Sr. Service Delivery Manager

A career as an Account Manager at Clearwater Enfusionwill provide you with the opportunity to establish and maintain strong relationships with some of the industry’s leading hedge funds. Account managers are responsible for the end-to-end experience as you manage daily client engagement and operational performance.  Account managers are the ultimate owners of the client and responsible for their outcomes. You will be critical to client retention and growth while utilizing your financial services and strong relationship management background. 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. 

Responsibilities 

• 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 client health, risk / remediation plans and key client attributes. 

• 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  

• 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 

• Be an advocate for your clients 

 
Required Skills: 

• Working knowledge of financial services and investment lifecycle 

• Working knowledge of structured products, derivatives, fixed-income securities, etc. 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 

• Up to 10% travel required 

Education and Experience 

• 5+ years of relevant investment industry experience (preferably at hedge fund, buy-side, sell-side, admin, custodian or FinTech competitor) 

• Bachelor's degree in accounting, finance or similar field or STEM degree with relevant work experience