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.
Service Delivery Manager at clearwater analytics | MergeJobs