A career as an Account Manager at Clearwater Enfusion will provide you with the opportunity to establish and maintain strong relationships with some of the industry’s leading hedge funds. Account managers are responsible for the end-to-end experience as you manage daily client engagement and operational performance. Account managers are the ultimate owners of the client and responsible for their outcomes. You will be critical to client retention and growth while utilizing your financial services and strong relationship management background. Account managers will work closely with client onboarding, product support and technology to deliver value-added solutions and a world-class experience for our clients.
Responsibilities
Ensure client’s BAU activities are in good order and all commitments and deliverables are being met by maintaining and reviewing daily client dashboards and closely monitoring open issues
Manage and maintain client profile details in a centralized CRM tool which includes client health, risk / remediation plans and key client attributes.
Act as an escalation point and subject matter expert for any client issues ensuring accurate, organized and timely resolution
Work closely with client onboarding, product support and technology teams to deliver cohesive solutions that follow industry and system best practices
Provide consultation on workflows and identify potential opportunities to expand relationship
Conduct quarterly meetings with clients to obtain feedback on overall satisfaction
Ensure clients are successful in meeting their goals with Clearwater Analytics and are in a referenceable state
Be an advocate for your clients
Required Skills:
Working knowledge of financial services and investment lifecycle
Working knowledge of structured products, derivatives, fixed-income securities, etc. preferred.
Strong understanding of investment management workflows and operations
Organized, motivated performer; willing to learn technical and operational competencies
Ability to cultivate and foster strong relationships with key client stakeholders
Capable of independently managing clients with effective written and verbal communication
Strong collaboration & team building skillset
Ability to manage competing priorities and competent in planning systematically
Strong problem solver with the ability to break down problems to their core issues and develop pragmatic, workable solutions
Very strong execution and delivery focus – gets things done
Up to 10% travel required
Education and Experience
5+ years of relevant investment industry experience (preferably at hedge fund, buy-side, sell-side, admin, custodian or FinTech competitor)
Bachelor's degree in accounting, finance or similar field or STEM degree with relevant work experience
Salary Range
$85,000.00 - $120,000.00This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
