Top Customer Success Jobs

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 and reporting; handle inquiries, validate and reconcile investment data, complete account and compliance tasks, use internal tools and market data, manage workflow metrics, resolve complex queries, and coach junior staff.

Client Servicing Team Lead manages a team, focusing on client success, employee engagement, performance metrics, and operational excellence. They ensure quality delivery, lead performance reviews, build client relationships, and drive process improvements.

Provide operational support and relationship management for global clients, answering investment and accounting queries, validating data, performing account operations, managing workflows to quality metrics, collaborating on projects, and training junior team members.

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.

Provide client-facing operational support for investment accounting and reporting. Manage inquiries, validate investment data, complete account setup and reconciliation tasks, collaborate with internal teams, prioritize work by metrics, and assist in training junior staff to ensure timely, accurate client outcomes.

Manage client engagement, reporting, and operational performance for financial services clients. Ensure service delivery quality, oversee reporting cadence, mentor analysts, resolve client inquiries, provide training, drive client retention, identify expansion opportunities, and gather feedback to improve operations and product offerings.