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Clearwater Analytics (CWAN) · 4 hours ago

Sr. Account Manager - Client Servicing

New York, NY

Full-time

Onsite

Mid, Senior Level

$120K/yr - $168K/yr

7+ years exp

Clearwater Analytics is a company specializing in investment accounting and reporting solutions, and they are seeking a Sr. Account Manager - Client Servicing. The role involves acting as a liaison between clients and internal teams, translating client business requirements into effective solutions while enhancing product offerings and client onboarding experiences.

AccountingAnalyticsData IntegrationInsurTech

Responsibilities

Translate the client’s business requirements into specific system applications, process design, implementation materials/training and SOPs

Trusted to deliver accurate, timely and thorough responses to any inquiry in both written and verbal contexts, with the ability to simplify multiple complex topics

Effectively communicate and collaborate with a global team to accurately resolve complex problems and client inquiries in their area of specialism, as well as broader financial or accounting topics

Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes

Spread your knowledge by regularly providing mentorship/training, as well as designing and implementing training materials and SOPs

Proactively work towards continuous improvement of processes, procedures, tools and resources within the team

Manage and consistently complete assigned projects and coordinate necessary resources

Key contributor for knowledge base and SOP documentation, leading efforts to drive client self-service

Qualification

Investment AccountingMicrosoft OfficeProject ManagementDocumentation SkillsVerbal CommunicationWritten CommunicationOrganizational SkillsInterpersonal SkillsProblem-Solving

Required

Possess deep knowledge in their area of expertise

Broad industry expertise in investment accounting, using skills to contribute to the development of company objectives and principles

Can own multiple projects at a time, achieving goals in creative and effective ways

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 or above in Accounting or Finance-related field, or experience in relevant area of specialization

7+ years' relevant experience

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