Client Success & Account Delivery Lead (Finance)

Clearwater Analytics; Chicago (IL); On-site; USD 120,000 - 170,000; Full time

Job summary

Clearwater Analytics is seeking an Account Service Delivery Manager to build and maintain strong relationships with insurers, asset managers, corporations and government entities. You will manage daily client engagement, reporting, and operational performance, contributing to client retention with your financial services expertise.

In this role you will oversee client engagement models, health reporting, and delivery metrics, mentor analysts, and coordinate client inquiries.

Qualifications

• Bachelor's degree in accounting or a related field is required.
• 5+ years of experience in investment accounting or financial services.
• Experience managing client relationships and service delivery.

Responsibilities

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

Skills

Financial services

Investment accounting

Client relations

MS Office

Communication

Attention to detail

Problem solving

Education

Bachelor's degree in accounting or similar field

Job description

Clearwater Analytics is seeking an Account Service Delivery Manager to build and maintain strong relationships with insurers, asset managers, corporations and government entities. You will manage daily client engagement, reporting, and operational performance, contributing to client retention with your financial services expertise.

In this role you will oversee client engagement models, health reporting, and delivery metrics, mentor analysts, and coordinate client inquiries.