Senior Client Success & Service Delivery Lead

Clearwater Analytics

Chicago (IL)

On-site

USD 120,000 - 170,000

Full time

2 days ago

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Job summary

Clearwater Analytics seeks an experienced Senior Service Delivery Manager to be the primary client contact for large institutional clients in asset management and insurance. You will oversee daily engagement, monitor service health, and guide cross-team collaboration to deliver high-quality, trusted solutions.

You will leverage AI-enabled tools to streamline processing, accelerate issue resolution, and identify scalable improvements.

Qualifications

Bachelor's degree in Finance, Accounting, Economics, Business, or equivalent experience.
5+ years in a client-facing financial services role, ideally in investment accounting, reconciliation, or institutional servicing.
Proven track record of owning and growing relationships with large institutional clients.
Strong communicator with the ability to engage analysts and executives.

Responsibilities

Serve as the primary day-to-day contact for clients, ranging from daily users to executive decision-makers.
Monitor client health, satisfaction, and service delivery quality across portfolios.
Coordinate issue resolution across internal teams and keep clients informed throughout.
Identify opportunities to expand platform usage and support retention and growth.
Stay current on product enhancements and industry developments to provide proactive guidance.