Service Delivery Manager

Clearwater Analytics, Ltd; Boise, Northern (ID, KY); Hybrid; USD 95,000 - 130,000; Full time

Job summary

Clearwater Analytics in Boise seeks a Service Delivery Manager to establish and nurture client relationships, acting as the trusted advisor for investment reporting and portfolio accounting challenges. You will drive client engagement, escalate issues, and advocate for client needs across teams.

You will guide remote and in-person meetings, ensure SLA adherence, train clients on platform usage, and support growth by expanding relationships within client organizations.

Qualifications

• Bachelor's degree in accounting or similar field, or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.
• 3+ years of relevant experience.

Responsibilities

• Plans and oversees the fulfillment of accurate daily reporting support and service for clients, ensuring quality service, adherence to SLAs, and operational performance in line with SOPs.
• Coordinate and execute resolution of service incidents and escalation of technical issues.
• Manages Client Engagement Model & client health reporting, including planning and leading remote and in-person client engagement meetings and driving platform usage.
• Provides client training on best practices around daily operational & trading support using Clearwater and advises how to leverage new features and enhancements.
• Develops client relationships and expands network at those organizations, understanding client business and product needs.
• Provides guidance and mentorship to Analysts in the team.

Skills

Investment accounting

Structured products

Derivatives

Fixed-income securities

Microsoft Office

Communication skills

Problem-solving abilities

Client engagement

Education

Bachelor's degree in accounting or similar

Job description

## Service Delivery ManagerApplylocations: Office - Boisetime type: Full timeposted on: Posted Todayjob requisition id: R3037-1Service Delivery Managers are responsible for establishing, maintaining, and managing strong relationships with Clearwater’s clients, serving as the main point of contact, and ensuring ongoing client engagement**,** from the daily user to decision maker level.They are viewed by our clients as trusted advisors, solving complex investment reporting and portfolio accounting challenges, and acting as a strong internal advocate on their behalf. By maintaining knowledge of product enhancements and the changing investment accounting industry, they play a crucial role providing valuable insights to empower our clients to optimize their investment operations, ensuring client satisfaction and driving business growth.**Responsibilities:*** Plans and oversees the fulfillment of accurate daily reporting support and service for clients, ensuring quality service, adherence to SLAs, and operational performance in line with SOPs.* Coordinate and execute resolution of service incidents and escalation of technical issues.* Manages Client Engagement Model & client health reporting, including planning and leading remote and in-person client engagement meetings and driving platform usage.* Provides client training on best practices around daily operational & trading support using Clearwater and advises how to leverage new features and enhancements.* Develops client relationships and expands network at those organizations, understanding client business and product needs.* Provides guidance and mentorship to Analysts in the team.**Required Skills:*** Working knowledge of financial services and investment accounting.* Working knowledge of structured products, derivatives, fixed-income securities, etc. Preferred.* Self-starter who 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.* 3+ years of relevant experience.### WelcomeThank you for your interest in a career with Clearwater!### About usClearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at **www.clearwateranalytics.com**.### Don’t meet every single requirement?Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.