Account Manager - Asset Management

Clearwater Analytics (CWAN) Account Manager - Asset Management An Hour AgoSaved Hybrid Boise, ID, USA Mid level Mid levelFintech • Software • Financial ServicesOwn relationships with large institutional asset management and insurance clients, serving as their primary contact. Manage client health, service reviews, escalations, operational delivery, reconciliations, reporting, platform adoption, onboarding, and process improvements. Collaborate with internal teams to resolve issues, improve service quality, retain clients, and identify growth opportunities. Use AI-enabled tools to streamline servicing and enhance operational efficiency.Top Skills: Ai-Enabled ToolingClearwater PlatformSalesforce CRM