Top Customer Success Jobs

Service Delivery Managers manage client relationships, ensuring satisfaction and operational performance. They oversee reporting, coordinate issue resolution, and provide client training on investment operations.

The Account Service Delivery Manager engages with clients, ensuring satisfaction and operational performance, while guiding analysts and enhancing client relationships.

Lead and manage a client servicing team to ensure quality delivery, coach and develop staff, own performance reviews, track KPIs (NPS, CSAT, SLAs, retention), handle client escalations, onboard clients, drive process improvements, and collaborate with product and sales using tools like Excel, Power BI, Salesforce, and Workday.

Provide operational client support for investment accounting and reporting, respond to client inquiries, validate investment data, perform account setups and reconciliations, manage workflow to meet quality metrics, collaborate on projects, and coach junior team members.

Lead client onboarding and implementation of the company's SaaS platform. Assess client requirements, customize solutions for accounting, compliance, performance, risk, and reporting. Lead workstreams, train clients, troubleshoot issues, manage stakeholder relationships, escalate risks, and document process/product improvements. Apply investment accounting and SQL knowledge to deliver accurate, timely consultancy and internal training.

Implementation Analysts aid the onboarding of new clients to a SaaS platform, customize solutions, conduct training, and manage relationships throughout the process.

The Client Service Product Support Specialist addresses complex client inquiries for Portfolio Management Systems, provides technical support, collaborates with various teams, and enhances service delivery and training to optimize client satisfaction.

Serve as primary client contact for large institutional clients, manage client health and escalations, deliver operational services (accounting, reconciliation, reporting), run reviews, drive issue resolution, identify growth opportunities, and liaise with Product, Sales, and Operations while leveraging AI tooling to improve service.

Manage client relationships and service delivery for financial services clients, ensuring reporting accuracy, operational performance, client training, issue resolution, and mentoring analysts to drive retention and identify expansion opportunities.

Lead complex, multi-asset client transitions into Clearwater's SaaS platform. Serve as primary liaison across stakeholders, document and standardize transition processes, apply investment accounting knowledge, develop automation and data normalization, mentor team members, lead training and continuous improvement, and ensure SOC 1 compliance throughout onboarding to steady-state reconciliation.