Subject Matter Expert - Client Servicing
Clearwater Analytics(1 month ago)
About this role
An Account Manager at CWAN is the primary owner of client relationships for an assigned book of accounts, responsible for ensuring clients achieve their desired outcomes with the platform. They serve as client experts and internal advocates, coordinating across onboarding, product support and technology teams to represent client needs and promote long-term satisfaction and retention. The role emphasizes building strong client partnerships and driving measurable client success.
Required Skills
- Client Management
- CRM
- Escalation Management
- Stakeholder Management
- Client Onboarding
- Account Expansion
- Client Health
- Communication
- Problem Solving
- Collaboration
+1 more
Qualifications
- Bachelor's Degree
- Finance (Preferred)
- Accounting (Preferred)
- Economics (Preferred)
- Financial Math (Preferred)
About Clearwater Analytics
clearwateranalytics.comClearwater Analytics is the leading provider of investment accounting software for reporting and reconciliation services for institutional investors.
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