Client Success Team Lead (Operations & Growth)

Clearwater Analytics, LLC; Boise (ID); On-site; USD 80,000 - 100,000; Full time

Job summary

Clearwater Analytics, LLC in Boise, Idaho is seeking a Client Servicing Team Lead to manage a team of professionals focused on enhancing client satisfaction and operational excellence. The ideal candidate will have significant experience in finance or investment management, along with strong leadership and communication skills.

This role involves monitoring team performance, implementing best practices, and collaborating across departments to optimize client servicing operations. A Bachelor's degree in a related field is required, with at least 7 years in accounting or finance.

Qualifications

• 7+ years of applicable experience in reconciliation, accounting, or finance.
• 2+ years in a people manager role.
• Experience in finance or FinTech, knowledge of investment accounting preferred.

Responsibilities

• Lead and manage the Client Servicing team to ensure quality delivery.
• Monitor performance metrics and track success of projects.
• Facilitate learning and career growth opportunities.

Skills

Communication skills

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

Attention to detail

Organizational skills

Problem-solving abilities

Education

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

Tools

Salesforce

Workday

Power BI

Job description

Clearwater Analytics, LLC in Boise, Idaho is seeking a Client Servicing Team Lead to manage a team of professionals focused on enhancing client satisfaction and operational excellence. The ideal candidate will have significant experience in finance or investment management, along with strong leadership and communication skills.

This role involves monitoring team performance, implementing best practices, and collaborating across departments to optimize client servicing operations. A Bachelor's degree in a related field is required, with at least 7 years in accounting or finance.