Sr. Service Delivery Manager

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

Benefits offered by this job

Health, vision and dental insurance

401(k)

PTO

Parental leave and medical leave

STD/LTD insurance benefits

Job summary

Clearwater Analytics, LLC is seeking an Account Manager to build and sustain relationships with leading hedge funds. You will own the end-to-end client experience, managing daily engagement and operational performance.

You will collaborate with onboarding, product support and technology to deliver value-added solutions and drive client retention and growth. The role requires strong financial services knowledge, excellent communication, and the ability to manage multiple priorities.

Qualifications

• 5+ years of relevant investment industry experience (preferably hedge funds, buy-side, sell-side, admin, custodian or FinTech competitor).
• Bachelor’s degree in accounting, finance or similar field or STEM degree with relevant work experience.

Responsibilities

• Ensure client’s BAU activities are in good order and all commitments and deliverables are being met by maintaining and reviewing daily client dashboards and closely monitoring open issues.
• Manage and maintain client profile details in a centralized CRM tool which includes client health, risk / remediation plans and key client attributes.
• Act as an escalation point and subject matter expert for any client issues ensuring accurate, organized and timely resolution.
• Work closely with client onboarding, product support and technology teams to deliver cohesive solutions that follow industry and system best practices.
• Provide consultation on workflows and identify potential opportunities to expand relationship.
• Conduct quarterly meetings with clients to obtain feedback on overall satisfaction.
• Ensure clients are successful in meeting their goals with Clearwater Analytics and are in a referenceable state.
• Be an advocate for your clients.

Education

Bachelor’s degree in accounting, finance or similar field or STEM degree with relevant work experience

Job description

A career as an Account Manager at Clearwater Enfusion will provide you with the opportunity to establish and maintain strong relationships with some of the industry’s leading hedge funds. Account managers are responsible for the end-to-end experience as you manage daily client engagement and operational performance. Account managers are the ultimate owners of the client and responsible for their outcomes. You will be critical to client retention and growth while utilizing your financial services and strong relationship management background. Account managers will work closely with client onboarding, product support and technology to deliver value-added solutions and a world-class experience for our clients.

Responsibilities

• Ensure client’s BAU activities are in good order and all commitments and deliverables are being met by maintaining and reviewing daily client dashboards and closely monitoring open issues.
• Manage and maintain client profile details in a centralized CRM tool which includes client health, risk / remediation plans and key client attributes.
• Act as an escalation point and subject matter expert for any client issues ensuring accurate, organized and timely resolution.
• Work closely with client onboarding, product support and technology teams to deliver cohesive solutions that follow industry and system best practices.
• Provide consultation on workflows and identify potential opportunities to expand relationship.
• Conduct quarterly meetings with clients to obtain feedback on overall satisfaction.
• Ensure clients are successful in meeting their goals with Clearwater Analytics and are in a referenceable state.
• Be an advocate for your clients.

Required Skills

• Working knowledge of financial services and investment lifecycle.
• Working knowledge of structured products, derivatives, fixed‑income securities, etc. preferred.
• Strong understanding of investment management workflows and operations.
• Organized, motivated performer; willing to learn technical and operational competencies.
• Ability to cultivate and foster strong relationships with key client stakeholders.
• Capable of independently managing clients with effective written and verbal communication.
• Strong collaboration and team building skillset.
• Ability to manage competing priorities and competent in planning systematically.
• Strong problem solver with the ability to break down problems to their core issues and develop pragmatic, workable solutions.
• Very strong execution and delivery focus – gets things done.
• Up to 10% travel required.

Education and Experience

5+ years of relevant investment industry experience (preferably at hedge fund, buy-side, sell-side, admin, custodian or FinTech competitor). Bachelor’s degree in accounting, finance or similar field or STEM degree with relevant work experience.

Salary Range $85,000.00 - $120,000.00. This 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.

Benefits

• Health, vision and 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.