Clearwater Analytics (CWAN) · 1 day ago
Client Services Team Lead
Boise, ID
Full-time
Onsite
Senior Level
7+ years expClearwater Analytics is seeking a Client Services Team Lead who will be responsible for managing a team of client servicing professionals. The role focuses on maximizing employee engagement, optimizing processes, and ensuring client success through strong relationship management and operational excellence.
AccountingAnalyticsData IntegrationInsurTech
Responsibilities
Monitors the teams’ delivery to the client, allocating work, ensuring quality delivery, and providing team level training or knowledge management where required
Owns the preparation and execution of regular 1-on-1s and biannual performance management reviews; identifies and facilitates learning and career growth opportunities for the team
Designs, implements, and tracks quantitative and qualitative metrics to measure the success of projects, people, and processes; key success metrics include NPS, CSAT, CEM, SLA delivery, Retention, ESS, Gross Margin, Client Churn, Automation improvements, and employee attrition
Leads SteerCos and client relationship reviews, whilst also acting as a confident, knowledgeable, and patient escalation point for any client issues
Helps build a differentiated offering by strategies with product management and development teams to improve our client offering, operational tooling, supporting sales efforts, develop repeatable and scalable processes
Ensures the seamless transition of newly onboarded clients into steady-state client servicing operations
Make use of tooling to monitor and drive team performance (Salesforce, Workday, Power BI, etc.)
Qualification
Required
Familiarity with insurance and/or investment management market concepts a plus
Ability to communicate information clearly, concisely, and confidently in written and verbal contexts, including small and large group settings for both internal and external (client-facing) audiences
Microsoft Excel (VLookUp, SUMIF, Pivot Tables, VBA, etc.)
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
Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or related field
7+ years of directly applicable experience (reconciliation, accounting, or finance)
2+ years demonstrated success in a people manager role
Experience delivering measurable KPIs weekly and monthly in prior roles
Preferred
Experience working in the finance or FinTech industry, with a knowledge of investment accounting or investment operations preferred
Company
Clearwater Analytics (CWAN)
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets.
1001-5000 employees
H1B Sponsorship
Clearwater Analytics (CWAN) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (18)
2024 (17)
2023 (15)
2022 (22)
2021 (11)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$1.97B2025-12-21Private Equity
2025-12-21Acquired
2025-05-12Post Ipo Equity· $261.81M
Leadership Team
Sandeep Sahai
CEO
James Cox
Chief Financial Officer
Recent News
Morningstar.com
2026-01-07
Company data provided by crunchbase