Senior Client Success Manager - Corporate Treasury

Boise, Idaho, United States · Client Services expand job description ↓


The Clearwater Client Servicing Team is responsible for the success of our clients and committed to being a world-class servicing organization. This effort is successful by being genuinely committed to the client and having a deep understanding and expertise of their needs and challenges. The team is responsible for the implementation of new clients, on-going servicing of existing clients and ensuring that all clients receive an ever-appreciating value from Clearwater. Clearwater’s current servicing team of approximately 150 individuals has consistently received 98+% client satisfaction scores and industry leading Net Promoter Scores (NPS).

Clearwater is seeking candidates with extensive experience and commitment to client success. The role will involve working closely with clients across a range of industries as well as a high degree of collaboration with internal teams and will be located in Boise, ID.


  • Collaborate directly with clients to build and own valuable relationships and ensure their success
  • Manage client inquiries & deliver accurate Financial Statements & Analytics (main contacts include C-Level and other key decision makers at world-renowned companies)
  • Handle complex accounting & finance questions posed by clients
  • Provide client training (including discussions on Accounting, GAAP & GIPS procedures)
  • Reconcile investment transactions & accounting information for client portfolios
  • Manage assigned projects & coordinate necessary resources
  • Proactively seek ways to add value to your team & Clearwater


What we look for:

  • Bachelor’s degree & 3+ years of relevant experience including finance, accounting, investments, enterprise level SaaS client implementation and servicing success
  • Financial Services and Accounting expertise
  • History of working with Excel and other analytical tools (SQL, Access, etc)
  • Commitment to agility, continuous learning, improvement and operational excellence
  • Competitiveness, creativity, curiosity, passion and drive
  • Persuasive, clear and concise communication
  • Outstanding academic and professional achievement


What we offer:

  • Access to cutting edge investment reporting technology and expertise
  • Continual learning and growth opportunities
  • Team focused culture that promotes innovation and ownership
  • Competitive salary and benefits package
  • Business casual atmosphere
  • Brand new office in the heart of downtown Boise
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3+ years of experience in Finance, Accounting, Investments, SaaS Client Implementation?