Client Servicing Team Lead
Confirmed on the employer's own hiring board on Oct 29, 2026. First seen by Alion on Oct 22, 2026. Clearwater Analytics scores B on the Alion truth index.
Job Summary:
Client Servicing Team Leadsare responsible forleading and managing a team of client servicing professionals, focused on maximizingemployee engagement,and building a culture of teamwork, collaboration, continuous improvement, empowerment, and accountability.They lead from the front and provideguidance, support, and coaching to team members and contribute to strategic planning, hiring decisions, team structure, and succession planning.
They collaborate with cross-functional internal teams to identifyareas for process optimization, implement best practices, and drive operational excellence within the Client Servicing division. They lead from the front by building and maintainingstrong relationships with clients, playing a critical role in daily client success.
Responsibilities :
Monitors the teams’ delivery to the client, allocatingwork, ensuring quality delivery,and providingteam level training or knowledge management where required.
Owns the preparation and execution of regular 1-on-1s and biannual performance management reviews; identifiesand facilitateslearning and career growth opportunities for the team.
Designs, implements, and tracks quantitative and qualitative metrics to measure the success of projects, people, and processes; key success metrics include NPS, CSAT, CEM, SLAdelivery, Retention, ESS, Gross Margin, Client Churn, Automation improvements, and employee attrition.
Leads SteerCosand client relationship reviews, whilst also acting as a confident, knowledgeable,and patient escalation point for any client issues.
Helps build a differentiated offering by strategies with product management and development teams to improve our client offering, operational tooling, supporting sales efforts, develop repeatable and scalable processes.
Ensures the seamless transition of newly onboarded clients into steady-state client servicing operations.
Make use of tooling to monitorand drive team performance (Salesforce, Workday, Power BI, etc.).
Required Skills:
Familiarity with insurance and/or investment management market concepts a plus.
Ability to communicate information clearly, concisely, and confidentlyin written and verbal contexts, including small and large group settings for both internal and external (client-facing) audiences.
Microsoft Excel (VLookUp, SUMIF, Pivot Tables, VBA, etc.).
Strong computer skills, including proficiencyin 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, Finance, Business, Mathematics, Sciences, or related field.
7+ years of directly applicable experience (reconciliation, accounting, or finance).
2+ years demonstratedsuccess in a people manager role.
Experience delivering measurable KPIsweekly and monthly in prior roles.
Experience working in the finance or FinTech industry, with a knowledge of investment accounting or investment operations preferred.