Senior Account Manager

Clearwater Analytics

Account Service Delivery Manager overseeing client engagement and operational performance for Clearwater Analytics. Collaborating with stakeholders, ensuring client satisfaction, and driving service delivery in financial services.

Posted 5/13/2026full-timeChicago • Idaho, Illinois • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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Hard Skills & Tools

financial servicesinvestment accountingstructured productsderivativesfixed-income securitiesreporting supportdelivery metricsclient health reportingservice deliveryclient training

Soft Skills

client engagementstrategic planningproblem-solvingattention to detaildocumentation skillsverbal communicationwritten communicationorganizational skillsinterpersonal skillsself-starter

Certifications

Bachelor's degree in accounting