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Service Delivery Manager

Clearwateranalytics

Office - BoisePosted 5 days agoDirect from company

  • LocationOffice - Boise; Office - Chicago
  • Work typeNot stated
  • EmploymentFull-time
  • Posted22 October 2026
  • SourceClearwateranalytics's careers page (Workday)
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About the role

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 .

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