Clearwater Analytics

Business Development Rep

• Conduct research to identify new markets and customer needs
• Source and arrange business meetings with prospective clients
• Promote the company’s products/services while addressing or predicting clients’ objectives
• Build long-term relationships with new and existing customers
• Collaborate with and become an apprentice to closers in supporting deals as they move through the sales funnel

Business Development Representative

Account Executive

• Own and drive new enterprise opportunities end to end, from prospecting through closing
• Build relationships with C level and senior operational stakeholders
• Lead complex, consultative sales cycles involving multiple decision makers and tailored solution design
• Collaborate closely with pre sales, product, and regional account teams
• Represent client needs internally and contribute to positioning and go to market strategy
• Operate autonomously while coordinating multiple internal stakeholders

Sales Enterprise Account Executive – Unit Linked Funds

Full-stack Engineer

• Design, build, deploy, and maintain quality code that is simple, well-structured, clear, and well-tested.
• Effectively break down and solve complex problems that require research or collaboration.
• Communicate effectively, regardless of medium, audience, or timing.
• Strong command of multiple levels of automated testing (e.g., unit, integration, contract, end-to-end, etc.).
• Mentor new and less-experienced team members.
• Initiate design and feature discussions, advocating for improvements in software performance, scalability, reliability, and security.
• Coordinate with other teams to ensure the successful integration of software applications.
• Troubleshoot and resolve production incidents quickly and effectively.
• Understand, respond to, and address customer needs and issues with empathy and timeliness.
• Any other reasonable activity required by management.

Software Development Engineer

Insurance

• Develop and execute field marketing the insurance sector ensuring alignment with Clearwater’s global marketing and sales goals.
• Collaborate with sales leadership to identify key accounts and create tailored marketing programs aimed at driving results.
• Develop messaging and field campaigns that emphasize Clearwater’s value proposition and address the unique challenges faced by public and private asset allocators, banking institutions, and energy companies.
• Lead a variety of marketing activities, including hosted events, tradeshows, webinars, executive programs, and targeted digital campaigns.
• Drive ABM initiatives for focusing on landing and expanding the highest priority accounts of the company.
• Ensure the successful execution of events and campaigns, focusing on measurable outcomes including lead generation, revenue, new logo capture, and ROI.
• Work closely with product marketing to develop tailored content and sales enablement materials for asset allocators, banking institutions, and energy sector organizations.
• Align with demand generation teams to create complementary digital campaigns that enhance engagement.
• Partner with sales teams to gather insights, refine strategies, and deliver impactful programs that accelerate opportunities.
• Define KPIs and track the performance of field marketing initiatives, including pipeline contribution and marketing-sourced revenue.
• Utilize data and insights to optimize campaigns and events, ensuring continuous improvement and maximum impact.
• Provide performance reports and insights to marketing and sales leadership.

Field Marketing Lead, Insurance Solutions

Project Manager

• Manage multiple client-facing healthcare cybersecurity consulting engagements
• Support the PMO through effective implementation of governance standards
• Partner with Consulting Services colleagues to develop detailed project and program plans
• Track project progress and performance, identifying and reporting risks or issues
• Lead regular internal and external meetings
• Develop and maintain project management tools, templates, and documentation
• Serve as a key point of contact for clients, consultants, and contractors
• Ensure clear communication of project expectations with all stakeholders
• Proactively identify and escalate issues related to client satisfaction
• Coordinate internal resources in collaboration with Project Owners/Leads
• Maintain accurate and timely updates in the project management system
• Monitor project milestones and customer acceptance
• Collaborate with Finance to resolve any invoicing issues
• Provide monthly backlog analysis and support project close-out procedures

Business Project Manager

Consultant

• Conduct comprehensive assessments of Defense Industrial Base (DIB) organizational networks and systems to identify any vulnerabilities and to confirm they meet the necessary CMMC level requirements.
• Work with organizations to design and implement security measures and controls, in line with CMMC standards, to protect sensitive data and systems from infiltration and cyber-attacks.
• Assist organizations with the review and update of existing security policies and procedures to align with evolving CMMC requirements and best practices in cybersecurity.
• Prepare detailed reports on the status of an organization’s CMMC compliance.
• Study, learn, test, document, execute and seek to continuously improve scalable consulting services processes to effectively deliver customer engagements while achieving a high level of customer satisfaction.
• Execute project planning, scheduling, and other coordination of internal and customer resources to conduct interviews, meetings, and presentations.

CMMC Consultant, CCA

User Researcher

• Plan and conduct end-to-end research across discovery, concepting, design validation, and post-launch evaluation using appropriate methods (e.g., interviews, contextual inquiry, workflow studies, usability testing, surveys, diary studies, and analytics-informed research).
• Partner with Product, Design, and Engineering to shape research questions, define hypotheses, and ensure research is embedded into delivery cycles.
• Build research plans, screeners, discussion guides, and test protocols tailored to institutional, role-based workflows (e.g., accounting, ops, portfolio/asset roles, reporting).
• Own or lead participant recruiting strategy for B2B research: o Identify target roles and segments, define inclusion/exclusion criteria, and determine sample approach. o Proactively surface and articulate recruiting risks (e.g., low incidence roles, account constraints, NDA/compliance needs, busy end-of-month cycles). o Collaborate with Client Services, Product, Sales, and account stakeholders to recruit responsibly and minimize customer burden.

Product Designer

• Creates excellent end-user interactions and overall experience for those users navigating our data-dense web-based applications and websites.
• Seeks to improve the user experience by suggesting interactions that are simple, useful, scalable, accessible, and visually compelling.
• Collaborates with teams and individuals across a wide variety of departments as needed: Development Product, Operations, Sales, Marketing, and external clients.
• Deep knowledge of design tools.
• Creates standard usability testing plans and executes.
• Works effectively with various stakeholders, including target users, to bring together a product design.
• Takes initiative in gathering requirements and personal development and validation.
• Supports and mentors less-experienced UI/UX designers.
• Oversees the user interface and overall customer-experience design for our key web applications.
• Manages and prioritizes multiple project timelines in a fast-paced environment.
• Adopts a data-driven approach to present design solutions.
• Maintains and evolves design systems and guidelines.
• Any other reasonable activity required by management.

UI/UX Product Designer

Executive Assistant

• Manage executive calendars
• Collect and prepare information for meetings
• Provide high-level administrative support
• Coordinate travel and manage office supplies
• Streamline inbound/outbound communications

Content Manager

• Own Clearwater’s editorial program across blogs, long-form content, and social—setting direction, cadence, and quality standards
• Write and edit senior-level content, including: Thought leadership and executive POVs, Deep-dive articles on platform capabilities, data, risk, reporting, and AI, Long-form assets such as guides, briefs, and whitepapers, Social content that reinforces Clearwater’s leadership and market perspective
• Translate complex technology into clarity, explain how modern platforms, data architectures, and AI-driven capabilities solve our clients' problems.
• Partner closely with Product Marketing to ensure technical accuracy and market relevance without drifting into feature-led copy
• Collaborate across Marketing to align content with major initiatives, launches, and market moments
• Maintain editorial rigor: ensure consistency in voice, tone, structure, and positioning across all owned channels
• Elevate content quality across the organization, editing and shaping drafts from subject-matter experts and senior leaders

Sales

• Account Strategy Development: Collaborate with clients to develop tailored account strategies that align with their business objectives and drive mutual growth.
• Cross-Selling and Upselling: Identify opportunities for cross-selling and upselling our suite of products and services, ensuring that C-Level decision makers are aware of the full value we can provide.
• Sales Presentations: Conduct compelling presentations and demonstrations of Clearwater Analytics' solutions to key decision-makers and stakeholders.
• 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.

Enterprise Sales Leader

• Design, build, deploy, and maintain quality code that is simple, well-structured, clear, and well-tested.
• Effectively break down and solve complex problems that require research or collaboration.
• Communicate effectively, regardless of medium, audience, or timing.
• Strong command of multiple levels of automated testing (e.g., unit, integration, contract, end-to-end, etc.).
• Mentor new and less experienced team members.
• Initiate design and feature discussions, advocating for improvements in software performance, scalability, reliability, and security.
• Coordinate with other teams to ensure the successful integration of software applications.
• Troubleshoot and resolve production incidents quickly and effectively.
• Understand, respond to, and address customer needs and issues with empathy and timeliness.

Manager

• Acts as the window into CWAN for our clients, ensuring that CWAN is meeting and exceeding our clients’ expectations.
• Understand your client’s strategic priorities and activate CWAN resources across sales, products, and operations in support.
• Ensures client engagement from the daily user to the decision-maker level of the client.
• Plan and oversee the fulfillment of accurate daily/monthly/quarterly/annual reporting support and service for clients.
• Manages Client Engagement Model & client health reporting.
• Ensures quality servicing and operational performance within the parameters of delivery standards (standard operating procedures).
• Manages delivery metrics.
• Provides guidance and mentorship to analysts.
• Providing training to clients.
• Coordinates and is involved in resolution of daily client inquiries and projects.
• Develop client relationships and expands network at those organizations, understanding client business and product needs.
• Strategic planning of service delivery to drive usage and proactive in service and support to reduce client downtime and support costs.
• Collaborate with sales and support groups to demonstrate the value of support offered to clients and identify business opportunities for expanded support.
• Maintain knowledge of product enhancements and the changing investments accounting industry.
• Helps aggregate client feedback and provides guidance to improve operationally and expand the product offering.

Service Delivery Manager

Analyst

• Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
• Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
• Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
• Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
• Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
• Effectively navigate through the knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
• Manage workflow based on productivity and quality metrics, organizing your day to prioritize high importance or critical work.
• Take on a variety of team and client-related, long-term projects that may involve collaboration with other internal teams.
• Assist in training and coaching more junior team members.

Client Servicing Analyst

• Serve as a trusted advisor guiding clients in developing long-term cybersecurity and compliance strategies.
• Build and maintain executive-level client relationships.
• Act as the primary point of contact for complex engagements.
• Lead the execution of Clearwater's consulting services in compliance with SOWs.
• Oversee key engagement processes.
• Collaborate with internal teams to manage delivery of services.
• Develop and drive thought leadership initiatives.

Business Development Representative

Sales Enterprise Account Executive – Unit Linked Funds

Software Development Engineer

Field Marketing Lead, Insurance Solutions

Business Project Manager

CMMC Consultant, CCA

User Researcher

UI/UX Product Designer

Executive Assistant

Content Manager

Enterprise Sales Leader

Software Development Engineer

Service Delivery Manager

Client Servicing Analyst

vCISO, Principal Consultant