Clearwater Analytics (CWAN)

Job Summary: The Program Manager is responsible for identifying and finalizes project/implementation scope. Develops detailed implementation plans including internal, client and third-party resourcing. Manages and coordinates with internal, client and third-party resources to ensure a successful, on-time quality implementation per plan. Generates weekly status reports, holds weekly status meetings with client and project team. Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management. Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team. Manages and reports on budget for implementations. Possess the ability to seek out, recommend, and implement continuous service improvements within the project timeline (and future projects). Leads the transition from Sales team to Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation. Responsibilities: - Identifies and finalizes project/implementation scope. - Develops detailed implementation plans including internal, client and third-party resourcing. - Manages and coordinates with internal, client and third-party resources to ensure a successful, on time and with quality implementation per plan. - Generates weekly status reports, holds weekly status meetings with client and project team. - Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management. - Manage and report on budget for implementation. - Seek out, recommend, and implement continuous service improvements. - Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team. - Be the bridge between various business stakeholders including Client Servicing team, Sales team, and Development team. - Ability to run multiple simultaneous implementations with minimal oversight. Required Skills: - Expert Technical skills in JIRA, Excel, Clarizen and Salesforce. Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise. - Financial Services Experience (Investment, Banking, Insurance, FinTech, etc). - Project manage in a matrix reporting environment. - Investment accounting and reporting knowledge. - Familiarity with Software-as-a-Service (SaaS) platforms and delivery model - Strong computer skills, including proficiency in Microsoft Office. - Excellent attention to detail and strong documentation skills. - Outstanding verbal and written communication skills. - Strong organizational and interpersonal skills. - Exceptional problem-solving abilities. Education and Experience: - Bachelor’s and/or master's in finance or accounting. - 7+ years of relevant project management and implementation experience working with external clients. - Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space. - Consulting experience. - Securities or financial markets experience. - Experience of managing a team essential (7-15 people).

Clearwater is hiring a Presentation Designer to support CEO, executive, client, and sales communications across the business. This role is responsible for turning complex, often unstructured content into clear, high-quality PowerPoint presentations. You will work directly with senior stakeholders to bring clarity, structure, and consistency to how we communicate across the business. This is a hands-on production role. The focus is speed, clarity, and execution. What You’ll Do - Turn rough inputs (notes, emails, drafts, existing slides) into polished executive-ready presentations - Structure complex content into clear, logical flows with strong hierarchy and messaging - Simplify complex topics (investment data, risk, product, workflows) into clean, digestible visuals - Improve clarity and flow without changing core intent - Ensure consistency across presentations in how Clearwater shows up in the market - Build and maintain templates and reusable slide components - Support high-priority deliverables including board materials, client presentations, product launches, and sales narratives - Operate at speed across multiple workstreams with tight timelines What We’re Looking For - 5+ years of presentation design and PowerPoint-heavy production experience - Advanced PowerPoint skills (this role lives in PowerPoint) - Strong storytelling instincts and ability to structure content clearly - Experience working with complex, data-heavy or B2B content - High attention to detail and visual hierarchy - Comfortable working directly with senior stakeholders - Ability to prioritize, simplify, and execute quickly

About Clearwater Analytics Clearwater Analytics (NYSE: CWAN) is a leading provider of SaaS-based investment accounting, performance reporting, and risk analytics. With over $7 trillion in assets on platform, Clearwater serves insurance companies, asset managers, corporations, and government entities worldwide. Our technology-driven approach empowers clients with timely, accurate data and the confidence to make sound investment decisions. Position Summary Clearwater Analytics is seeking an experienced Employment Attorney to join its in-house Legal team. This senior-level role will serve as a primary legal advisor on all employment-related matters across the organization, partnering closely with HR, executive leadership, and business units to navigate complex labor and employment issues in a fast-paced, high-growth technology environment. The ideal candidate brings deep substantive expertise, sound judgment, and a practical, business-oriented mindset. Key Responsibilities - Advise HR and management on a broad range of employment law matters including hiring, performance management, leaves of absence, accommodations, separations, and reductions in force - Draft, review, and negotiate employment agreements, offer letters, separation and severance agreements, NDAs, and independent contractor agreements - Develop, update, and implement employment policies, handbooks, and compliance and training programs to ensure legal compliance and best practices - Manage and oversee employment-related litigation, arbitration, and agency charges (EEOC, NLRB, state agencies), including coordination with outside counsel - Lead internal investigations into employee complaints, including allegations of harassment, discrimination, retaliation, and workplace misconduct - Monitor and advise on federal, state, and local employment law developments and assess impact on company practices across multiple jurisdictions - Partner with People Operations on compensation, benefits, and equity plan matters, ensuring compliance with applicable wage and hour laws - Support M&A due diligence and integration activities from an employment law perspective - Provide training and guidance to HR business partners and managers on employment law topics and risk mitigation strategies - Contribute to the broader Legal team on cross-functional projects and company-wide initiatives Qualifications Required - Juris Doctor (J.D.) from an accredited law school and active bar membership in good standing - 8+ years of employment law experience, with significant in-house counsel experience or a combination of law firm and in-house roles - Deep expertise in federal and state employment laws (Title VII, ADA, FMLA, FLSA, NLRA, and state equivalents) - Demonstrated experience managing employment litigation and agency proceedings - Experience conducting and overseeing workplace investigations - Strong drafting and negotiation skills across a variety of employment-related agreements - Ability to work independently, manage competing priorities, and provide clear, actionable guidance in a dynamic environment - Excellent communication and interpersonal skills with the ability to build trusted relationships across all levels of the organization Preferred - Experience in the technology, financial services, or SaaS industry - Familiarity with employment law considerations in international jurisdictions (UK, India, EU, Hong Kong) - Experience supporting M&A transactions from an employment law perspective - Background advising on equity compensation and executive employment arrangements Boise, ID: $100,000 – $140,000 Washington, DC: $120,000 – $168,000 This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Job Summary: The Lead Recon Associate in Reconciliation demonstrates mastery in their domain and continuously expands their expertise in new reconciliation tools and processes. They identify opportunities to improve accuracy and scalability, offering solutions through collaboration with internal teams, leadership, and external contacts. They are regarded as a trusted advisor and consultant for the reconciliation department, supporting teams with complex tasks and projects to ensure client success. Additionally, they provide ongoing education on technology updates within their domain and often serve as consultants both internally and externally, covering the entire reconciliation process and system flow from aggregation to enrichment and delivery. Responsibilities: Serves as a trainer within their department, conducting 8-10 small group training sessions annually. Ensures quality reconciliation and operational performance, adhering to client expectations and SOC 1 Compliance, and provides support for internal audit queries. Recommends and advises on system improvements, monitors design progress, and prepares design updates for their department. Proactively anticipates challenging assets, conducts research, and provides guidance internally and externally on expected challenges. Leads, advises, and encourages others in automation initiatives, serving as a sought-after resource for the department and reconcilers seeking consultation. Is frequently sought out by the department for recommendations and technical guidance on Recon Tool system problems. Works with clients requiring independent action and a high degree of initiative, handling post-live reconciliation, automation, and process development for any client. Demonstrates awareness of available resources and correctly identifies the appropriate tools for research in projects they are responsible for. Collaborates with management to complete 2-3 projects annually that align with the department's strategic initiatives. Effectively manages assignments within the team, balancing workload, client success, and leadership expectations to deliver on assignments and projects. Is trusted to consistently deliver accurate, timely, and thorough responses to project stakeholders in both written and verbal contexts. Selects, develops, and evaluates projects to improve 2-3 strategic initiatives annually, leveraging Lean Six Sigma practices. Identifies opportunities for improvement and collaborates with stakeholders to implement solutions that positively impact the department. Required Skills: Advanced knowledge in tooling and applications used in their day-to-day work, such as Recon Tool, Confluence, Outlook, Jira, Grafana, ACE, etc. They have an intermediate understanding of all aspects of reconciliation, including the Clearwater End to End data flow and all system interactions related to reconciliation processes. They have vast knowledge of Excel and are skilled in using various functions such as CW excel ribbons, MATCH-MATCH, PIVOT, SUMIF, COUNTIF, INDEX, VLOOKUP, etc. They have intermediate familiarity with Clearwater-specific assumptions and functionality in the industry, making them a trusted advisor for any client inquiry. 2+ years of experience reconciling accounts. Preferably 1+ year in another department or team. Strong computer skills, including proficiency in Microsoft Office. Excellent attention to detail and strong documentation skills. Outstanding verbal and written communication skills. Strong organizational and interpersonal skills. Exceptional problem-solving abilities. Additional Skills to look forPortfolio AccountingInvestment AccountingCash and Asset ReconciliationAsset Manager Cash and Stock Reconciliation and ResearchIncome/FX/Corporate Action Reconciliations , Capital Market.What are bonds, derivative ,fixed income.Corporate Action Events.Education and Experience: Bachelors/master's course in Finance or Accounting or related field. 6+ years of relevant experience.

Job Summary: The Business Development Representative (also known as a Sales Development Representative) engages with stakeholders to address their concerns about investment reporting accuracy and timeliness. Using advanced technology, the representative and their team will proactively reach out to potential customers through phone calls, emails, and LinkedIn. They will gain expertise in sales techniques and utilize company tools like Salesforce, Outreach, LinkedIn Navigator, ZoomInfo, and High Spot to effectively find new prospects and contribute to Clearwater's growth. Responsibilities: - Conduct research and find compelling events to identify customer needs and personalize sales communications. - Source, prepare for and participate in business meetings with prospective clients. - Promote the company’s products/services addressing or predicting clients’ objectives with the goal to increase net new pipeline. - Create and maintain client information in our CRM database. - Collaborate with and become an apprentice to closers in supporting deals as they move through the sales funnel. Required Skills: - Excellent relationship building skills and natural curiosity. - Track record of success in life. - Competitiveness – passion & drive, solid work ethic, motivation. - Ability to be a team player while also making independent decisions. - Strong computer skills, including proficiency in Microsoft Office. - Excellent attention to detail and strong documentation skills. - Outstanding verbal and written communication skills. - Strong organizational and interpersonal skills. - Exceptional problem-solving abilities. Education and Experience: - Bachelor's degree in business administration, finance, accounting and/or another related area. - 1+ years’ successful attainment in a Business Development or Inside Sales role.

Job Description The Professional Services division is responsible for all delivery and projects for clients on our front-back-office asset management platform. From portfolio and order management to performance, risk, and accounting, our solution is a seamless, full investment lifecycle platform that simplifies your processes. As an Associate (Professional Services), you will be required to work with both business experts (senior market finance consultants, managers, risk managers, etc.) and technical experts (R&D team, Delivery & DevOps team, etc.) In the role, you will: Work closely with the R&D team on the quality and functional evolution of the Software Package: - Writing functional specifications and participating in scoping phases - Organize and participate in test campaigns - Writing documentation for business users. Meet the needs of our customers (Asset Management Companies, Family Offices, Private Banks and Insurers), through: - Consulting: assistance and training for business teams. - Parameterization and design: report automation, control parameterization, data transfer, business data control... You will take part in both individual tasks and projects lasting several months, often on our customers' premises and in direct contact with their business teams (managers, middle managers, RCCI, etc.). The unrivalled functional coverage of our solution will enable you to work on a wide range of issues: - Front Office: order placement, decision support... - Middle Office: compliance, market risk monitoring, performance analysis, data management... - Back Office: investment accounting Job Requirements: - Master's degree in a relevant degree area such as: Financial Markets, Financial Engineering, Finance, Economics, Computer Science, Engineering, or Information Systems - Must have good technical skills with languages and tools such as Python, SQL, VBA. - You already have proven professional experience in market finance (this can include intern or apprenticeships). - You are comfortable using advanced Excel - You are rigorous, creative, proactive, autonomous, good at interpersonal relations and a team player. - Fluency in French, German, and English

About CWAN® CWAN® The next-generation platform: bringing together powerful execution, portfolio management, data, accounting, analytics, automated workflows, and real-time multi-asset risk and transparency across the full investment lifecycle. For 20 years, CWAN has helped thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Role Overview: As a Senior Sales Leader on our APAC Sales team, you will play a vital role in expanding our footprint among asset management and insurance companies across the region. You will be responsible for navigating the high-value and complex nature of our enterprise solutions, which often involve long sales cycles and require a consultative selling approach. Your objective will be to exceed sales targets while promoting Clearwater’s comprehensive solutions that enhance operational efficiency and provide insightful analytics for informed decision-making. Key Responsibilities: - Achieve and exceed annual SaaS sales targets for your designated territory, contributing to Clearwater’s growth in the APAC market. - Develop and implement effective territory and account-based sales strategies, collaborating closely with marketing, product, and customer success teams to optimize deal closure. - Lead the entire sales cycle from qualification to contract negotiation, utilizing the MEDDIC sales methodology to ensure robust qualification and value demonstration through executive presentations, ROI analysis, and tailored proposals. - Maintain an accurate and comprehensive sales pipeline in Salesforce, diligently tracking all opportunities to forecast new revenue accurately. - Manage and nurture relationships with client and prospects, ensuring high levels of customer satisfaction and retention within the context of complex, high-value enterprise solutions. - Identify opportunities for upselling and cross-selling Clearwater’s full suite of solutions—including order management, portfolio management, risk management, performance analytics, reporting, accounting, and advanced AI capabilities—within your existing accounts to drive additional revenue and enhance client value. - Proactively pursue new business opportunities within a defined list of international target clients, leveraging your network and market insights to navigate the intricate sales processes typical for enterprise-level institutions. - Establish and maintain strong relationships with senior stakeholders within your accounts to facilitate strategic engagement and long-term partnerships, understanding their unique needs and buying processes. - Assess clients’ needs to validate product-market fit, leveraging internal resources and expertise to align Clearwater’s solutions with their requirements. - Stay informed about Clearwater’s complete portfolio of enterprise solutions and competitive offerings, ensuring you can effectively communicate our value proposition to prospects. - Understand the technology landscape, including our AI capabilities, and complex buying processes of prospects, identifying key decision-makers and influencers to enhance our selling approach. Qualifications: - 10+ years of experience in complex, enterprise SaaS sales, ideally within the FinTech sector, focusing on solutions for the front, middle, and back offices of insurance or asset management firms. - Bachelor’s degree in a relevant field. - Proven track record of consistently achieving or exceeding revenue goals in high-value, long sales cycle environments. - A “Challenger Sale” mindset, characterized by a blend of ambition, humility, and strong consultative selling skills. - Expertise in pipeline and forecast management, demonstrating a methodical approach from initial lead generation to successful closure. - Fluent business English is required; proficiency in Mandarin and Cantonese is beneficial. - Ability to build, cultivate, and maintain strategic relationships within client organizations, particularly at the C-suite level. - Strong collaborative mindset, comfortable working in a team-centric environment to drive collective success. - Deep knowledge of the investment industry and existing relationships within the APAC insurance market. - Exceptional interpersonal, communication, presentation, and negotiation skills. What we offer: - Business casual atmosphere in a flexible working environment - Team focused culture that promotes innovation and ownership - Access cutting edge investment reporting technology and expertise - RSUs as well as employee stock purchase plan - PTO and volunteer time off to give back to the community - Defined and undefined career pathways allowing you to grow your own way - Work from anywhere 3 weeks out of the year - Hybrid, flexible working schedules - Maternity and paternity leave

Job Summary: Client Servicing Subject Matter Experts are domain experts in a specific area or topic, operating as a liaison between our clients and internal teams. They develop and apply expertise on the Clearwater systems and processes to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients. Regarded as trusted experts in their area, they have the confidence to make decisions and contribute to client success, whilst being able to provide instruction to team members regarding their area of expertise. Responsibilities: - Translate the client’s business requirements into specific system applications, process design, implementation materials/training and SOPs. - Trusted to deliver accurate, timely and thorough responses to any inquiry in both written and verbal contexts, with the ability to simplify multiple complex topics. - Effectively communicate and collaborate with a global team to accurately resolve complex problems and client inquiries in their area of specialism, as well as broader financial or accounting topics. - Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes. - Spread your knowledge by regularly providing mentorship/training, as well as designing and implementing training materials and SOPs. - Proactively work towards continuous improvement of processes, procedures, tools and resources within the team. - Manage and consistently complete assigned projects and coordinate necessary resources. - Key contributor for knowledge base and SOP documentation, leading efforts to drive client self-service. Required Skills: - Possess deep knowledge in their area of expertise. - Broad industry expertise in investment accounting, using skills to contribute to the development of company objectives and principles. - Can own multiple projects at a time, achieving goals in creative and effective ways. - Strong computer skills, including proficiency in Microsoft Office. - Excellent attention to detail and strong documentation skills. - Outstanding verbal and written communication skills. - Strong organizational and interpersonal skills. - Exceptional problem-solving abilities. Education and Experience: - Bachelor’s degree or above in Accounting or Finance-related field, or experience in relevant area of specialization. - 7+ years’ relevant experience.

Job Description: Clearwater Analytics is seeking a dynamic and results-driven Enterprise Sales Leader to join our sales team. As an Enterprise Sales Leader, you will play a pivotal role in driving revenue growth by identifying, pursuing, and closing new business opportunities with enterprise-level clients. Responsibilities: - Prospecting and Lead Generation: Identify and prioritize prospective enterprise clients through proactive outreach, networking, and leveraging existing relationships. - Sales Presentations: Conduct compelling presentations and demonstrations of Clearwater Analytics' solutions to key decision-makers and stakeholders within target organizations. - Solution Selling: Understand client needs, pain points, and objectives to tailor Clearwater's solutions effectively and position them as value-added propositions. - Deal Negotiation: Lead negotiation efforts to secure favorable terms and agreements, ensuring alignment with both client requirements and Clearwater's business objectives. - Pipeline Management: Manage and maintain a healthy sales pipeline, accurately forecasting sales opportunities and tracking progress through the sales cycle using CRM tools. - Collaboration: Work closely with internal teams including pre-sales, solution consulting, marketing, and client success to ensure a seamless transition from sales to implementation and ongoing support. - Market Intelligence: Stay abreast of industry trends, competitor offerings, and market dynamics to identify new opportunities and maintain a competitive edge. - Client Relationship Management: Cultivate strong, long-lasting relationships with clients, acting as a trusted advisor and partner throughout the sales process and beyond. Qualifications: - Proven Track Record: Demonstrated success in enterprise sales, consistently meeting or exceeding revenue targets in a competitive SaaS/FinTech environment. - Industry Knowledge: Understanding of the investment management, asset servicing, insurance or financial technology (FinTech) industry. - Consultative Selling Skills: Ability to uncover client needs, articulate value propositions, and tailor solutions to address specific business challenges. - Negotiation Skills: Strong negotiation and deal-closing abilities, with experience navigating complex sales cycles and structuring win-win agreements. - Communication Skills: Excellent verbal and written communication skills, with the ability to engage and influence senior executives and key stakeholders. - Team Player: Collaborative mindset with a willingness to work cross-functionally and contribute to the success of the broader sales organization. - Adaptability: Ability to thrive in a fast-paced, dynamic environment, with the flexibility to adapt to evolving business priorities and market conditions. - Bachelor's Degree: Bachelor's degree in business, finance, marketing, or a related field preferred. What we offer: - Business casual atmosphere in a flexible working environment - Team focused culture that promotes innovation and ownership - Access cutting edge investment reporting technology and expertise - RSUs as well as employee stock purchase plan and 401k with match - PTO and volunteer time off to give back to the community - Defined and undefined career pathways allowing you to grow your own way - Work from anywhere 3 weeks out of the year - Hybrid, flexible working schedules - Maternity and paternity leave Join us at Clearwater and be part of a dynamic team committed to delivering exceptional solutions to our clients. Apply now to embark on an exciting career journey with us! Salary will DOE and location.

Job Summary: The IT Support Specialist takes charge of coordinating, diagnosing, and troubleshooting incoming employee issues. Offering support services, they assist employees facing technical challenges and information technology issues encompassing desktop, laptop, or network services. Ensuring prompt resolution or escalation, when necessary, they advocate for the customer by directing matters to the appropriate technical personnel. Additionally, they keep management and end-users informed with case status updates and contribute to the development, documentation, and implementation of standard operating procedures and customer service guidelines relevant to IT support. Responsibilities: - Provides third tier IT support to employees and business resolving moderate to complex problems and tickets as a member of the Help Desk Team. - Responds to escalated employee issues and incidents in a proactive, timely fashion. - Completes tasks and projects supporting IT operations in delivering systems and features that provide significant value. - Resolves any software, hardware, and network/802.1x issues. - Identifies quality and reliability issues in systems they maintain. - Tackles distributed system debugging, incident response, and reverse-engineering tasks. - Assists new hires with set-up, IT tools, and best practices. - Supports the business with integration and provisioning ensuring best practices are followed. - Assists in identifying, defining, and documenting best practices for system installation, configuration, troubleshooting, and monitoring. Seeks input from teammates and outside experts on systems and feature design. - Identifies key gaps in automation and tooling functionality that will drive significant improvement in systems. - Executes on key deliverables for the business that require off-hour support or tasks. - Assembles workstations including mechanical standing desks. - Unboxes and organizes inventory items. - Receives and organizes inventory while maintaining inventory tracking system. - Installs IT equipment inclusive of TVs. - Maintains a clean & safe work environment. - Supports new hires and more junior team members with development to become more proficient over time. Required Skills: - Knowledge of Intune and JAMF administration. - Knowledge of Azure active directory. - Experience with Microsoft Windows operating systems, Microsoft Office Products, and MAC. - Experience with multiple Linux distributions and comfortable with command line & scripting experience. - Experience with networks, firewalls/security, and operating systems. - Ability to lift 50 pounds safely. - Self-motivated and Self-organized. - Basic mechanical aptitude. - Ability to troubleshoot first tier computer hardware and software issues. - Strong computer skills, including proficiency in Microsoft Office. - Excellent attention to detail and strong documentation skills. - Outstanding verbal and written communication skills. - Strong organizational and interpersonal skills. - Exceptional problem-solving abilities. - Collaborates well with other teams. Education & Experience: - Degree in information technology or certifications in CompTIA A+, Udemy IT Help Desk Professional, Microsoft IT Support, Apple Support. - 4+ years of relevant experience.