Strategic Client Success Team Lead

Clearwater Analytics; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Clearwater Analytics seeks a Client Servicing Team Lead to guide a team of servicing professionals, drive engagement, and foster a culture of teamwork and accountability.

You will coach team members, participate in strategic planning and hiring decisions, and ensure high-quality service delivery with strong client relationships. The role emphasizes measurable KPIs, ongoing process improvement, and collaboration with product and development teams.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, Mathematics, Sciences, or related field.
• 7+ years of directly applicable experience (reconciliation, accounting, or finance).
• 2+ years demonstrated success in a people manager role.
• Experience delivering measurable KPIs weekly and monthly in prior roles.
• Experience working in the finance or FinTech industry, with knowledge of investment accounting or investment operations preferred.

Responsibilities

• Lead and manage a team of client servicing professionals to maximize engagement.
• Provide guidance, coaching, and performance reviews; support career growth.
• Collaborate with cross-functional teams to optimize processes and drive excellence.
• Develop and track metrics (NPS, CSAT, SLA, retention, churn, etc.).
• Build client relationships and ensure successful daily client servicing operations.

Skills

Leadership

Communication

Organizational skills

Interpersonal skills

Attention to detail

Problem-solving

Education

Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or related field

Tools

Microsoft Excel (VLookUp, SUMIF, Pivot Tables, VBA)

Microsoft Office

Salesforce

Workday

Power BI

Job description

Clearwater Analytics seeks a Client Servicing Team Lead to guide a team of servicing professionals, drive engagement, and foster a culture of teamwork and accountability.

You will coach team members, participate in strategic planning and hiring decisions, and ensure high-quality service delivery with strong client relationships. The role emphasizes measurable KPIs, ongoing process improvement, and collaboration with product and development teams.