Client Services Team Lead - Lead, Optimize, and Delight Clients

Clearwater Analytics (CWAN); Puteaux; On-site; EUR 90,000 - 120,000; Full time

Job summary

Clearwater Analytics is seeking a Client Servicing Team Lead in the Île-de-France region to guide a high-performing team delivering exceptional client support for the Jump ULF Insurance line. You will coach, monitor, and optimize team performance while collaborating with product and sales to enhance our front-back office platform.

The role emphasizes 7+ years in market finance or FinTech, strong communication, and advanced Excel skills.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, Mathematics, Sciences, or related field.
• 7+ years of directly applicable experience in market finance, insurance, or front-back office operations.
• 2+ years demonstrated success in a people manager role.
• Experience delivering measurable KPIs weekly and monthly in prior roles.
• Familiarity with insurance and/or investment management market concepts.

Responsibilities

• Monitors the team’s delivery to the client, allocating work, ensuring quality delivery, and providing team level training or knowledge management where required.
• Owns the preparation and execution of regular 1-on-1s and biannual performance management reviews; identifies and facilitates learning and career growth opportunities for the team.
• Designs, implements, and tracks quantitative and qualitative metrics to measure the success of projects, people, and processes; key success metrics include NPS, CSAT, CEM, SLA delivery, Retention, ESS, Gross Margin, Client Churn, Automation improvements, and employee attrition.
• Leads SteerCos and client relationship reviews, whilst also acting as a confident, knowledgeable, and patient escalation point for any client issues.
• Helps build a differentiated offering by strategies with product management and development teams to improve our client offering, operational tooling, supporting sales efforts, develop repeatable and scalable processes.
• Ensures the seamless transition of newly onboarded clients into steady-state client servicing operations.

Skills

Leadership

Communication

Excel

Power BI

Salesforce

Workday

VBA

Education

Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences

Tools

Salesforce

Workday

Power BI

Job description

Clearwater Analytics is seeking a Client Servicing Team Lead in the Île-de-France region to guide a high-performing team delivering exceptional client support for the Jump ULF Insurance line. You will coach, monitor, and optimize team performance while collaborating with product and sales to enhance our front-back office platform.

The role emphasizes 7+ years in market finance or FinTech, strong communication, and advanced Excel skills.