Service Delivery Manager

Service Delivery Manager

Clearwater Analytics, Boise,

Description: A career as a Service Delivery Manager will provide you with the opportunity to establish and maintain strong relationships with some of the largest insurers, asset managers, corporations, and/or government entities while managing daily client engagement, reporting, and operational performance. You will be critical to our client retention by utilizing your financial services expertise 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:

• Plan and oversee the fulfillment of accurate daily, monthly, quarterly, and annual reporting support and service for clients.
• Manage Client Engagement Model & client health reporting.
• Ensure quality servicing and operational performance within delivery standards.
• Engage clients from daily users to decision‑makers.
• Manage delivery metrics.
• Provide guidance and mentorship to analysts.
• Provide training to clients.
• Coordinate and resolve daily client inquiries and projects.
• Develop client relationships and expand network within organizations, understanding client business and product needs.
• Strategically plan service delivery to drive usage and proactively support clients to reduce downtime and support costs.
• Collaborate with sales and support groups to demonstrate the value of support and identify business opportunities for expansion.
• Maintain knowledge of product enhancements and the changing investments accounting industry.
• Aggregate client feedback and provide guidance to improve operations and expand 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 seeking out solutions and expertise.
• Ability 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 accounting, management, insurance, Fin Tech, investment operations, or financial services.
• 5+ years of experience.