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
* Build and expand relationships across client organizations, understanding
their evolving business needs
* Drive the Client Engagement Model — leading client health reviews and
in-person/remote meetings that increase platform adoption
* Own daily reporting service delivery, ensuring SLAs and quality standards are
consistently met
* Lead resolution of service incidents and escalate technical issues as needed
* Train clients on best practices and new product features to maximize their
investment operations
* Mentor and support Analysts on the team
Required Skills
* Working knowledge of financial services and investment accounting (NAV
calculations, reconciliations, or investment reporting platforms)
* Working knowledge of structured products, derivatives, and fixed-income
securities is a plus, but not required
* Proven ability to build and manage client relationships in a professional
services or account management capacity
* Self-starter who proactively seeks out solutions in a fast-paced, sometimes
ambiguous environment
* Strong documentation and reporting habits, with proficiency in Microsoft
Office
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
Salary Range
$60,000.00 - $85,000.00
This is the pay range the Company believes it will pay for this position at the
time of this posting. Consistent with applicable law, compensation will be
determined based on relevant experience, other job-related
qualifications/skills, and geographic location (to account for comparative cost
of living). The Company reserves the right to modify this pay range at any time.
For this role, benefits include: health/vision/dental insurance, 401(k), PTO,
parental leave, and medical leave, STD/LTD insurance benefits. Clearwater
Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified
applicants will receive consideration for employment without regard to race,
color, religion, sex, sexual orientation, gender identity, national origin,
disability or veteran status, age or any other federally protected class.