Client Engagement & Service Delivery Lead

Clearwater Analytics, Ltd; Boise, Northern (ID, KY); Hybrid; USD 95,000 - 130,000; Full time

Job summary

Clearwater Analytics in Boise seeks a Service Delivery Manager to establish and nurture client relationships, acting as the trusted advisor for investment reporting and portfolio accounting challenges. You will drive client engagement, escalate issues, and advocate for client needs across teams.

You will guide remote and in-person meetings, ensure SLA adherence, train clients on platform usage, and support growth by expanding relationships within client organizations.

Qualifications

• Bachelor's degree in accounting or similar field, or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.
• 3+ years of relevant experience.

Responsibilities

• Plans and oversees the fulfillment of accurate daily reporting support and service for clients, ensuring quality service, adherence to SLAs, and operational performance in line with SOPs.
• Coordinate and execute resolution of service incidents and escalation of technical issues.
• Manages Client Engagement Model & client health reporting, including planning and leading remote and in-person client engagement meetings and driving platform usage.
• Provides client training on best practices around daily operational & trading support using Clearwater and advises how to leverage new features and enhancements.
• Develops client relationships and expands network at those organizations, understanding client business and product needs.
• Provides guidance and mentorship to Analysts in the team.

Skills

Investment accounting

Structured products

Derivatives

Fixed-income securities

Microsoft Office

Communication skills

Problem-solving abilities

Client engagement

Education

Bachelor's degree in accounting or similar

Job description

Clearwater Analytics in Boise seeks a Service Delivery Manager to establish and nurture client relationships, acting as the trusted advisor for investment reporting and portfolio accounting challenges. You will drive client engagement, escalate issues, and advocate for client needs across teams.

You will guide remote and in-person meetings, ensure SLA adherence, train clients on platform usage, and support growth by expanding relationships within client organizations.