Service Delivery Manager

clearwater analytics

📍 office - boise united states🕐 1mo ago🔗 workday

Job Description

**Service Delivery Manager** Clearwater Analytics is the fintech platform trusted by the world's largest investment managers, insurers, and asset owners to power their investment accounting and reporting. As a Service Delivery Manager, you'll be the trusted advisor our clients rely on — solving complex portfolio accounting challenges, building lasting relationships, and helping clients get the most out of our platform every day. This is a high-visibility client-facing role with real ownership: you'll manage the full client relationship lifecycle, from daily support to strategic engagement, and have a direct hand in driving client satisfaction and retention. **What You'll Do** * Serve as the primary point of contact for a portfolio of clients, from daily users to decision-makers * Own daily reporting service delivery, ensuring SLAs and quality standards are consistently met * Lead resolution of service incidents and escalate technical issues as needed * Drive the Client Engagement Model — leading client health reviews and in-person/remote meetings that increase platform adoption * Train clients on best practices and new product features to maximize their investment operations * Build and expand relationships across client organizations, understanding their evolving business needs * Mentor and support Analysts on the team **Required Skills** * Working knowledge of financial services and investment accounting * Working knowledge of structured products, derivatives, and fixed-income securities is a plus, but not required * 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