Service Delivery Manager

Clearwater Analytics

Service Delivery Manager managing relationships with key clients in investment management sector. Focused on operational performance and delivering reporting support.

Posted 6/19/2026full-timeBoise • Idaho, Illinois • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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.

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
401(k) matching
Flexible work arrangements
Professional development opportunities
Paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial servicesinvestment accountingstructured productsderivativesfixed-income securitiesreporting supportdelivery metricsclient engagementservice deliverydocumentation skills

Soft Skills

attention to detailverbal communicationwritten communicationorganizational skillsinterpersonal skillsproblem-solvingmentorshipstrategic planningself-starterproactive

Certifications

Bachelor's degree in accounting