Sr. Service Delivery Manager

Clearwater Analytics • Boise, ID

1d

About The Position

A career as a Service Delivery Manager at Clearwater Analytics provides the opportunity to establish and maintain strong relationships with large insurers, asset managers, corporations, and government entities. This role involves managing daily client engagement, reporting, and operational performance, and is critical for client retention, leveraging financial services and strong relationship management background. The ideal candidate enjoys engaging with internal and external stakeholders, thrives in a high-performing team, and values problem-solving for others. Clearwater Analytics (NYSE: CWAN) is transforming investment management with its comprehensive cloud-native platform for institutional investors across global public and private markets. The company's single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle, integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Clearwater serves leading insurers, asset managers, hedge funds, banks, corporations, and governments, supporting over $8.8 trillion in assets globally.

Requirements

• Working knowledge of financial services and investment accounting
• Self-starter proactively seeks out solutions and expertise
• Able 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 similar field or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations
• 5+ Years of experience

Nice To Haves

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

Responsibilities

• Plan and oversees the fulfillment of accurate daily/monthly/quarterly/annual reporting support and service for clients
• Manages Client Engagement Model & client health reporting
• Ensures quality servicing and operational performance within the parameters of delivery standards (standard operating procedures)
• Ensures client engagement from the daily user to the decision-maker level of the client
• Manages delivery metrics
• Provides guidance and mentorship to analysts
• Providing training to clients
• Coordinates and is involved in resolution of daily client inquiries and projects
• Develop client relationships and expands network at those organizations, understanding client business and product needs
• Strategic planning of service delivery to drive usage and proactive in service and support to reduce client downtime and support costs
• Collaborate with sales and support groups to demonstrate the value of support offered to clients and identify business opportunities for expanded support
• Maintain knowledge of product enhancements and the changing investments accounting industry
• Helps aggregate client feedback and provides guidance to improve operationally and expand the product offering

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 501-1,000 employees