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The role involves improving reconciliation processes, training, project management, and providing expert guidance on data flow and reconciliation tools. Responsibilities include conducting training sessions, ensuring compliance, and leading automation initiatives.

Client Servicing Analysts provide operational support and manage client inquiries about investment accounting, collaborating to enhance client experiences and efficiently resolve issues.

Develop, enhance, and maintain backend applications and services for risk analytics and data processing. Collaborate with product, quant, and engineering teams, participate in design, write tests, troubleshoot issues, support CI/CD and release activities, and document designs and APIs.

Serve as a senior SME for Enfusion Portfolio Management Systems, partnering with clients to design and implement trading/order workflows, configure allocations and commissions, validate trade lifecycle functionality, decompose and reconcile P&L and NMV across asset classes, calculate exposures and monetized Greeks, resolve PMS vs GL discrepancies, and support client implementations and ongoing optimizations.

Lead and manage an implementation team onboarding new clients, ensuring performance management, training, escalation handling, cross-team handovers, process improvements, and coordination across global delivery and operations.

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

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.

Lead enterprise sales growth by prospecting, presenting Clearwater Analytics solutions, negotiating complex deals, managing pipeline in CRM, collaborating with pre-sales and client success, and building long-term client relationships in the investment/FinTech space.

Lead enterprise sales efforts to identify, pursue, and close large insurance and financial clients. Drive prospecting, deliver presentations and demos, negotiate deals, manage pipeline/CRM, collaborate with pre-sales and implementation teams, and maintain long-term client relationships while tracking market trends.

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