Service Delivery Manager

1 day ago

Noida, Uttar Pradesh, India Clearwater Analytics (CWAN) Full time

Job Summary:
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:

  • 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.
  • Coordinate and execute resolution of service incidents and escalation of technical issues.
  • Manages Client Engagement Model & client health reporting, including planning and leading remote and in-person client engagement meetings and driving platform usage.
  • Provides client training on best practices around daily operational & trading support using Clearwater and advises how to leverage new features and enhancements.
  • Develops client relationships and expands network at those organizations, understanding client business and product needs.
  • Provides guidance and mentorship to Analysts in the team.

Required Skills:

  • Working knowledge of financial services and investment accounting.
  • Working knowledge of structured products, derivatives, fixed-income securities, etc. Preferred.
  • Self-starter who proactively seeks out solutions and expertise.
  • Able to execute in a fast paced and sometimes ambiguous environment.
  • Strong 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 relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.
  • 3+ years of relevant experience.

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