Client Success Team Lead - Ops, KPIs & Client Care

Clearwater Analytics, Ltd; Boise (ID); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services provider in Boise, Idaho is seeking a Client Servicing Team Lead to manage a team dedicated to client success. The role involves optimizing processes, ensuring quality delivery, and onboarding new clients. Candidates should have over 7 years of relevant experience, strong communication skills, and familiarity with the finance or FinTech industry. This position encourages diversity and welcomes applicants even if their experience doesn't align perfectly with the role.

Qualifications

• Familiarity with insurance or investment management concepts is a plus.
• Strong verbal and written communication skills are essential.
• Experience in finance or FinTech preferred.

Responsibilities

• Lead and manage a team focused on client servicing.
• Ensure quality delivery and team training.
• Manage onboarding of new clients.

Skills

Communication skills

Problem-solving abilities

Organizational skills

Interpersonal skills

Attention to detail

Education

7+ years of relevant experience

2+ years in a people manager role

Tools

Microsoft Office

Job description

A financial services provider in Boise, Idaho is seeking a Client Servicing Team Lead to manage a team dedicated to client success. The role involves optimizing processes, ensuring quality delivery, and onboarding new clients. Candidates should have over 7 years of relevant experience, strong communication skills, and familiarity with the finance or FinTech industry. This position encourages diversity and welcomes applicants even if their experience doesn't align perfectly with the role.