Clearwater Analytics (CWAN) · 1 day ago
Service Delivery Manager
Boise, ID
Full-time
Onsite
Senior Level
5+ years expClearwater Analytics is seeking a Service Delivery Manager who will establish and maintain strong relationships with clients in the financial services sector. This role involves managing daily client engagement, reporting, and operational performance to ensure client retention and satisfaction.
AccountingAnalyticsData IntegrationInsurTech
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 analysts
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
Qualification
Required
Working knowledge of financial services and investment accounting
Self-starter 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
Bachelor's degree in accounting or similar field or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations
5+ Years of experience
Preferred
Working knowledge of structured products, derivatives, fixed-income securities, etc
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