Full-Time

Division Lead

Client Servicing

Confirmed live in the last 24 hours

Clearwater Analytics

Clearwater Analytics

1,001-5,000 employees

Cloud-based investment management platform

Enterprise Software
Fintech
Financial Services

Senior, Expert

Boise, ID, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Data Analysis
Requirements
  • Industry expertise (i.e., insurance, investment management, investment operations).
  • Demonstrated ability to manage teams.
  • 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.
  • Bachelor’s degree in relevant finance or business-related field.
  • 9+ years’ overall relevant experience, with several years of experience leading and managing teams.
Responsibilities
  • Manage 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, analyse, 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.

Clearwater Analytics provides a cloud-based platform that helps organizations manage their investment portfolios. The platform serves various clients, including asset managers, corporations, insurers, and public sector entities, by offering tools for compliance, risk management, and performance analytics. Clearwater consolidates investment data into a single view, allowing clients to make informed decisions while automating manual processes like data reconciliation and reporting. This Software-as-a-Service (SaaS) model allows clients to subscribe to the platform, generating recurring revenue for Clearwater based on the assets under management. The technology is well-regarded in the financial industry, known for its transparency and accuracy, and endorsed by major institutions like J.P. Morgan and Transamerica. Clearwater's goal is to simplify investment management, enabling clients to focus on achieving better investment outcomes through accurate, real-time data.

Company Stage

N/A

Total Funding

$705.5M

Headquarters

Boise, Idaho

Founded

2004

Simplify Jobs

Simplify's Take

What believers are saying

  • Clearwater's partnerships with high-profile clients like Franklin Templeton and Pool Re demonstrate its strong market presence and potential for growth.
  • Participation in major investor conferences and consistent financial performance indicate robust business health and promising future prospects.
  • The platform's automation of manual processes allows clients to focus on strategic activities, potentially leading to better investment outcomes and higher client satisfaction.

What critics are saying

  • The competitive landscape in financial technology is intense, requiring Clearwater to continuously innovate to maintain its edge.
  • Dependence on high-profile clients means that losing a major client could significantly impact revenue and market perception.

What makes Clearwater Analytics unique

  • Clearwater Analytics offers a single-instance, multi-tenant architecture that provides a consolidated view of investment data, setting it apart from competitors with fragmented systems.
  • The platform's ability to deliver daily, audit-quality data endorsed by major financial institutions like J.P. Morgan and Transamerica enhances its credibility and reliability.
  • Clearwater's SaaS model ensures a steady stream of recurring revenue, allowing for continuous platform improvements and superior customer support.

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