Sr. Associate, Account Manager

Account managers are critical members of the Client Services team. Account managers are responsible for the end-to-end client experience for the book of clients assigned to them.  Account managers are the ultimate owners of the client and responsible for their outcomes. They are both client experts and Clearwater Analytics experts to champion their client’s success at Clearwater Analytics. Account managers will work closely with client onboarding, product support and technology to deliver value-added solutions and a world-class experience for our clients.

What You'll Do

• Ensure client’s BAU activities are in good order and all commitments and deliverables are being met by maintaining and reviewing daily client dashboards and closely monitoring open issues

• Manage and maintain client profile details in a centralized CRM tool which includes AUM, strategy, assets traded, end-to-end functions utilized, key stakeholders and third-party relationships

• Act as an escalation point and subject matter expert for any client issues ensuring accurate, organized and timely resolution

• Work closely with client onboarding, product support and technology teams to deliver cohesive solutions that follow industry and system best practices 

• Provide consultation on workflows and identify potential opportunities to expand relationship 

• Proactively monitor client health via scorecards and develop remediation plans when necessary

• Conduct quarterly meetings with clients to obtain feedback on overall satisfaction

• Ensure clients are successful in meeting their goals with Clearwater Analytics and are in a referenceable state

What You'll Need

• 4+ years of relevant industry experience (preferably at buy-side, sell-side, admin or competitor) or 2+ years of Clearwater Analytics platform experience

• Strong understanding of investment management workflows and operations

• Organized, motivated performer; willing to learn technical and operational competencies

• Ability to cultivate and foster strong relationships with key client stakeholders

• Capable of independently managing clients with effective written and verbal communication

• Strong collaboration & team building skillset

• Ability to manage competing priorities and competent in planning systematically

• Strong problem solver with the ability to break down problems to their core issues and develop pragmatic, workable solutions

• Very strong execution and delivery focus – gets things done

Salary Range

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.