Service Delivery Manager

As a Service Delivery Manager at Clearwaters, your role is to establish and maintain strong relationships with clients, serving as the main point of contact and ensuring ongoing client engagement. You will be viewed as a trusted advisor, providing solutions to complex investment reporting and portfolio accounting challenges. Your knowledge of product enhancements and the changing investment accounting industry will empower clients to optimize their investment operations, ensuring client satisfaction and driving business growth. **Key Responsibilities:** - Plan and oversee the fulfillment of accurate daily reporting support and service for clients, ensuring quality servicing, adherence to SLAs, and operational performance in line with SOPs. - Coordinate and execute resolution of service incidents and escalation of technical issues. - Manage Client Engagement Model & client health reporting, including planning and leading remote and in-person client engagement meetings and driving platform usage. - Provide client training on best practices around daily operational & trading support using Clearwater and advise on leveraging new features and enhancements. - Develop client relationships and expand network at those organizations, understanding client business and product needs. - Provide guidance and mentorship to Analysts in the team. **Qualifications Required:** - 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. Clearwaters is a company that values client satisfaction and business growth through the expertise and dedication of its employees. As a Service Delivery Manager, you will play a crucial role in ensuring the success of our clients by providing valuable insights and support in their investment operations. As a Service Delivery Manager at Clearwaters, your role is to establish and maintain strong relationships with clients, serving as the main point of contact and ensuring ongoing client engagement. You will be viewed as a trusted advisor, providing solutions to complex investment reporting and portfolio accounting challenges. Your knowledge of product enhancements and the changing investment accounting industry will empower clients to optimize their investment operations, ensuring client satisfaction and driving business growth. **Key Responsibilities:** - Plan and oversee the fulfillment of accurate daily reporting support and service for clients, ensuring quality servicing, adherence to SLAs, and operational performance in line with SOPs. - Coordinate and execute resolution of service incidents and escalation of technical issues. - Manage Client Engagement Model & client health reporting, including planning and leading remote and in-person client engagement meetings and driving platform usage. - Provide client training on best practices around daily operational & trading support using Clearwater and advise on leveraging new features and enhancements. - Develop client relationships and expand network at those organizations, understanding client business and product needs. - Provide guidance and mentorship to Analysts in the team. **Qualifications Required:** - 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. Clearwaters is a company that values client satisfaction and business growth through the expertise and dedication of its employees. As a Service Delivery Manager, you will play a crucial role in ensuring the success of our clients by providing valuable insights and support in their investment operations.