Top Customer Success & Experience Jobs

Provides operational and client support for investment accounting and financial reporting inquiries. Responsibilities include managing client requests, validating investment data, reconciling transactions, completing account setup and compliance tasks, prioritizing workflow, documenting solutions, collaborating across teams, and supporting long-term projects. The role also builds client relationships and assists with training junior team members.

Provide operational and client relationship support for investment accounting software users. Responsibilities include managing investment and accounting inquiries, delivering financial reporting information, completing account setup and reconciliation tasks, validating investment data, resolving complex issues, prioritizing workflow, collaborating on projects, and training junior staff. The role requires strong investment accounting knowledge, financial markets familiarity, communication skills, attention to detail, organization, and problem-solving abilities.

Supports onboarding of new clients onto a SaaS platform by assessing requirements, customizing solutions, managing stakeholder relationships, conducting training, troubleshooting issues, communicating project risks, and providing implementation consulting. The role applies accounting, compliance, financial markets, reporting, analytical, documentation, and communication skills to ensure successful client implementation.

Manage relationships with institutional investment clients, resolve enquiries, support investment accounting and reporting needs, validate financial data, reconcile transactions, and handle account setup, compliance, and operational tasks. The role requires strong communication, organization, attention to detail, problem-solving, and German and English fluency while supporting clients on Clearwater’s SaaS platform.

Lead end-to-end client onboarding for Clearwater’s investment management SaaS platform. Configure solutions, conduct training, troubleshoot issues, manage stakeholder communications, coordinate internal teams, identify implementation risks, and ensure project milestones are met. The role supports institutional investment clients across accounting, compliance, performance, risk, and reporting workflows while acting as a consultative implementation partner.

Lead end-to-end onboarding of institutional investment clients onto Clearwater’s SaaS platform. Configure tailored solutions, deliver client training, troubleshoot issues, manage stakeholder communications, track milestones, and escalate implementation risks. Partner with internal teams across accounting, compliance, performance, risk, and reporting to ensure successful project delivery and help clients realize the platform’s value.

Manage relationships with institutional investment clients, resolve enquiries, validate investment and accounting data, support reporting, perform account setup and reconciliation tasks, and contribute to client and team projects. The role requires clear communication, attention to detail, problem-solving, and German and English fluency. It is designed for recent graduates interested in investment operations and fintech.

Leads a DACH client servicing team, overseeing work allocation, quality, coaching, performance reviews, and career development. Tracks client and team metrics including NPS, CSAT, SLAs, retention, churn, margins, and attrition. Manages client escalations, SteerCos, relationship reviews, onboarding transitions, and partnerships with product, development, and sales teams to improve scalable servicing processes and tooling.

Provide expert client servicing for complex investment accounting and reporting needs. Translate client requirements into Clearwater system configurations, process designs, implementation materials, training, and SOPs. Resolve inquiries and escalations, manage projects, coordinate resources, advise executive stakeholders, mentor colleagues, and improve scalable processes supporting client onboarding and ongoing platform use.

Manage relationships with institutional investment clients across the DACH region, resolving queries related to investment accounting, reporting, analytics, and financial markets. Validate investment data, reconcile transactions, perform account setup and compliance tasks, and prioritize work against quality and productivity metrics. The role also involves client projects, commercial awareness, and mentoring junior colleagues.