Sr. Service Delivery Manager

1 Month ago • 7 Years + • $102,000 PA - $144,000 PA

Job Summary

Job Description

As a Sr. Service Delivery Manager, you will build and maintain relationships with major insurers, asset managers, and government entities. Your responsibilities will include managing daily client engagement, reporting, and operational performance. You will ensure client retention and leverage your financial services and relationship management background. This role involves managing client engagement, ensuring quality service, providing guidance to analysts, and strategic planning to reduce client downtime. The role also involves collaborating with sales and support groups.
Must have:
  • Working knowledge of financial services and investment accounting.
  • 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.
Good to have:
  • Working knowledge of structured products, derivatives, fixed-income securities, etc.
Perks:
  • Flexible working environment.
  • Team focused culture that promotes innovation and ownership.
  • Access to investment reporting technology and expertise.
  • 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

Salary Range

$102,000.00 - $144,000.00

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.

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About The Company

Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.


Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.


For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.


With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

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