Clearwater Analytics (CWAN)
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Fintech • Software • Financial Services
Own day-to-day relationships with sophisticated asset management and insurance clients, handling inquiries, account setup, reconciliations, reporting, compliance, data validation, and issue resolution. Coordinate onboarding, portfolio transitions, custom reporting, and process improvement projects across cross-functional teams. Identify recurring issues and product gaps, improve documentation and workflows, and use Clearwater’s platform and AI-enabled tools to enhance client outcomes.
Fintech • Software • Financial Services
The Program Manager leads project implementation, manages resources, generates status reports, schedules meetings with stakeholders, and oversees budgets while ensuring client satisfaction and service improvements.
Fintech • Software • Financial Services
Supports client implementations and onboarding for Clearwater’s SaaS platform by applying investment accounting, financial markets, and regulatory expertise. Collaborates with clients, analysts, program managers, and development teams to resolve issues, improve scalable delivery processes, and enhance product functionality. Develops training materials, SOPs, user stories, and thought leadership content while guiding peers and advocating for clients.
