Client Servicing Team Lead

Clearwater Analytics

. Lead and manage a team of client servicing professionals .

Posted 11/10/2026full-timeUnited StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong leadership in managing client servicing teams, focusing on employee engagement, operational excellence, and strategic planning. Proficient in utilizing metrics to drive performance and enhance client relationships in the finance or FinTech industry.

Highest-signal resume keywords

Team LeadershipClient Relationship ManagementPerformance Metrics TrackingFinance Industry ExperienceMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

ReconciliationAccountingFinanceInvestment AccountingKPI DeliveryQuantitative Metrics DesignProcess OptimizationDocumentation SkillsVLOOKUPVBA

Soft Skills

Communication SkillsOrganizational SkillsInterpersonal SkillsProblem-Solving AbilitiesAttention to Detail

Tools & Technologies

SalesforceWorkdayPower BIMicrosoft Office

Industry Keywords

FinTechInvestment OperationsInsurance Market ConceptsClient SuccessEmployee Engagement

Tech Stack

Tools & technologies

VBA

About the role

Key responsibilities & impact

Lead and manage a team of client servicing professionals
Maximize employee engagement and build a culture of teamwork, collaboration, continuous improvement, empowerment, and accountability
Provide guidance, support, and coaching to team members
Contribute to strategic planning, hiring decisions, team structure, and succession planning
Collaborate with cross-functional internal teams to identify process optimization opportunities, implement best practices, and drive operational excellence
Build and maintain strong client relationships and contribute to daily client success
Monitor team delivery to clients, allocate work, ensure quality delivery, and provide team-level training or knowledge management
Prepare and execute regular one-on-ones and biannual performance management reviews
Identify and facilitate learning and career growth opportunities
Design, implement, and track quantitative and qualitative metrics for projects, people, and processes, including NPS, CSAT, CEM, SLA delivery, retention, ESS, gross margin, client churn, automation improvements, and employee attrition
Lead SteerCos and client relationship reviews and act as an escalation point for client issues
Work with product management and development teams to improve client offerings, operational tooling, sales support, and scalable processes
Ensure seamless transition of newly onboarded clients into steady-state client servicing operations
Use Salesforce, Workday, Power BI, and other tooling to monitor and drive team performance

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, Business, Mathematics, Sciences, or related field
7+ years of directly applicable experience in reconciliation, accounting, or finance
2+ years of demonstrated success in a people manager role
Experience delivering measurable KPIs weekly and monthly in prior roles
Experience working in the finance or FinTech industry
Knowledge of investment accounting or investment operations preferred
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 internal and external audiences
Microsoft Excel proficiency, including VLOOKUP, SUMIF, Pivot Tables, and VBA
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