Service Delivery Manager

Service Delivery Managers are responsible for establishing, maintaining, and managing strong relationships with Clearwater’s clients, serving as the main point of contact, and ensuring ongoing client engagement**,** from the daily user to decision maker level. They are viewed by our clients as trusted advisors, solving complex investment reporting and portfolio accounting challenges, and acting as a strong internal advocate on their behalf. By maintaining knowledge of product enhancements and the changing investment accounting industry, they play a crucial role providing valuable insights to empower our clients to optimize their investment operations, ensuring client satisfaction and driving business growth. **Responsibilities:** - Plans and oversees the fulfillment of accurate daily reporting support and service for clients, ensuring quality service, adherence to SLAs, and operational performance in line with SOPs. - Coordinate and execute resolution of service incidents and escalation of technical issues. - Manages Client Engagement Model & client health reporting, including planning and leading remote and in-person client engagement meetings and driving platform usage. - Provides client training on best practices around daily operational & trading support using Clearwater and advises how to leverage new features and enhancements. - Develops client relationships and expands network at those organizations, understanding client business and product needs. - Provides guidance and mentorship to Analysts in the team. **Required Skills:** - Working knowledge of financial services and investment accounting. - Working knowledge of structured products, derivatives, fixed-income securities, etc. Preferred. - Self-starter who proactively seeks out solutions and expertise. - Able to execute in a fast-paced and sometimes ambiguous environment. - Strong computer skills, including proficiency in Microsoft Office. - Excellent attention to detail and strong documentation skills. - Outstanding verbal and written communication skills. - Strong organizational and interpersonal skills. - Exceptional problem-solving abilities. **Education and Experience:** - Bachelor's degree in accounting or similar field, or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations. - 3+ years of relevant experience.