{"id":3223954,"url":"https://alion.io/job/clearwater-analytics-client-servicing-team-lead","title":"Client Servicing Team Lead","company":{"id":1969767,"name":"Clearwater Analytics","domain":"cwan.com","url":"https://alion.io/company/cwan-com","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":77,"open_postings":28,"ghost_share":0,"stale_share":0.929,"repost_share":0,"time_to_fill_p50_days":23,"computed_at":"2026-11-02T06:13:15Z"}},"role":"Management","role_family":"Management","seniority":"lead","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Boise, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":66000,"max_usd":160000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2934},"experience_years_min":7,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Microsoft Office","optional":false},{"name":"Power BI","optional":false}],"status":"live","first_seen_at":"2026-10-22T00:00:00Z","employer_posted_date":"2026-10-22","last_verified_at":"2026-11-02T11:05:12Z","board_verified":true,"closed_at":null,"days_open":11,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":11},"description":"Job Summary:\nClient 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.\nThey 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.\nResponsibilities :\nMonitors the teams’ delivery to the client, allocatingwork, ensuring quality delivery,and providingteam level training or knowledge management where required.\n\nOwns the preparation and execution of regular 1-on-1s and biannual performance management reviews; identifiesand facilitateslearning and career growth opportunities for the team.\n\nDesigns, 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.\n\nLeads SteerCosand client relationship reviews, whilst also acting as a confident, knowledgeable,and patient escalation point for any client issues.\n\nHelps 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.\n\nEnsures the seamless transition of newly onboarded clients into steady-state client servicing operations.\n\nMake use of tooling to monitorand drive team performance (Salesforce, Workday, Power BI, etc.).\n\nRequired Skills:\nFamiliarity with insurance and/or investment management market concepts a plus.\n\nAbility 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.\n\nMicrosoft Excel (VLookUp, SUMIF, Pivot Tables, VBA, etc.).\n\nStrong computer skills, including proficiencyin Microsoft Office.\n\nExcellent attention to detail and strong documentation skills.\n\nOutstanding verbal and written communication skills.\n\nStrong organizational and interpersonal skills.\n\nExceptional problem-solving abilities.\n\nEducation and Experience: \nBachelor’s degree in Accounting, Finance, Business, Mathematics, Sciences, or related field.\n\n7+ years of directly applicable experience (reconciliation, accounting, or finance).\n\n2+ years demonstratedsuccess in a people manager role.\n\nExperience delivering measurable KPIsweekly and monthly in prior roles.\n\nExperience working in the finance or FinTech industry, with a knowledge of investment accounting or investment operations preferred.","description_format":"text","description_chars":3095,"description_truncated":false,"requirements":{"experience_years_min":7,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Growth opportunities"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Software & Embedded Finance","Accounting & Tax Software","Financial Data & Market Intelligence"],"lifecycle":[{"event":"open","at":"2026-10-25T04:40:00Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 43 · green card filings: 9","filings_12m":43,"filings_prev_12m":21,"green_card_filings_12m":9,"median_offered_wage_usd":129231,"route":null,"cap_exempt":false,"checked_at":"2026-10-29T16:27:21+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":57,"band":"ok","label":"Likely open","p_open":1,"p_active":0.629,"p_room":0.9,"age_days":11,"expected_fill_days":23,"reasons":["conf:5","stale_co","velocity","win:mid","comp:brand"],"computed_at":"2026-11-02T06:13:15Z"},"pay":null,"html_url":"https://alion.io/job/clearwater-analytics-client-servicing-team-lead","json_url":"https://alion.io/job/clearwater-analytics-client-servicing-team-lead.json","meta":{"generated_at":"2026-11-02T18:59:59Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":26456,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-03T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1969767},"rest":"https://alion.io/mcp/rest/get_company?id=1969767"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fclearwater-analytics-client-servicing-team-lead"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fclearwater-analytics-client-servicing-team-lead"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fclearwater-analytics-client-servicing-team-lead"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/clearwater-analytics-client-servicing-team-lead\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fclearwater-analytics-client-servicing-team-lead"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3223954}},{"tool":"search_jobs","arguments":{"company":"cwan.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3223954},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}