Sr. Account Manager

Clearwater Analytics•Boise, ID

About The Position

As a Senior Account Manager, you’ll own and grow a book of institutional client relationships that spans REITs, corporations, insurers, and clients who come to us through bank custody partnerships. You’re each client’s main point of contact and the person accountable for how that part of the book performs. This role calls for someone who can talk shop with clients about their investment activity, whatever asset classes they trade, but just as importantly, someone who knows how to manage a client relationship end to end. That means retention, growth, and building relationships that go beyond a single contact. You’re the client’s window into Clearwater, pulling in Sales, Product, and Operations when they need it, and you own the health and direction of your accounts.

Requirements

Working knowledge of investment accounting and financial services operations across institutional client types.
Familiarity with a range of asset classes, including fixed income, derivatives, structured products, and mortgage-related securities.
Ability to adjust technical depth to match client needs.
Skill in translating complex investment activity into client-facing reporting and operational context.
Track record of owning a book of business and driving retention, growth, and strong relationships.
Strong executive communication skills.
Ability to work collaboratively across Sales, Product, and Operations.
Self-starter with a solution-oriented approach, capable of executing in a fast-paced, ambiguous environment.
Strong organizational, documentation, and problem-solving skills with attention to detail.
Bachelor's degree in accounting, finance, or a related field, or equivalent experience.
7+ years of relevant experience.

Nice To Haves

Experience working with indirect clients through custody or partnership arrangements.
Exposure to more than one institutional client type (REITs, corporations, insurers, or asset managers).

Responsibilities

Own the outcomes across your book of clients, including retention and growth.
Build relationships across each client's key functions (Investments, Trading, Accounting, Risk, and Operations).
Manage direct relationships and indirect ones through bank custody partnerships.
Represent Clearwater effectively in client interactions.
Understand client priorities and identify opportunities for growth and referrals to Sales.
Make decisions regarding service and growth trade-offs and manage risk.
Serve as the main client point of contact at Clearwater, coordinating with Sales, Product, and Operations.
Lead governance calls and QBRs, ensuring materials highlight outcomes, value, and future plans.
Escalate issues clearly, focusing on impact and options.
Anticipate and communicate information needs to internal leadership and clients.
Maintain connections across client organizations, from users to decision-makers.
Develop working knowledge of investment strategies and asset classes used by clients (fixed income, derivatives, structured products).
Communicate effectively with portfolio managers, traders, and accounting heads.
Translate client activities into Clearwater's reporting and workflows.
Maintain a strong understanding of investment accounting, structured products, derivatives, and fixed income.
Stay current on product updates, industry trends, and client market shifts.
Utilize health scores, NPS, adoption, and pipeline data for prioritization and account steering.
Own the Client Engagement Model and account health reporting.
Maintain Client Briefs and risk logs for top accounts.
Oversee daily to annual reporting and service delivery, adhering to SOP standards.
Mentor and train analysts, train clients, and coordinate resolution of inquiries and projects.