Account Manager

Clearwater Analytics; Boise (ID); On-site; USD 74,000 - 96,000; Full time

Benefits offered by this job

Health insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance benefits

Job summary

Clearwater Analytics in Boise, Idaho, is looking for an Account Service Delivery Manager to strengthen client relationships and oversee operational performance. The role requires a strong financial background and experience managing client satisfaction and engagement across various sectors.

You will ensure that Clearwater Analytics meets and exceeds client expectations by collaborating with internal teams. Desired qualifications include a bachelor’s degree and over 5 years of relevant experience. The position offers a salary between $74,000 and $96,000 annually.

Qualifications

• 5+ years of experience in financial services and investment management roles.

Responsibilities

• Manage daily client engagement and operational performance.
• Ensure client engagement at all levels.
• Coordinate resolutions of client inquiries.

Skills

Financial services knowledge

Investment accounting knowledge

Strong communication skills

Problem-solving abilities

Microsoft Office proficiency

Education

Bachelor's degree in accounting or similar field

Job description

A career as an Account Service Delivery Manager will provide you with the opportunity to establish and maintain strong relationships with some of the largest corporations, government entities, pension plans, endowments, and foundations as you manage daily client engagement, reporting, and operational performance. You will be critical to our client retention and commercial growth while utilizing your financial services and strong relationship management background. If you enjoy engaging with both internal and external stakeholders, are energized by working within a high performing team and find value in solving problems for others, you will thrive in this role.

Responsibilities:

• Acts as the window into CWAN for our clients, ensuring that CWAN is meeting and exceeding our clients’ expectations.

• Understand your client’s strategic priorities and activate CWAN resources across sales, products, and operations in support

• Ensures client engagement from the daily user to the decision-maker level of the client.

• Plan and oversee 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).

• 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.

Required Skills:

• 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.

Education and Experience:

• 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.

Salary Range

$74,000 - $96,000 USD Annual

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.