Clearwater Analytics · 17 hours ago
Service Delivery Manager
Chicago, IL
Full-time
Onsite
Mid, Senior Level
$74K/yr - $96K/yr
5+ years expClearwater Analytics is a company that provides financial services and solutions to various organizations. They are seeking a Service Delivery Manager to establish and maintain relationships with clients, manage daily engagements, and ensure operational performance to support client retention and growth.
AccountingAnalyticsData IntegrationInsurTech
Responsibilities
Acts as the window into CWAN for our clients, ensuring that CWAN is meeting and exceeding our clients’ expectations
Understand your client’s strategic priorities and activate CWAN resources across sales, products, and operations in support
Ensures client engagement from the daily user to the decision-maker level of the client
Plan and oversee 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)
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
Benefits
RSU’s
Company
Clearwater Analytics
Clearwater Analytics is a SaaS company, providing automated investment accounting, performance, and analytics for institutional investors.
1001-5000 employees
H1B Sponsorship
Clearwater Analytics 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
Company data provided by crunchbase