Vice President, Sr. Account Manager

undefined ago • 5 Years + • Account Management • $144,000 PA - $204,000 PA

Job Summary

Job Description

Account Managers are vital members of the Client Services team, overseeing the complete client experience for their assigned portfolio. They are the primary owners of client outcomes, acting as experts in both client needs and Clearwater Analytics' offerings to ensure client success. This role involves close collaboration with onboarding, product support, and technology teams to deliver valuable solutions and a world-class client experience.
Must have:
  • Ensure client BAU activities are in good order and commitments are met.
  • Manage and maintain client profile details in CRM tool.
  • Act as an escalation point and subject matter expert for client issues.
  • Work closely with client onboarding, product support, and technology teams.
  • Provide consultation on workflows and identify expansion opportunities.
  • Proactively monitor client health via scorecards and develop remediation plans.
  • Conduct quarterly meetings with clients to obtain satisfaction feedback.
  • Ensure clients meet goals with Clearwater Analytics and are referenceable.
Perks:
  • Health insurance
  • Vision insurance
  • Dental insurance
  • 401(k)
  • PTO
  • Parental leave
  • Medical leave
  • STD/LTD insurance benefits

Job Details

Account managers are critical members of the Client Services team. Account managers are responsible for the end-to-end client experience for the book of clients assigned to them. Account managers are the ultimate owners of the client and responsible for their outcomes. They are both client experts and Clearwater Analytics experts to champion their client’s success at Clearwater Analytics. Account managers 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 Clearwater Analytics 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 Clearwater Analytics platform experience
  • 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

Salary Range

$144,000.00-$204,000.00

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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