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Client Servicing Division Lead
$142k-186k (estimate)
Full Time | Investment Management 2 Months Ago
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Clearwater Analytics is Hiring a Client Servicing Division Lead Near Boise, ID

Job Summary:
Client Servicing Division Leads hold leadership roles overseeing multiple teams with a regional or strategic market focus. They are key figures in establishing and nurturing an exceptional client servicing organization, setting a strong example through their unwavering dedication to Clearwater, its personnel, and client success.
These leaders frequently assume the role of executive sponsor for strategic client relationships, earning trust and influence as reliable advisors. They adeptly handle escalations and prioritize critical matters, ensuring the ongoing success of key initiatives.
Responsibilities:
  • Manage multiple teams that span managers and individual contributors.
  • Provide direction on the full talent management lifecycle for your teams where required; including headcount and succession planning, hiring, career development, performance management and compensation reviews.
  • Build a positive culture that encourages teamwork, collaboration, continuous improvement, empowerment, candid feedback, ownership, and accountability.
  • Focus on execution through tracking and driving quantitative and qualitative metrics to measure the success of projects, people, teams, and processes.
  • Help build a differentiated offering by collaborating and strategizing with product management, development, and sales teams. Solicit and share client feedback to create an improved product, operational execution, & drive sales growth.
  • Partner effectively with Global Delivery and other departments to ensure the seamless transition of newly onboarded clients into steady-state client servicing operations.
  • Proactively identify and explore new revenue opportunities within client base to support our strategic and business development goals.
  • Identify, analyze, and prioritize key risk measures around staffing, clients, and operational risk; uses data and managerial judgement to make informed, risk-based decisions where appropriate.
  • Own and drive positive results with key business metrics including ESS, NPS, CSAT and gross margin.
Required Skills:
  • Industry expertise (i.e., insurance, investment management, investment operations).
  • Demonstrated ability to manage multiple teams simultaneously.
  • Ability to lead, inspire and develop team members; including people managers and individual contributors.
  • Ability to lead and influence client and internal leadership discussions regarding contract language, terms and conditions, services, costs drivers, revenue, and gross margin.
  • Prior experience owning and managing strategic client relationships, and leading key projects.
  • Passion, perseverance, and accountability with an innate desire to drive client success.
  • 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 relevant finance or business-related field.
  • 14 years’ relevant experience leading and managing teams.
What we offer:
  • Business casual atmosphere in a flexible working environment
  • Team focused culture that promotes innovation and ownership
  • Access cutting edge investment reporting technology and expertise
  • Defined and undefined career pathways allowing you to grow your own way
  • Competitive medical, dental, vision, and life insurance benefits
  • Maternity and paternity leave
  • Personal Time Off and Volunteer Time Off to give back to the community
  • RSUs as well as employee stock purchase plan and 401k with match
  • Work from anywhere 3 weeks out of the year
  • Work from home Fridays
Compensation Range: $120,000/YR-$204,000/YR Bonus. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, Benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$142k-186k (estimate)

POST DATE

03/22/2024

EXPIRATION DATE

05/08/2024

WEBSITE

clearwater-analytics.com

HEADQUARTERS

BOISE, ID

SIZE

200 - 500

FOUNDED

2004

TYPE

Private

CEO

SANDEEP SAHAI

REVENUE

$50M - $200M

INDUSTRY

Investment Management

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About Clearwater Analytics

Clearwater is a SaaS-based firm that provides investment portfolio accounting, reporting and reconciliation services for institutional investors.

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