocate on their behalf. By maintaining knowledge of product enhancements and the changing investment accounting industry, they play a crucial role providing valuable insights to empower our clients to optimize their investment operations, ensuring client satisfaction and driving business growth.

Requirements

• Working knowledge of financial services and investment accounting
• Self-starter who proactively s eeks out solutions and expertise
• Able to execute in a fast paced and sometimes ambiguous environment
• S trong 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 similar field , or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations
• 3+ y ears of relevant experience

Nice To Haves

• Working knowledge of structured products, derivatives, fixed-income securities, etc. P referred

Responsibilities

• Plans and oversees the fulfillment of accurate daily reporting support and service for clients, ensuring quality servicing, adherence to SLAs, and operational performance in line with SOPs
• Coordinate and execute resolution of service incidents and escalation of technical issues
• Manages Client Engagement Model & client health reporting, including planning and leading remote and in-person client engagement meetings and driving platform usage
• Provides client training on best practices around daily operational & trading support using Clearwater and advises how to leverage new features and enhancements
• Develops client relationships and expands network at those organizations, understanding client business and product needs
• Provides guidance and mentorship to Analysts in the team

What This Job Offers

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