{"id":3990370,"url":"https://alion.io/job/clearwater-analytics-sr-service-delivery-manager","title":"Sr, Service Delivery Manager","company":{"id":1969767,"name":"Clearwater Analytics","domain":"cwan.com","url":"https://alion.io/company/cwan-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":79,"open_postings":26,"ghost_share":0,"stale_share":0.846,"repost_share":0,"time_to_fill_p50_days":29,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Product","role_family":"Product","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","Chicago, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-09T23:13:14Z","employer_posted_date":"2026-11-09","last_verified_at":"2026-11-12T11:29:20Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"Department: Client Services - Strategic and Large Asset Management (SLAM)\nRole Summary\nThe Account Service Delivery Manager (SDM) is Clearwater’s primary day-to-day point of contact for some of the world’s largest and most sophisticated institutional clients spanning asset management and insurance verticals. You are the face of Clearwater to your clients, and their strongest internal advocate.\nIn this role, client health and client delight are your north star. You own the full client relationship; from the daily platform user to the executive decision-maker ensuring every interaction reflects the quality, responsiveness, and trust that defines the Clearwater experience. You manage client engagement, monitor service health, drive timely resolution of issues, and proactively identify opportunities to deepen the partnership and grow the client’s use of the platform.\nYou will also serve as a trusted advisor on investment operations and platform capabilities, collaborating closely with teams across Alternatives, Recon, Product, Billing, Sales, and Global Delivery to deliver a seamless, high-quality client experience. If you thrive on building relationships, solving complex problems, and making clients feel genuinely supported, this role is built for you.\nYou will also leverage AI-enabled tooling to streamline processing, accelerate issue resolution, and identify scalable improvements across the client servicing model.\nKey Responsibilities\nClient Relationship & Day-to-Day Engagement\nServe as the primary point of contact for your clients owning the relationship from daily users to executive decision-makers and ensuring every touchpoint reflects Clearwater’s commitment to service excellence.\nBuild deep, trust-based relationships with clients, becoming a dependable partner they turn to first for questions, escalations, strategic guidance, and platform adoption.\nRun regular client service reviews and engagement check-ins, maintaining visibility at both the operational and senior stakeholder level.\nOwn client escalations end-to-end coordinating swift, clear resolution across internal teams while keeping clients informed throughout.\nClient Health & Delight\nMonitor and manage overall client health, tracking satisfaction, service delivery quality, and engagement across your portfolio.\nProactively identify risks to client satisfaction or retention and take action before issues escalate.\nEnsure accurate and on-time delivery of daily, monthly, quarterly, and annual reporting and operational services.\nAggregate client feedback and channel insights back to Product, Operations, and leadership to improve the Clearwater offering.\nTrack and report on key service health indicators including client satisfaction scores, service acknowledgement and resolution times, on-time delivery, and revenue retention.\nOperational Delivery\nInvestigate and resolve client inquiries across investment accounting, reporting, reconciliation, platform usage, and operational workflows using Clearwater’s front- and back-office tooling.\nPerform operational activities including account setup, month-end lockdowns, reconciliations, compliance tasks, and investment data validation.\nNavigate complex multi-custodian, multi-portfolio, and multi-currency environments with a sharp focus on data quality and auditability.\nSupport client projects including onboarding, portfolio transitions, custom reporting, and process improvement initiatives.\nGrowth & Continuous Improvement\nIdentify opportunities to expand the client’s use of Clearwater’s platform, collaborating with Sales to support retention and organic growth.\nSpot recurring themes, product gaps, and process inefficiencies; contribute to documentation and scalable best practices.\nStay current on Clearwater product enhancements and industry developments to provide informed, proactive guidance to clients.\nQualifications\nBachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience.\n5+ years in a client-facing financial services role, ideally in investment accounting, reconciliation, or institutional servicing.\nProven track record of owning and growing relationships with large institutional clients.\nStrong communicator - equally comfortable in a daily check-in with an analyst and an executive service review.\nSharp ownership mindset with a genuine instinct for client delight and service excellence.\nComfortable in a fast-paced, high-expectation environment where priorities shift and clients depend on you.\nFamiliarity with AI applications and Salesforce CRM preferred.","description_format":"text","description_chars":4566,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Software & Embedded Finance","Accounting & Tax Software","Financial Data & Market Intelligence"],"lifecycle":[{"event":"open","at":"2026-11-09T23:13:14Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"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":"2026-11-12T07:36:15+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":5}],"liveness":{"score":63,"band":"ok","label":"Likely open","p_open":1,"p_active":0.632,"p_room":1,"age_days":2,"expected_fill_days":29,"reasons":["conf:5","stale_co","velocity","win:early","comp:brand"],"computed_at":"2026-11-12T10:38:37Z"},"pay":null,"html_url":"https://alion.io/job/clearwater-analytics-sr-service-delivery-manager","json_url":"https://alion.io/job/clearwater-analytics-sr-service-delivery-manager.json","meta":{"generated_at":"2026-11-12T15:00:33Z","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":31273,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"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-sr-service-delivery-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"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-sr-service-delivery-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"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-sr-service-delivery-manager"},{"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-sr-service-delivery-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fclearwater-analytics-sr-service-delivery-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3990370}},{"tool":"search_jobs","arguments":{"company":"cwan.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3990370},"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. 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