Client Servicing Team Lead

Clearwater Analytics; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Clearwater Analytics seeks a Client Servicing Team Lead to guide a team of servicing professionals, drive engagement, and foster a culture of teamwork and accountability.

You will coach team members, participate in strategic planning and hiring decisions, and ensure high-quality service delivery with strong client relationships. The role emphasizes measurable KPIs, ongoing process improvement, and collaboration with product and development teams.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, Mathematics, Sciences, or related field.
• 7+ years of directly applicable experience (reconciliation, accounting, or finance).
• 2+ years demonstrated success in a people manager role.
• Experience delivering measurable KPIs weekly and monthly in prior roles.
• Experience working in the finance or FinTech industry, with knowledge of investment accounting or investment operations preferred.

Responsibilities

• Lead and manage a team of client servicing professionals to maximize engagement.
• Provide guidance, coaching, and performance reviews; support career growth.
• Collaborate with cross-functional teams to optimize processes and drive excellence.
• Develop and track metrics (NPS, CSAT, SLA, retention, churn, etc.).
• Build client relationships and ensure successful daily client servicing operations.

Skills

Leadership

Communication

Organizational skills

Interpersonal skills

Attention to detail

Problem-solving

Education

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

Tools

Microsoft Excel (VLookUp, SUMIF, Pivot Tables, VBA)

Microsoft Office

Salesforce

Workday

Power BI

Job description

Job Summary:

Client Servicing Team Leads are responsible for leading and managing a team of client servicing professionals, focused on maximizing employee engagement, and building a culture of teamwork, collaboration, continuous improvement, empowerment, and accountability. They lead from the front and provide guidance, support, and coaching to team members and contribute to strategic planning, hiring decisions, team structure, and succession planning. They collaborate with cross-functional internal teams to identify areas for process optimization, implement best practices, and drive operational excellence within the Client Servicing division. They lead from the front by building and maintaining strong relationships with clients, playing a critical role in daily client success. 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.).

Required Skills:

• Familiarity with insurance and/or investment management market concepts a plus.
• Ability to communicate information clearly, concisely, and confidently in written and verbal contexts, including small and large group settings for both internal and external (client-facing) audiences.
• Microsoft Excel (VLookUp, SUMIF, Pivot Tables, VBA, etc.).
• 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, Finance, Business, Mathematics, Sciences, or related field.
• 7+ years of directly applicable experience (reconciliation, accounting, or finance).
• 2+ years demonstrated success in a people manager role.
• Experience delivering measurable KPIs weekly and monthly in prior roles.
• Experience working in the finance or FinTech industry, with a knowledge of investment accounting or investment operations preferred.

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.