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Clearwater Analytics (CWAN) · 2 days ago

Senior Relationship Manager - Asset Owners

New York, NY

Full-time

Hybrid

Senior Level, Lead/Staff

$144K/yr - $204K/yr

10+ years exp

Clearwater Analytics is a company focused on providing innovative analytics solutions. As a Senior Relationship Manager, you will build and nurture strategic partnerships with asset owner clients, ensuring they receive exceptional service and maximizing the value of Clearwater's platform.

AccountingAnalyticsData IntegrationInsurTech

Responsibilities

Client Relationship Management: Develop and maintain robust relationships with assigned asset owners to ensure high levels of satisfaction and engagement, acting as their primary liaison with Clearwater Analytics

Client Advocacy: Serve as the main point of contact for client inquiries, promptly addressing concerns and providing effective solutions to enhance their experience and satisfaction

Regular Engagement: Conduct regular check-ins and comprehensive business reviews with clients to assess evolving needs and gather insights and feedback on our products and services

Cross-Functional Collaboration: Partner with internal teams, including sales, product development, and customer support, to respond to client needs and advocate for their interests within the organization

Growth Initiatives: Identify and pursue opportunities for upselling and cross-selling additional products and services to maximize client value and drive revenue growth

Performance Monitoring: Monitor client account performance and usage metrics proactively, addressing potential issues before they arise to ensure smooth operations

Client Training and Onboarding: Provide training and onboarding for new clients, enabling them to effectively utilize Clearwater’s solutions and fully leverage the platform’s capabilities

Industry Insights: Stay informed about industry trends, the competitive landscape, and best practices, sharing valuable insights that can assist clients in making informed decisions

Representation and Networking: Participate in industry events, conferences, and webinars to expand your professional knowledge and represent Clearwater Analytics effectively to prospective and existing clients

Qualification

Client Relationship ManagementInvestment AccountingPortfolio ManagementCommunication SkillsProblem-Solving Skills

Required

Bachelor's degree in Finance, Business Administration, or a related field

10+ years of relevant experience in client relationship management, account management, or a similar role, ideally within the financial services or asset owner sector

Strong understanding of investment accounting, insurance financial reporting, and portfolio management principles is essential

Exceptional communication and interpersonal skills, with a proven ability to build rapport and trust with diverse clients

Demonstrated problem-solving skills, coupled with a proactive approach to client service and engagement

Ability to manage multiple client accounts and competing priorities effectively in a dynamic, fast-paced environment

Willingness to travel for client meetings, industry events, and networking opportunities

Benefits

Health/vision/dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance benefits

Company

Clearwater Analytics (CWAN)

Glassdoor3.5

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.

Founded in 2004

Boise, Idaho, USA

1001-5000 employees