Hiring: Client Servicing Team Lead Company: Clearwater Analytics Location: Boise, ID Job Posted Time: 2026-09-17 09:30:14 Target Skills & Keywords : Microsoft Excel, Microsoft Office, Product Management, Salesforce, Workday About the job Experience: •7+ years of directly applicable experience (reconciliation, accounting, or finance). •2+ years demonstrated success in a people manager role. Required Skills: •They collaborate with cross-functional internal teams to identify areas for process optimization, implement best practices, and drive operational excellence within the Client Servicing division. They lead from the front by building and maintaining strong relationships with clients, playing a critical role in daily client success. •Monitors the teams’ delivery to the client, allocating work, ensuring quality delivery, and providing team level training or knowledge management where required. •Owns the preparation and execution of regular 1-on-1s and biannual performance management reviews; identifies and facilitates learning and career growth opportunities for the team. •Designs, implements, and tracks quantitative and qualitative metrics to measure the success of projects, people, and processes; key success metrics include NPS, CSAT, CEM, SLA delivery, Retention, ESS, Gross Margin, Client Churn, Automation improvements, and employee attrition. •Leads SteerCos and client relationship reviews, whilst also acting as a confident, knowledgeable, and patient escalation point for any client issues. •Helps build a differentiated offering by strategies with product management and development teams to improve our client offering, operational tooling, supporting sales efforts, develop repeatable and scalable processes. •Ensures the seamless transition of newly onboarded clients into steady-state client servicing operations. •Make use of tooling to monitor and drive team performance. Qualifications: •Bachelor’s degree in Accounting, Finance, Business, Mathematics, Sciences, or related field. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!