Client Servicing Team Lead

Clearwater Analytics; Frankfurt; Vor Ort; EUR 90.000 - 120.000; Vollzeit

Zusammenfassung

Clearwater Analytics in Frankfurt seeks an experienced Client Servicing Team Lead to guide a talented group supporting DACH investors. You will lead everyday client delivery, manage performance reviews, and build scalable processes with cross-functional partners.

The role requires 7+ years in finance/fintech with 2+ years in people management, fluent German and English, and strong Excel/Power BI skills.

Qualifikationen

• Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or a related field.
• 7+ years of directly applicable experience in finance or fintech.
• 2+ years of proven success in a people manager role.
• Experience delivering measurable KPIs on a weekly and monthly basis.
• Fluency in German and English (written and spoken).
• Strong Excel skills (VLOOKUP, Pivot Tables, etc.).
• Excellent attention to detail, documentation, and organisational abilities.

Aufgaben

• Lead and manage a team of client servicing professionals, allocating work and ensuring quality delivery.
• Own regular 1-on-1s and biannual performance reviews, identifying growth opportunities.
• Design, implement, and track metrics to measure projects, people, and processes.
• Lead SteerCos and client relationship reviews, as escalation point for issues.
• Partner with product management to build a differentiated client offering and scalable processes.
• Ensure a seamless transition for onboarded clients into steady-state operations.
• Use Salesforce, Workday, and Power BI to monitor and drive team performance.

Kenntnisse

People leadership

Client focus

KPI tracking

Stakeholder management

German & English fluency

Excel skills

Power BI usage

Ausbildung

Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or related field

Tools

Salesforce

Workday

Power BI

Jobbeschreibung

About the Opportunity

Clearwater Analytics is growing, and we want you to be part of it! Following significant expansion in the DACH market, we're looking for a Client Servicing Team Lead to join our Frankfurt team and lead a talented group of client servicing professionals supporting some of the region's most sophisticated investors. This is an exciting opportunity to lead from the front, at the intersection of people leadership and client delivery. You'll build a culture of teamwork, collaboration, and accountability within your team, while playing a hands-on role in the daily success of clients across the DACH region, including asset managers, insurers, pension funds and more. We've recently opened a brand-new office in Frankfurt's Opernturm, home to a brilliant and rapidly growing local team, a clear signal of our long-term commitment to the DACH market, where a growing number of organisations are choosing our cloud-native, front-to-back platform for investment management.

What You'll Do

• Lead and manage a team of client servicing professionals, allocating work, ensuring quality delivery, and providing training or knowledge-sharing where it's needed.
• Own the preparation and delivery of regular 1-on-1s and biannual performance reviews, identifying and facilitating learning and career growth opportunities for your team.
• Design, implement, and track quantitative and qualitative metrics to measure the success of projects, people, and processes, including NPS, CSAT, CEM, SLA delivery, retention, ESS, gross margin, client churn, automation improvements, and employee attrition.
• Lead SteerCos and client relationship reviews, acting as a confident, knowledgeable, and patient escalation point for client issues.
• Partner with product management and development teams to help build a differentiated client offering, improve operational tooling, support sales efforts, and develop repeatable, scalable processes.
• Ensure a seamless transition for newly onboarded clients into steady-state client servicing operations.
• Use tooling such as Salesforce, Workday, and Power BI to monitor and drive team performance.

What We're Looking For

We welcome applicants from a wide range of backgrounds. What matters most is your people-leadership experience, client focus, and drive to build a high-performing team.

• Fluency in German and English (written and spoken), essential for engaging with our DACH client base.
• Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or a related field.
• 7+ years of directly applicable experience in the finance or fintech industry, with knowledge of investment accounting or investment operations preferred.
• 2+ years of demonstrated success in a people manager role.
• Experience delivering measurable KPIs on a weekly and monthly basis in prior roles.
• Familiarity with insurance and/or investment management market concepts is a plus.
• Confidence communicating clearly and concisely in written and verbal contexts, including small and large group settings, for both internal and client-facing audiences.
• Strong Excel skills (VLOOKUP, SUMIF, Pivot Tables, VBA, etc.) and proficiency in Microsoft Office.
• Excellent attention to detail, strong documentation skills, and outstanding organisational abilities.
• An exceptional problem-solving mindset.

Why Clearwater Analytics?

Be part of a high-growth, global fintech transforming investment management with the industry's most comprehensive cloud-native platform for institutional investors. Be part of a collaborative, supportive team in Frankfurt with real influence over how the DACH client experience is delivered.

Work with leading institutional clients across the DACH region and beyond. Join us at an exciting point in our growth, in our brand-new Opernturm office.

Competitive compensation and comprehensive benefits, in a culture that values and rewards your contribution.

Thank you for your interest in a career with Clearwater!

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.