Sr. Account Manager

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

Job summary

Clearwater Analytics, Ltd, located in Boise, Idaho, is seeking a Senior Account Manager to manage client engagement for large corporations and government entities. The role requires a strong background in financial services and investment management. Responsibilities include overseeing client relationships, ensuring operational performance, and providing training. Ideal candidates should have at least a Bachelor's degree in accounting, with 5+ years of experience in the field and strong problem-solving skills. Join a high-performance team at Clearwater Analytics to contribute to client retention and growth.

Qualifications

• 5+ years of experience in financial services or investment management.
• Ability to execute in a fast-paced environment with ambiguity.
• Strong organizational skills and attention to detail.

Responsibilities

• Manage daily client engagement and operational performance.
• Develop client relationships and understand business needs.
• Ensure client engagement at all levels effectively.

Skills

Working knowledge of financial services

Proficiency in Microsoft Office

Strong documentation skills

Outstanding verbal and written communication

Problem-solving abilities

Education

Bachelor's degree in accounting or similar field

Job description

Sr. Account Manager page is loaded## Sr. Account Managerlocations: Office - Boisetime type: Full timeposted on: Posted Todayjob requisition id: R11813A career as an Account Service Delivery Manager will provide you with the opportunity to establish and maintain strong relationships with some of the largest corporations, government entities, pension plans, endowments, and foundations as you manage daily client engagement, reporting, and operational performance. You will be critical to our client retention and commercial growth 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:*** Acts as the window into CWAN for our clients, ensuring that CWAN is meeting and exceeding our clients’ expectations.* Understand your client’s strategic priorities and activate CWAN resources across sales, products, and operations in support* Ensures client engagement from the daily user to the decision-maker level of the client.* Plan and oversee 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).* 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.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.