Senior Relationship Manager - Asset Owners

As a Senior Relationship Manager at Clearwater Analytics, you will play a pivotal role in building and nurturing strategic partnerships with our asset owner clients. Your primary focus will be to ensure that clients receive exceptional service and realize the full value of our innovative analytics solutions. Acting as a trusted advisor, you will help clients leverage our platform to its fullest potential while identifying opportunities for growth and expansion of our services. This position demands a proactive, client-centric mentality and the capability to communicate complex ideas clearly and effectively.

Key Responsibilities:

• Client Relationship Management: Develop and maintain robust relationships with assigned asset owners to ensure high levels of satisfaction and engagement, acting as their primary liaison with Clearwater Analytics.
• Client Advocacy: Serve as the main point of contact for client inquiries, promptly addressing concerns and providing effective solutions to enhance their experience and satisfaction.
• Regular Engagement: Conduct regular check-ins and comprehensive business reviews with clients to assess evolving needs and gather insights and feedback on our products and services.
• Cross-Functional Collaboration: Partner with internal teams, including sales, product development, and customer support, to respond to client needs and advocate for their interests within the organization.
• Growth Initiatives: Identify and pursue opportunities for upselling and cross-selling additional products and services to maximize client value and drive revenue growth.
• Performance Monitoring: Monitor client account performance and usage metrics proactively, addressing potential issues before they arise to ensure smooth operations.
• Client Training and Onboarding: Provide training and onboarding for new clients, enabling them to effectively utilize Clearwater’s solutions and fully leverage the platform’s capabilities.
• Industry Insights: Stay informed about industry trends, the competitive landscape, and best practices, sharing valuable insights that can assist clients in making informed decisions.
• Representation and Networking: Participate in industry events, conferences, and webinars to expand your professional knowledge and represent Clearwater Analytics effectively to prospective and existing clients.

Qualifications:

• Bachelor’s degree in Finance, Business Administration, or a related field.
• 10+ years of relevant experience in client relationship management, account management, or a similar role, ideally within the financial services or asset owner sector.
• Strong understanding of investment accounting, insurance financial reporting, and portfolio management principles is essential.
• Exceptional communication and interpersonal skills, with a proven ability to build rapport and trust with diverse clients.
• Demonstrated problem-solving skills, coupled with a proactive approach to client service and engagement.
• Ability to manage multiple client accounts and competing priorities effectively in a dynamic, fast-paced environment.
• Willingness to travel for client meetings, industry events, and networking opportunities.

What we offer:

• A business casual atmosphere in a flexible working environment
• A team-focused culture that promotes innovation and ownership
• Access to cutting-edge investment reporting technology and expertise tailored for the market
• RSUs and an employee stock purchase plan
• Paid time off (PTO) and volunteer time off to give back to the community
• Defined and undefined career pathways allowing you to grow your own way
• The opportunity to work from anywhere for 3 weeks out of the year
• Maternity and paternity leave
• Work from home Fridays