Top Customer Success & Experience Jobs

Provides operational and client support for investment accounting software users. Handles inquiries involving investment accounting, financial statements, analytics, compliance, reconciliations, and investment data. Builds client relationships, resolves complex issues, manages workflow against quality metrics, supports cross-functional projects, and validates transactions using internal tools and market data. Also assists with training and oversight of 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.

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.

Lead end-to-end client onboarding for Clearwater’s SaaS investment management platform. Configure tailored solutions, deliver client training, troubleshoot implementation issues, coordinate internal teams, manage project milestones, communicate with stakeholders, and identify or escalate risks. The role serves institutional investment clients across the DACH region and requires German and English fluency, financial markets knowledge, investment operations experience, strong analytical skills, and proficiency in Excel and Microsoft Office.

Manage client engagement, reporting, and operational performance for financial services. Develop strong client relationships and ensure quality service delivery, mentoring analysts and coordinating inquiries.

Client Servicing Analysts support and strengthen relationships with clients by addressing inquiries about investment and accounting matters and managing operational tasks.