Top Customer Success & Experience Jobs

Manage client relationships and day-to-day service delivery for financial services clients, ensuring accurate reporting, operational quality, and delivery metrics. Mentor analysts, resolve inquiries, provide client training, drive strategic service plans to reduce downtime and costs, collaborate with sales/support to identify expansion opportunities, and relay product feedback to improve offerings.

Own and grow a book of institutional clients (REITs, corporations, insurers, custody partnerships). Drive retention and commercial growth, lead executive engagement and QBRs, translate investment activity into reporting, oversee service delivery and account health, mentor analysts, and coordinate cross-functional resolution with Sales, Product, and Operations.

Own day-to-day client relationships for large institutional clients, ensure service health and satisfaction, manage escalations, coordinate cross-functional delivery, handle investment accounting and reconciliation issues, support onboarding and projects, and identify growth opportunities while leveraging AI-enabled tooling.

Provide operational client support for investment accounting queries, validate investment data, complete account operations, and resolve complex client issues. Build client relationships, use internal tools and market data to reconcile transactions, manage workflow to meet quality/productivity metrics, support projects, and train and oversee junior team members.

Serve as primary client contact and trusted advisor for Clearwater clients, manage daily reporting and SLA-driven service delivery, resolve incidents and escalations, lead client engagement and training, expand client relationships, mentor analysts, and drive platform adoption and operational improvements.

The Service Delivery Manager manages client engagement in the financial services sector, focusing on relationship management, client training, and operational performance. Responsibilities include overseeing support activities, collaborating with clients, coordinating projects, and enhancing service delivery to improve client satisfaction and reduce operational costs.

Serve as primary client contact for large institutional clients, managing day-to-day engagement, monitoring client health, resolving escalations, and coordinating cross-functional teams. Perform operational tasks (account setup, reconciliations, month-end lockdowns), support onboarding and transitions, drive platform adoption and growth, and funnel feedback to product and operations. Leverage AI tools to streamline processes and improve service delivery.

Own client onboarding to Clearwater's SaaS platform: assess requirements, configure solutions, train users, troubleshoot issues, manage stakeholders, escalate risks, and ensure accurate project communication and documentation.

Provide operational support and relationship management for global clients across investment accounting. Respond to client inquiries about financial statements, reporting, account setup, compliance, and reconciliations. Validate investment data, use internal tools and market data, prioritize work by productivity and quality metrics, handle complex queries, lead projects, and coach junior staff to ensure accurate, timely resolutions and strong client advocacy.

Provide operational support and client relationship management for investment accounting clients. Handle inquiries on financial statements, reconciliations, account setup, compliance, and reporting. Validate investment data, use internal tools and third-party data, manage workflows to meet quality metrics, resolve complex queries, support projects, and coach junior staff.