
Service Delivery Manager
Job Summary:Â
A career as a Service Delivery Manager will provide you with the opportunity toestablish 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 whileutilizing 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. Â
Responsibilities:Â
Plan and oversees the fulfillment ofaccurate daily/monthly/quarterly/annual reporting support and service for clients.Â
Manages Client Engagement Model & client health reporting. Â
Ensures quality servicing and operational performance within the parameters of delivery standards(standard operating procedures). Â
Ensures client engagement from the daily user to the decision-maker level of the client. Â
Managesdeliverymetrics.Â
Provides guidance and mentorship toanalysts. Â
Providing training to clients.Â
Coordinates and is involved in resolution of daily client inquiries and projects.Â
Develop client relationships and expands network at those organizations, understanding client business and product needs. Â
Strategic planning of service delivery to drive usage and proactive in service and support to reduce client downtime and support costs. Â
Collaborate with sales and support groups todemonstrate the value of support offered to clients andidentify business opportunities for expanded support.Â
Maintain knowledge of product enhancements and the changing investments accounting industry. Â
Helps aggregate client feedback andprovides guidance to improve operationally and expand the product offering.Â
Required Skills:Â
Working knowledge of financial services and investmentaccounting. Â
Working knowledge ofstructured products, derivatives, fixed-income securities,etc. preferred.Â
Self-starter proactively seeks out solutions andexpertise.Â
Able to execute in a fast paced and sometimes ambiguous environment.Â
Strong computer skills, includingproficiency in Microsoft Office. Â
Excellent attention to detail and strong documentation skills. Â
Outstanding verbal and written communication skills. Â
Strong organizational and interpersonal skills.Â
Exceptional problem-solving abilities. Â
Education and Experience:Â Â Â
Bachelor's degree in accounting or similar fieldorrelevant experience in Investment. Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.Â
5+Years of experience.Â
Service Delivery Manager · Clearwater Analytics, LLC