Strategic Institutional Client Delivery Lead

Clearwater Analytics; Chicago (IL); On-site; USD 120,000 - 170,000; Full time

Job summary

Clearwater Analytics seeks an Account Service Delivery Manager to be the primary liaison for world-class institutional clients across asset management and insurance. You will own the client relationship, drive service excellence, and use AI-enabled tooling to accelerate issue resolution and scalable improvements.

You will collaborate with Alternatives, Recon, Product, Billing, Sales, and Global Delivery to deliver timely, accurate reporting and deep client delight.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience.
• 5+ years in a client-facing financial services role, ideally investment accounting or institutional servicing.
• Familiarity with AI applications and Salesforce CRM preferred.

Responsibilities

• Serve as the primary day-to-day contact for large institutional clients, managing relationships from daily users to executives.
• Monitor client health, ensure on-time delivery of reporting, and drive risk mitigation and issue resolution.
• Collaborate with cross-functional teams to deliver a seamless, high-quality client experience and identify growth opportunities.
• Lead client reviews, capture feedback, and translate insights into product and process improvements.

Skills

Strong communicator

Client-facing

Ownership mindset

Relationship management

Adaptability

Education

Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience

Tools

Salesforce CRM

AI-enabled tooling

Job description

Clearwater Analytics seeks an Account Service Delivery Manager to be the primary liaison for world-class institutional clients across asset management and insurance. You will own the client relationship, drive service excellence, and use AI-enabled tooling to accelerate issue resolution and scalable improvements.

You will collaborate with Alternatives, Recon, Product, Billing, Sales, and Global Delivery to deliver timely, accurate reporting and deep client delight.