Service Delivery Manager

Job Summary :

Service Delivery Managers are responsible for establishing, maintaining, and managing strong relationships with Clearwater's clients, serving as the main point of contact and ensuring ongoing client engagement , from the daily user to decision maker level.

They are viewed by our clients as a trusted advisor, solving complex investment reporting and portfolio accounting challenges, and acting as a strong internal advocate on their behalf. By maintaining knowledge of product enhancements and the changing investment accounting industry, they play a crucial role providing valuable insights to empower our clients to optimize their investment operations, ensuring client satisfaction and driving business growth.

Responsibilities :

• Plans and oversees the fulfillment of accurate daily reporting support and service for clients, ensuring quality servicing, adherence to SLAs, and operational performance in line with SOPs.
• Coordinate and execute resolution of service incidents and escalation of technical issues.
• Manages Client Engagement Model & client health reporting, including planning and leading remote and in-person client engagement meetings and driving platform usage.
• Provides client training on best practices around daily operational & trading support using Clearwater and advises how to leverage new features and enhancements.
• Develops client relationships and expands network at those organizations, understanding client business and product needs.
• Provides guidance and mentorship to Analysts in the team.

Required Skills :

Education and Experience :

Skills Required

Derivatives, Investment Accounting, Microsoft Office, structured products, Financial Services