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Salary
≈ $100k – $208k per year (Estimated)
Location
In office (Boise)
Seniority
Staff · 5+ years exp
Employment
Full-Time

Confirmed on the employer's own hiring board on Oct 16, 2026. First seen by Alion on Oct 12, 2026.

Overview
Company
Impact
Profile match
Clearwater Analytics is a financial software company headquartered in Boise, Idaho, providing a cloud platform for investment accounting, reporting, reconciliation, risk and portfolio management to institutional investors. Founded in 2004, it serves insurers, asset managers, hedge funds, corporate treasuries, banks and governments, and expanded its front-office capabilities with the Enfusion and Beacon acquisitions in 2025. It hires software development engineers, quantitative developers, product managers, enterprise sales leaders, client servicing associates and service delivery managers in Boise, New York, Chicago, Edinburgh, London and Noida.

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.

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