Service Delivery Manager
Description
Service Delivery Managers are responsible for establishing , maintaining, and managing strong relationships with Clearwater’s clients, serving as the main point of contact and ensuring ongoing client engagement , from the daily user to decision maker level.
They are viewed by our clients as a trusted advisor, solving complex investment reporting and portfolio accounting challenges, and acting as a strong internal advocate on their behalf. By maintaining knowledge of product enhancements and the changing investment accounting industry, they play a crucial role providing valuable insights to empower our clients to optimize their investment operations, ensuring client satisfaction and driving business growth.
Responsibilities:
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Plans and oversees the fulfillment of accurate daily reporting support and service for clients, ensuring quality servicing, adherence to SLAs, and operational performance in line with SOPs .
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Coordinate and execute resolution of service incidents and escalation of technical issues .
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Manages Client Engagement Model & client health reporting, including planning and leading remote and in-person client engagement meetings and driving platform usage .
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Provides client training on best practices around daily operational & trading support using Clearwater and advises how to leverage new features and enhancements .
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Develops client relationships and expands network at those organizations, understanding client business and product needs .
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Provides guidance and mentorship to Analysts in the team .
Required Skills:
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Working knowledge of financial services and investment accounting .
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Working knowledge of structured products, derivatives, fixed-income securities, etc. P referred .
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Self-starter who proactively s eeks out solutions and expertise .
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Able to execute in a fast paced and sometimes ambiguous environment.
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S trong computer skills, including proficiency in Microsoft Office.
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Excellent attention to detail and strong documentation skills.
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Outstanding verbal and written communication skills.
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Strong organizational and interpersonal skills.
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Exceptional problem-solving abilities.
Education and Experience:
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Bachelor's degree in accounting or similar field , or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.
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3+ y ears of relevant experience .