Teams 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.