Service Delivery Manager
clearwater analytics
📍 office - boise united states🕐 1mo ago🔗 workday
Job Description
**Job Summary:**
Service Delivery Managers are responsible for establishing, maintaining, and managing strong relationships with Clearwater’s clients, serving as the main point of contact and ensuring ongoing client engagement**,** from the daily user to decision maker level.
They are viewed by our clients as a trusted advisor, solving complex investment reporting and portfolio accounting challenges, and acting as a strong internal advocate on their behalf. By maintaining knowledge of product enhancements and the changing investment accounting industry, they play a crucial role providing valuable insights to empower our clients to optimize their investment operations, ensuring client satisfaction and driving business growth.
**Responsibilities:**
* Plans and oversees the fulfillment of accurate daily reporting support and service for clients, ensuring quality servicing, adherence to SLAs, and operational performance in line with SOPs.
* Coordinate and execute resolution of service incidents and escalation of technical issues.
* Manages Client Engagement Model & client health reporting, including planning and leading remote and in-person client engagement meetings and driving platform usage.
* Provides client training on best practices around daily operational & trading support using Clearwater and advises how to leverage new features and enhancements.
* Develops client relationships and expands network at those organizations, understanding client business and product needs.
* Provides guidance and mentorship to Analysts in the team.
**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 out 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, FinTech, Investment Accounting, Financial Services, or Investment Operations.
* 3+ years of relevant experience.