Sr. Account Manager

Clearwater Analytics (CWAN); Chicago (IL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics is seeking an Account Service Delivery Manager in Chicago to lead client engagement, reporting, and operational performance across large government and corporate accounts. You will coordinate resources across sales, product, and operations to meet client priorities and drive retention and growth.

Responsibilities include planning and overseeing daily/monthly/quarterly reporting, managing client health metrics, mentoring analysts, and building strong relationships with key

Qualifications

• Bachelor's degree in accounting or related field or equivalent finance experience.
• 5+ years of experience in investment accounting, financial services, or related field.
• Strong communication and relationship management skills.
• Proactive self-starter with ability to work in fast-paced, ambiguous environments.
• Proficiency in Microsoft Office and data reporting.

Responsibilities

• Act as CWAN window for clients and manage expectations.
• Coordinate cross-functional resources across sales, products, and operations.
• Plan and oversee reporting for clients (daily/monthly/quarterly/annual).
• Manage client engagement model and client health reporting.
• Ensure quality servicing within SOPs and monitor delivery metrics.
• Provide guidance to analysts and train clients.
• Develop client relationships and expand network.
• Collaborate with sales and support to demonstrate value and identify opportunities.
• Stay informed on product enhancements and industry trends.

Skills

Verbal communication

Written communication

Attention to detail

Organizational skills

Interpersonal skills

Problem solving

Microsoft Office

Education

Bachelor's degree in accounting or related field

Tools

Microsoft Office

Job description

A 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 supportEnsures 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.Salary Range$85,000 - $120,000 USD AnnualThis is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.Salary Range$85,000.00 - $120,000.00This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.