Job Description
Account Managers are critical members of the Client Services team. Account managers are responsible for the end-to-end client experience for the book of clients assigned to them. Account managers are the ultimate owners of the client and responsible for their outcomes. They are both client experts and Clearwater Analytics experts to champion their clients’ success at Clearwater Analytics. 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.
What You'll Do
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 AUM, strategy, assets traded, end-to-end functions utilized, key stakeholders and third-party relationships
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