Sr. Service Delivery Manager

21 Hours ago • 7 Years +

Job Summary

Job Description

As a Sr. Service Delivery Manager, you will build and maintain relationships with major insurers and corporations. Your role will be vital for client retention, utilizing your financial services background. You will manage daily client engagement, reporting, and operational performance. Responsibilities include overseeing reporting support, managing client engagement, ensuring quality service, managing delivery metrics, and providing guidance to analysts. Collaborating with sales and support teams to demonstrate the value of support offered to clients and identify business opportunities is also required.
Must have:
  • Working knowledge of financial services and investment accounting
  • Self-starter proactively seeks out solutions and expertise
  • Strong computer skills with 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.
Good to have:
  • Working knowledge of structured products, derivatives, and fixed-income securities
Perks:
  • Business casual atmosphere and flexible working environment
  • Team focused culture that promotes innovation and ownership
  • Access to cutting edge investment reporting technology
  • Defined and undefined career pathways
  • Competitive medical, dental, vision, and life insurance benefits
  • Maternity and paternity leave
  • Personal Time Off and Volunteer Time Off
  • RSUs as well as employee stock purchase plan and 401k with match
  • Work from anywhere 3 weeks out of the year
  • Work from home Fridays

Job Details

Job Summary: 

A career as a Sr. 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 oversees the fulfillment of accurate daily/monthly/quarterly/annual reporting support and service for clients. 

  • Manages Client Engagement Model & client health reporting.  

  • Ensures quality servicing and operational performance within the parameters of delivery standards (standard operating procedures).  

  • Ensures client engagement from the daily user to the decision-maker level of the client.  

  • Manages delivery metrics. 

  • Provides guidance and mentorship to analysts.  

  • Providing training to clients. 

  • Coordinates and is involved in resolution of daily client inquiries and projects. 

  • Develop client relationships and expands network at those organizations, understanding client business and product needs.  

  • Strategic planning of service delivery to drive usage and proactive in service and support to reduce client downtime and support costs.  

  • Collaborate with sales and support groups to demonstrate the value of support offered to clients and identify business opportunities for expanded support. 

  • Maintain knowledge of product enhancements and the changing investments accounting industry.  

  • Helps aggregate client feedback and provides guidance to improve operationally and expand the 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 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. 

  • 7+ Years of experience. 

What we offer:

  • Business casual atmosphere in a flexible working environment 

  • Team focused culture that promotes innovation and ownership 

  • Access cutting edge investment reporting technology and expertise

  • Defined and undefined career pathways allowing you to grow your own way 

  • Competitive medical, dental, vision, and life insurance benefits

  • Maternity and paternity leave 

  • Personal Time Off and Volunteer Time Off to give back to the community

  • RSUs as well as employee stock purchase plan and 401k with match  

  • Work from anywhere 3 weeks out of the year 

  • Work from home Fridays

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About The Company

Clearwater Analytics is a global industry-leading SaaS solution which automates the entire investment lifecycle. With a single instance, multi-tenant architecture, Clearwater offers award-winning investment portfolio performance reporting, data aggregation, reconciliation, compliance, risk, and order management. Each day, leading insurers, asset managers, corporations, and governments use Clearwater’s trusted data to drive efficient, scalable investing.

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