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Service Delivery Manager

Job in Boise, Ada County, Idaho, 83708, USA
Listing for: Clearwater Analytics (CWAN)
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below

4 days ago Be among the first 25 applicants

Job Summary

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 as you manage daily client engagement, reporting, and operational performance. You will be critical to our client retention 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
  • Plan and oversee the fulfillment of accurate daily/monthly/quarterly/annual reporting support and service for clients.
  • Manage Client Engagement Model & client health reporting.
  • Ensure quality servicing and operational performance within delivery standards (standard operating procedures).
  • Ensure client engagement from daily user to decision‑maker level.
  • 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 at client organizations, understanding client business and product needs.
  • Strategic plan service delivery to drive usage and proactively support to reduce client downtime and support costs.
  • Collaborate with sales and support groups to demonstrate value of support offered to clients and identify business opportunities for expanded support.
  • Maintain knowledge of product enhancements and changing investments accounting industry.
  • Aggregate client feedback and guide improvements operationally 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 who proactively seeks 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, Fin Tech, Investment Accounting, Financial Services, or Investment Operations.
  • 5+ years of experience.
Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Project Management and Information Technology

Industries

Software Development

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