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REF. 1369955

Service Delivery Manager

Clearwater Analytics, LLC

Service delivery manager in Boise, ID; company with 16 LCAs and 5 PERMs approved in the last 12 months.

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Job description

Job Summary:   A career as a 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 analyst s .     • 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.   • S trong 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 rel evant experience in Investment. Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.   • 5+ 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 • 401k with match   • Work from anywhere 3 weeks out of the year  • Work from home Fridays
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