Sr. SME/ Account Manager

Account Manager are responsible for the end-to-end client experience for the book of clients assigned to them. They are the ultimate owners of the client and responsible for their outcomes. They are both client experts and CWAN experts to champion their client’s success at CWAN. Account Manage will work closely with client onboarding, product support and technology to deliver value-added solutions and a world-class experience for our clients.

What You’ll Do:

• Ensure client’s BAU activities are in good order and all commitments and deliverables are being met by maintaining and reviewing daily client dashboards and closely monitoring open issues
• Manage and maintain client profile details in a centralized CRM tool which includes AUM, strategy, assets traded, end-to-end functions utilized, key stakeholders and third-party relationships
• Act as an escalation point and subject matter expert for any client issues ensuring accurate, organized and timely resolution
• Work closely with client onboarding, product support and technology teams to deliver cohesive solutions that follow industry and system best practices
• Provide consultation on workflows and identify potential opportunities to expand relationship
• Proactively monitor client health via scorecards and develop remediation plans when necessary
• Conduct quarterly meetings with clients to obtain feedback on overall satisfaction
• Ensure clients are successful in meeting their goals with CWAN and are in a referenceable state

What You’ll Need:

• 5+ years of relevant industry experience (preferably at buy-side, sell-side, admin or competitor) or 3+ years of CWAN platform experience
• Bachelor’s degree required - Finance, Accounting, Economics, Financial Math or related fields is preferred.
• Strong understanding of investment management workflows and operations
• Organized, motivated performer; willing to learn technical and operational competencies
• Ability to cultivate and foster strong relationships with key client stakeholders
• Capable of independently managing clients with effective written and verbal communication
• Strong collaboration & team building skillset
• Ability to manage competing priorities and competent in planning systematically
• Strong problem solver with the ability to break down problems to their core issues and develop pragmatic, workable solutions
• Very strong execution and delivery focus – gets things done

About us

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

Don’t meet every single requirement?

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.