Client Success Lead - FinTech & Insurance Ops

Clearwater Analytics; Paris; On-site; EUR 70,000 - 110,000; Full time

Job summary

Clearwater Analytics seeks an experienced Client Servicing Team Lead to guide a team delivering high-quality service to insurance and investment clients in Paris. You will drive engagement, coach staff, and shape strategic planning, hiring, and succession for the team.

The role collaborates with cross-functional groups to optimize processes, implement best practices, and maintain strong client relationships, ensuring successful daily workflows and scalable client support.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or related field.
• 7+ years of directly applicable experience (e.g. market finance, insurance, front-back office operations).
• 2+ years demonstrated success in a people manager role.
• Experience delivering measurable KPIs weekly and monthly in prior roles.
• Experience working in the market finance or FinTech industry

Responsibilities

• Monitors the teams' 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.
• Make use of tooling to monitor and drive team performance (Salesforce, Workday, Power BI, etc.).

Skills

Insurance concepts

Communication skills

Excel proficiency

Microsoft Office

Attention to detail

Documentation skills

Interpersonal skills

Problem solving

Education

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

Tools

Salesforce

Workday

Power BI

Job description

Clearwater Analytics seeks an experienced Client Servicing Team Lead to guide a team delivering high-quality service to insurance and investment clients in Paris. You will drive engagement, coach staff, and shape strategic planning, hiring, and succession for the team.

The role collaborates with cross-functional groups to optimize processes, implement best practices, and maintain strong client relationships, ensuring successful daily workflows and scalable client support.