Jobs at Clearwater Analytics (CWAN)

Owns day-to-day relationships with large institutional investment and insurance clients. The role manages client health, service reviews, escalations, operational delivery, reporting, reconciliations, platform adoption, onboarding, and process improvements. It investigates investment accounting and platform issues, coordinates internal teams, supports retention and growth, and provides guidance on Clearwater’s investment operations platform. The manager also uses AI-enabled tools to improve service efficiency and resolution times.

Lead revenue accounting for a SaaS business, overseeing close activities, ASC 606 application, technical accounting, reconciliations, reporting, audits, SOX controls, forecasting support, process automation, and order-to-cash improvements. Manage and develop the revenue accounting team while partnering with Sales, Legal, Billing, Deal Desk, FP&A, and executive leadership.

Owns strategy, roadmap, requirements, development, release, and client adoption for a cloud-native investment data management platform. The role leads 1–2 scrum teams, prioritizes cross-product capabilities, collaborates with clients and engineers, and drives data quality, governance, and information delivery initiatives. Success is measured through bookings, client NPS, gross margin, platform scalability, and product growth.

Designs, builds, deploys, tests, and maintains reliable software systems. Responsibilities include solving complex problems, mentoring engineers, coordinating application integrations, improving performance and scalability, resolving production incidents, and addressing customer needs. Requires strong software architecture, automated testing, communication, analytical, documentation, and teamwork skills, plus proficiency in a typed object-oriented programming language and experience working in a SaaS environment.

Generate and qualify sales leads for enterprise hedge fund accounts through personalized email, cold calling, direct mail, and social outreach. Research prospects, educate them on Clearwater Analytics products, achieve sales-qualified and sales-accepted lead targets, nurture relationships, and schedule meetings with decision-makers and sales experts. Collaborate with assigned sales representatives while building product, competitor, and industry knowledge.

Provide operational support and client relationship management for investment accounting clients. Handle inquiries on financial statements, reconciliations, account setup, compliance, and reporting. Validate investment data, use internal tools and third-party data, manage workflows to meet quality metrics, resolve complex queries, support projects, and coach junior staff.

Supports client implementations and onboarding for Clearwater’s SaaS investment platform. Provides expertise in investment accounting, securities, regulatory regimes, and financial reporting; collaborates with development and global delivery teams; resolves client issues; improves implementation processes; creates training materials and SOPs; and develops client advisory and thought-leadership capabilities.

Manages client service delivery, engagement, reporting, operational performance, and service metrics for financial services clients. Oversees issue resolution, client training, relationship development, feedback collection, and coordination with sales and support teams. Provides analyst mentorship and identifies opportunities to improve product usage, reduce support costs, and expand client services. Requires financial services and investment accounting knowledge, strong communication, organizational, documentation, and problem-solving skills, plus five or more years of experience.

Leads client servicing teams and strategic asset management relationships. Oversees talent management, client escalations, onboarding transitions, operational risk, performance metrics, revenue opportunities, and cross-functional collaboration with product, development, sales, and delivery teams. Serves as a subject matter authority on asset management operations, investment accounting, and book-of-record solutions while driving client satisfaction, retention, and business results.

Collaborates with prospects and clients to understand operational challenges, document requirements, and demonstrate how Clearwater solutions improve finance, accounting, investment, and operational processes. Supports new business development by contributing to proposals, RFP responses, sales research, and client meetings. Serves as a solution subject matter expert, provides market feedback to internal teams, and helps ensure successful implementation and customer satisfaction.

Leads Network Engineering and Systems Engineering teams while remaining hands-on with infrastructure architecture and operations. Owns Cisco, Arista, Palo Alto, BGP, MPLS, data center networking, Linux, Kubernetes, cloud integration, automation, observability, incident response, and reliability strategy. Partners with security, compliance, software, and data teams to operate regulated hybrid infrastructure supporting financial data connectivity. Builds teams, evaluates technologies, drives architectural decisions, and ensures carrier-grade availability and compliance.

Design, implement, test, deploy, and monitor scalable backend services and high-availability processes. Lead architectural decisions, mentor junior engineers, drive feature lifecycles, improve code quality and testability, and respond to customer issues. Contribute to Agile planning and documentation across domains while addressing performance, scaling, and systemic problems.

Leads technical strategy, architecture, operational excellence, mentorship, and multi-team software delivery. Designs maintainable distributed systems using microservices, improves monitoring and operational maturity, drives innovation, and collaborates with stakeholders across departments. Requires 9+ years of enterprise software development experience, public-cloud expertise, strong leadership, communication, analytical, documentation, and problem-solving skills.

Develop and maintain scalable, highly available software across the full SDLC. Lead design, implementation, testing, deployment, monitoring, and maintenance of backend services and major features. Contribute to architecture, performance, quality, and system scalability; resolve systemic issues; document requirements; and support customer needs. Mentor engineers, lead technical breakdowns, participate in Agile practices, and work with cloud platforms, messaging systems, machine learning, and distributed data technologies.

Provides operational and client support for investment accounting and financial reporting matters. Responsibilities include resolving client inquiries, validating investment data, supporting account setup and compliance tasks, reconciling transactions, managing workflows, collaborating across teams, and assisting with training junior staff. The role requires finance or accounting experience, knowledge of investment products and financial statements, strong communication, organization, documentation, and problem-solving skills.

Provides operational and client support for hedge fund and investment accounting customers. Manages inquiries, reporting, account setup, compliance, reconciliations, and investment data validation. Builds client relationships, resolves complex issues, prioritizes workflow using quality metrics, and collaborates on long-term projects. Supports training and oversight of junior staff while applying knowledge of financial statements, investment accounting, fixed income, equities, and internal reconciliation tools.

Leads global tax provision and financial reporting under ASC 740, including SEC disclosures and SOX documentation. Oversees federal, state, and foreign tax compliance, transfer pricing, tax incentives, audits, tax planning, and tax-related close activities. Collaborates across departments and manages tax obligations across approximately 15 countries, including acquired entities.

Develops financial models, budgets, forecasts, variance analyses, SaaS margin analyses, and leadership reports. Partners with cross-functional teams on pricing, product investments, cost optimization, and business strategy. Supports monthly close and improves financial systems, tools, and processes while providing actionable insights into financial performance and SaaS metrics.

Own Clearwater Analytics’ REIT market strategy, product direction, roadmap, positioning, pricing, and commercial growth. Define market segments, size opportunities, identify capability gaps, and prioritize build, buy, or partner investments. Partner with Engineering, Sales, Marketing, Finance, and Client Services to improve win rates, ACV growth, retention, and customer health. Serve as the REIT domain expert on accounting, reporting, financing, hedging, and investment technology requirements while engaging executives, clients, auditors, and industry stakeholders.

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.