Senior Institutional Client Delivery Lead

Clearwater Analytics India; Boise (ID); In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

Clearwater Analytics is seeking an Account Service Delivery Manager to serve as the primary day-to-day contact for our largest institutional clients across asset management and insurance. You will own the client relationship from daily users to executives, ensuring exceptional service and trustworthy partnership.

You will monitor client health, drive issue resolution, and collaborate with teams across Alternatives, Recon, Product, Billing, Sales, and Global Delivery.

Competenze

• Bachelor's degree or equivalent experience in Finance, Accounting, Economics, or Business.
• 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—comfortable with analysts and executives.
• Ownership mindset with a focus on client delight and service excellence.
• Able to thrive in a fast-paced, high-expectation environment with shifting priorities.
• Familiarity with AI applications and Salesforce CRM preferred.

Mansioni

• Serve as the primary contact for clients from daily users to executives, ensuring service excellence.
• Build deep, trust-based relationships and be the go-to partner for questions, escalations, and adoption.
• Run regular client service reviews and engagement check-ins with operational and senior stakeholders.
• Own client escalations end-to-end and coordinate swift resolutions across internal teams.
• Monitor overall client health, satisfaction, and engagement across portfolios.
• Identify risks to client satisfaction or retention and take action to mitigate.
• Ensure timely delivery of daily, monthly, quarterly, and annual reporting and services.
• Collaborate with Product, Operations, and leadership to improve Clearwater offerings.
• Identify opportunities to expand platform usage with Sales and drive retention.

Conoscenze

Client relationships

Communication

Ownership mindset

AI applications

Salesforce CRM

Formazione

Finance / Accounting / Economics / Business degree

Strumenti

Salesforce CRM

Descrizione del lavoro

Clearwater Analytics is seeking an Account Service Delivery Manager to serve as the primary day-to-day contact for our largest institutional clients across asset management and insurance. You will own the client relationship from daily users to executives, ensuring exceptional service and trustworthy partnership.

You will monitor client health, drive issue resolution, and collaborate with teams across Alternatives, Recon, Product, Billing, Sales, and Global Delivery.