Account Manager

Clearwater Analytics

Account Service Delivery Manager managing client engagement and operational performance for Clearwater Analytics, a financial services firm. Engaging with clients to ensure quality servicing and drive proactive support.

Posted 5/13/2026full-timeBoise • Idaho, Illinois • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Establish and maintain strong relationships with clients
Manage daily client engagement, reporting, and operational performance
Plan and oversee reporting support and service for clients
Ensure quality servicing and operational performance
Manage Client Engagement Model & client health reporting
Provide guidance and mentorship to analysts
Coordinate and involve in resolution of daily client inquiries and projects
Develop client relationships and expand network at client organizations
Collaborate with sales and support groups to demonstrate value of support
Maintain knowledge of product enhancements and changing investments accounting industry

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

Health insurance
Retirement plans
Paid time off
Professional development
Flexible work arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment accountingfinancial servicesstructured productsderivativesfixed-income securitiesreportingoperational performanceclient engagementdocumentation skillsproblem-solving

Soft Skills

relationship managementmentorshipcommunicationorganizational skillsinterpersonal skillsattention to detailself-starteradaptabilitycollaborationproactive