Clearwater Analytics

Service Delivery Manager

Clearwater Analytics

full-time

Posted on:

Location Type: Office

Location: Chicago • Illinois • New York • United States

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Salary

💰 $74,000 - $115,200 per year

About the role

  • Acts as the window into CWAN for our clients, ensuring that CWAN is meeting and exceeding our clients’ expectations.
  • Understand your client’s strategic priorities and activate CWAN resources across sales, products, and operations in support.
  • Ensures client engagement from the daily user to the decision-maker level of the client.
  • Plan and oversee 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).
  • 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.

Requirements

  • 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.
  • Working knowledge of financial services and investment accounting.
  • Working knowledge of structured products, derivatives, fixed-income securities, etc. preferred.
  • 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.
Benefits
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial servicesinvestment accountingstructured productsderivativesfixed-income securitiesreporting supportdelivery metricsclient health reportingservice delivery planningclient training
Soft Skills
client engagementstrategic planningproblem-solvingattention to detaildocumentation skillsverbal communicationwritten communicationorganizational skillsinterpersonal skillsself-starter
Certifications
Bachelor's degree in accounting