Service Delivery Manager

Clearwater Analytics (CWAN); Boise (ID); On-site; USD 90,000 - 130,000; Full time

Job summary

Clearwater Analytics (CWAN) is seeking a Service Delivery Manager to build and sustain strong relationships with major insurers, asset managers, and government entities in Boise, Idaho. You will manage daily client engagement, reporting, and operational performance, driving client retention and service excellence.

You will lead delivery planning, mentor analysts, and coordinate with sales and support to expand service offerings while maintaining stringent reporting standards in a fast-paced

Qualifications

• Bachelor's degree in accounting or related field or equivalent experience in financial services.
• Strong knowledge of investment accounting and financial products is a plus.
• Experience in client-facing roles with a focus on service delivery and reporting.

Responsibilities

• Plan and oversee the delivery of accurate daily/monthly/quarterly/annual reporting for clients.
• Manage the Client Engagement Model and client health reporting.
• Ensure quality servicing and operational performance within delivery standards.
• Coordinate and resolve daily client inquiries and projects.
• Develop client relationships and expand networks within client organizations.
• Strategic planning of service delivery to boost usage and reduce downtime and costs.
• Collaborate with sales and support to demonstrate value and identify opportunities.
• Stay informed about product enhancements and the investment accounting industry.

Skills

Client relationship mgmt

Financial services knowledge

Attention to detail

Communication skills

Problem solving

Organizational skills

MS Office proficiency

Self-starter

Delivery management

Education

Bachelor's degree in accounting or similar field

Tools

MS Office

Reporting tools

Job description

Job Summary:A career as a Service Delivery Manager will provide you with the opportunity to establish and maintain strong relationships with some of the largest insurers, asset managers, corporations and/or government entities as you manage daily client engagement, reporting, and operational performance. You will be critical to our client retention while utilizing your financial services and strong relationship management background. If you enjoy engaging with both internal and external stakeholders, are energized by working within a high performing team and find value in solving problems for others, you will thrive in this role.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 (standard operating procedures).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.Required Skills:Working knowledge of financial services and investment accounting.Working knowledge of structured products, derivatives, fixed-income securities, etc. preferred.Self-starter proactively seeks out solutions and expertise.Able to execute in a fast paced and sometimes ambiguous environment.Strong computer skills, including proficiency in Microsoft Office.Excellent attention to detail and strong documentation skills.Outstanding verbal and written communication skills.Strong organizational and interpersonal skills.Exceptional problem-solving abilities.Education and Experience:Bachelor's degree in accounting or similar field or relevant experience in Investment. Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.5+ Years of experience.