Senior Service Delivery Manager

Clearwater Analytics

. Serve as the primary day-to-day point of contact for institutional clients .

Posted 11/9/2026full-timeUnited StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management within financial services, focusing on investment accounting and reconciliation. Proficient in leveraging AI applications and Salesforce CRM to enhance service delivery and client satisfaction.

Highest-signal resume keywords

Client Relationship ManagementInvestment AccountingReconciliationSalesforce CRMAI Applications

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AccountingReconciliationOperational WorkflowsReportingData ValidationCompliance TasksClient Satisfaction MonitoringService Delivery Quality TrackingProcess ImprovementPortfolio Transitions

Soft Skills

Strong Communication SkillsOwnership MindsetClient Delight FocusAdaptability in Fast-Paced EnvironmentsTrust-Building

Tools & Technologies

Salesforce CRMAI-Enabled Tooling

Industry Keywords

Financial ServicesInstitutional ClientsClient EngagementService Health IndicatorsMulti-Custodian Environments

About the role

Key responsibilities & impact

Serve as the primary day-to-day point of contact for institutional clients
Own client relationships from daily users to executive decision-makers
Build trust-based client relationships and support strategic guidance and platform adoption
Run regular client service reviews and engagement check-ins
Own client escalations end-to-end and coordinate resolution across internal teams
Monitor client health, satisfaction, service delivery quality, and engagement
Identify risks to client satisfaction or retention and take proactive action
Ensure accurate and timely delivery of reporting and operational services
Aggregate client feedback for Product, Operations, and leadership
Track service health indicators including satisfaction, resolution times, on-time delivery, and revenue retention
Investigate and resolve inquiries involving investment accounting, reporting, reconciliation, platform usage, and operational workflows
Perform account setup, month-end lockdowns, reconciliations, compliance tasks, and investment data validation
Navigate multi-custodian, multi-portfolio, and multi-currency environments
Support onboarding, portfolio transitions, custom reporting, and process improvement projects
Identify platform expansion opportunities with Sales to support retention and organic growth
Contribute to documentation, scalable best practices, and process improvements
Provide proactive guidance based on product enhancements and industry developments
Leverage AI-enabled tooling to streamline processing, accelerate issue resolution, and identify scalable improvements

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience
5+ years in a client-facing financial services role, ideally in investment accounting, reconciliation, or institutional servicing
Proven track record of owning and growing relationships with large institutional clients
Strong communication skills with analysts and executive stakeholders
Ownership mindset with focus on client delight and service excellence
Comfortable in a fast-paced, high-expectation environment where priorities shift
Familiarity with AI applications and Salesforce CRM preferred