Confirmed on the employer's own hiring board on Oct 28, 2026. First seen by Alion on Apr 7, 2026. Clearwater Analytics scores B on the Alion truth index.
Job Summary:
A career as a Service Delivery Manager will provide you with the opportunity to establishand maintain strong relationships with some of the largest insurers, asset managers, corporations and/or government entities as you manage daily client engagement, reporting, and operational performance. You will be critical to our client retention while utilizingyour financial services and strong relationship management background. If you enjoy engaging with both internal and external stakeholders, are energized by working within a high performing team and find value in solving problems for others, you will thrive in this role.
Responsibilities:
Plan and oversees the fulfillment of accuratedaily/monthly/quarterly/annual reporting support and service for clients.
Manages Client Engagement Model & client health reporting.
Ensures quality servicing and operational performance within the parameters of delivery standards (standardoperating procedures).
Ensures client engagement from the daily user to the decision-maker level of the client.
Manages delivery metrics.
Providesguidance and mentorship to analysts.
Providingtraining to clients.
Coordinates and is involved in resolution of daily client inquiries and projects.
Develop client relationships and expands network at those organizations, understanding client business and product needs.
Strategic planning of service delivery to drive usage and proactive in service and support to reduce client downtime and support costs.
Collaborate with sales and support groups to demonstratethe value of support offered to clients and identifybusiness opportunities for expanded support.
Maintain knowledge of product enhancements and the changing investments accounting industry.
Helps aggregate client feedback and providesguidance to improve operationally and expand the product offering.
Required Skills:
Working knowledge of financial servicesand investment accounting.
Working knowledge of structured products, derivatives, fixed-income securities, etc.preferred.
Self-starter proactively seeks out solutions and expertise.
Able to execute in a fast paced and sometimes ambiguous environment.
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 accountingor similar field or relevant experience in Investment. Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.
5+ Years of experience.
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
401k with match
Work from anywhere 3 weeks out of the year
Work from home Fridays

