Clearwater Analytics

Marketing

• Develop and deliver multi-channel marketing programs, working with the broader marketing team, including digital, email, and in-person activations, aligned with regional business objectives and client priorities.
• Partner with internal stakeholders to develop thought leadership, case studies, and tailored collateral that resonate with hedge fund and asset management audiences.
• Plan and manage high-touch events such as roundtables, conferences, and webinars to deepen client relationships and drive engagement.
• Measure campaign effectiveness, analyze KPIs, and provide actionable insights to optimize marketing investments and demonstrate ROI.
• Equip business development teams with customized presentations, pitch decks, and competitive intelligence to accelerate deal cycles in partnership with product marketing.
• Track industry trends and competitor activity to inform positioning and refine go-to-market strategies.

Field Marketing Manager, Asset Owners

Product Analyst

• Partner with internal client-facing teams, third parties (e.g., hedge funds, institutional asset managers, prime brokers, custodians, fund administrators, and analytics service providers), and internal technology teams to enable straight-through processing within our portfolio management solution.
• Leverage your in-depth understanding of the multi-asset class investment management process to define clear requirements, design solutions, and create holistic test plans.
• Ensure new projects or enhancement requests from clients and internal stakeholders (E.g. Sales, account managers, client success teams) are handled promptly and appropriately.
• Communicate regularly with the development team to provide guidance on the enhancements required and its prioritization.
• Collaborate with developers, testers, and external third parties to comprehensively test new interfaces.
• Document new developments, as well as cross-train the team and other relevant internal stakeholders about exciting product releases.
• Oversee strategic roadmap initiatives with minimal supervision and independently deliver results through collaboration across all relevant stakeholders.
• Participate in complex projects which require a strong technical acumen, expertise, and critical thinking - specifically in data management, connectivity and process architecture.
• Build new and/or improve existing broker relationships through mutual value propositions that benefit both counterparties and support company-wide initiatives.
• Strengthen client and other third-party relationships through reliable delivery, clear business communication, and effective expectation management.
• Identify and support deliver improvements to day-to-day BAU processes through data driven decisions.

Product Business Analyst – Interfaces

Solutions Engineer

• Win new business to meet team sales quotas.
• Assist in the development of compelling proposals and RFP responses.
• Work with prospective clients to understand their current systems, processes, business requirements, subsequent challenges and how their operations will be enhanced by utilizing the Clearwater solution.
• Document solution requirements and prospect/client processes to ensure successful implementation and customer delight.
• Provide relevant product and market feedback to Clearwater’s product management, development, global delivery, and client services teams.
• Assist with critical research and preparation for sales visits.

Solutions Consultant

General

• Lead the design, implementation, and maintenance of salary structures, pay grades, and compensation bands across regions.
• Manage job architecture, leveling, and job evaluation processes to ensure consistency and fairness globally.
• Monitor regulatory and compliance requirements related to compensation.
• Own vendor relationships for market data surveys and tools.
• Conduct regular market analyses to ensure Clearwater remains competitive in all regions.
• Provide actionable insights on pay trends, equity, and internal parity.
• Support design and administration of annual merit, bonus, and incentive programs.
• Partner with Finance and HRBPs to model compensation budgets and forecasting scenarios.
• Deliver clear reporting and analytics to inform executive decision-making.
• Develop scalable processes for compensation review cycles and job evaluations.
• Ensure HRIS and compensation systems are optimized for accurate data and reporting.
• Establish documentation, guidelines, and training for managers and HR partners.

Senior Global Compensation Lead

Accounting Manager

• As an Accounting and Regulatory Lead Product Manager, you will play a critical and hands-on role as we continue to refine, enhance, and grow our investment accounting and regulatory product in the EMEA and APAC regions.
• Work with a small team spread across the UK and India and collaborate with teams in the U.S.
• Help maintain a product strategy and roadmap based on market information and internal collaboration with sales and solutions teams.
• Prioritize strategic initiatives and effectively communicate your vision and strategy to other key stakeholders based on business value.
• Collaborate with product marketing to build value proposition and messaging content and help take the product to market.
• Leverage existing accounting regulatory and financial experience extensively.
• Guide and challenge Product Managers on roadmap priorities.
• Measure and drive product adoption, usage and stability on a monthly basis.

Senior Product Manager – International Accounting

Product Designer

• Own the vision, roadmap, and governance for Clearwater's design system across all web products.
• Design and help build core components, patterns, and design tokens — working hands-on in both Figma and code (HTML, CSS, JavaScript, and component frameworks such as React) so design and implementation stay in lockstep.
• Own the Figma-to-Storybook component library workflow, ensuring components, variants, and documentation stay synchronized between design and the published library engineers build against.
• Partner with engineering to build and maintain the design system's token pipeline (e.g., Style Dictionary or similar) and shared component library, ensuring tokens map cleanly from design to code.
• Use AI-assisted development tools such as Claude Code to accelerate component development, prototyping, and design-to-code handoff.
• Make the design system machine-consumable — structured component specs, tokens, and documentation that AI coding tools can pull from directly (e.g., an MCP-style integration), so AI-generated UI is on-brand by construction rather than by review.
• Define guardrails and validation (audits, eval criteria, automated checks) that catch off-system or off-brand output from AI-assisted or non-designer contributors at scale, not just from formal design reviews.
• Define and evolve design system standards, documentation, and contribution guidelines to support adoption at scale across distributed product teams.
• Drive adoption of the design system across the organization; identify gaps and prioritize new components or patterns based on real product needs.
• Provide design leadership and mentorship to designers and engineers contributing to or consuming the system; raise the bar on visual and interaction craft.
• Collaborate closely with Product Designers, Visual Designers, Interaction Designers, and Engineers to ensure the system supports dense, data-heavy enterprise workflows (tables, dashboards, reporting, complex forms).
• Establish and maintain accessibility standards (WCAG) as a built-in property of every component, not an afterthought.
• Represent design systems strategy and progress to senior stakeholders, including the VP, Head of UX and engineering leadership.
• Track and report on design system health: adoption rate, component coverage, contribution velocity, and design/engineering consistency.

Staff UX Designer – Design System

• Define and execute the product roadmap for alternative investment accounting products
• Serve as an internal subject-matter expert on alternatives accounting
• Collaborate with product, engineering, data, operations, and client services teams
• Engage regularly with clients and prospects to understand needs and validate product direction
• Define and oversee the testing strategy for new features and enhancements
• Analyze product usage, client outcomes, and operational metrics
• Stay informed about accounting, regulatory, and industry developments

Accounting Product Manager – Alternatives

Associate

• Completing reconciliation for client investment books during onboarding, focusing on automation and scalable operating models.
• Demonstrating familiarity with available resources and accurately selecting appropriate research tools.
• Primary responsibility involves back reconciling, normalizing, and automating data.
• Proactively learning from mistakes and taking steps to avoid repeating them.
• Applying knowledge of investment accounting, financial statements, amortization, interest income, yields, and other financial and accounting concepts.
• Actively communicating project progress and risks with Stream Leads and PMs.
• Applying understanding of vanilla fixed income and equity investments, including their purpose and operation in CW, and developing knowledge of security types commonly held by assigned clients.

Reconciliation Implementation Associate

Lead Reconciliation Implementation Associate

Account Executive

• responsible for building pipeline and developing new business within the venture capital community focused on healthcare technology and digital health
• selling into VC firms and their portfolio companies to achieve an annual sales quota
• execute all phases of the sales process, including sourcing new leads, cultivating relationships with VC partners
• developing qualified sales opportunities, establishing value propositions, partnering with consulting services to develop winning proposals, and negotiating and closing deals
• create and update a territory business plan to penetrate venture capital firms

Senior Account Executive

Business Operations

• Manage the design, implementation, tracking and reporting for operations and business plans against agreed company goals and objectives
• Develop metrics that provide data for process measurement, understanding the underlying drivers, creating a regular cadence for reporting, and identifying and leading initiatives to enhance management reporting capabilities
• Manage the implementation and oversight of effective risk management practices in line with the company’s risk management framework ensuring timely identification and remediation of key operational risks
• Identify areas for process and lean improvements, and gain buy-in from management & stakeholders to implement these changes
• Communicate with internal stakeholders at all levels inc. employees, SLT and ELT and represent Client Services when required to in key forums
• Prepare presentations, reports and other materials including management briefings and recommendations on key talking points, achievements, challenges and next steps as key input to existing internal and external meetings, Board meetings and other relevant forums
• Take on and execute special and/or ad-hoc projects related to key strategic and operational priorities to help resolve issues and drive improvement as required

Business Operations Lead

Project Manager

• Manage multiple client-facing healthcare cybersecurity consulting engagements
• Support the PMO through effective implementation of governance standards, processes, and supporting technologies
• Partner with Consulting Services colleagues to develop detailed project and program plans
• Track project progress and performance, identifying and reporting risks or issues related to timeline, budget, or deliverable quality
• Lead regular internal and external meetings
• Serve as a key point of contact for clients, consultants, and contractors
• Proactively identify and escalate issues related to client satisfaction, internal operations, or team performance
• Coordinate internal resources in collaboration with Project Owners/Leads
• Maintain accurate and timely updates in the project management system
• Collaborate with Finance to resolve any issues related to invoicing or revenue reporting
• Provide monthly backlog analysis and support project close-out procedures

Business Project Manager

Manager

• Plan and oversees 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).
• Ensures client engagement from the daily user to the decision-maker level of the client.
• 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

Marketing Operations

• Own and manage the end-to-end marketing tech stack, including CRM (Salesforce), Marketing Automation Platform (Marketo), ABM, attribution, analytics, and enrichment tools.
• Drive system integrations and automation that enhance campaign execution, lead management, and data flow across platforms.
• Execute and optimize database hygiene processes including deduplication, formatting, enrichment, archiving, and compliance monitoring.
• Own and govern the end-to-end lead lifecycle, including lead capture, scoring, routing, MQL handoff, and Rules of Engagement (ROE) between Marketing and Sales.
• Build and track each stage of the funnel from MQL through Opportunity Won, establishing benchmarks and identifying bottlenecks.
• Monitor MQL health and velocity, and implement solutions to improve stage progression and conversion rates.

Marketing Operations Manager

Consultant

• Serve as a trusted advisor by guiding clients in developing long-term cybersecurity and compliance strategies
• Build and maintain executive-level client relationships, ensuring alignment with business objectives and regulatory needs
• Act as the primary point of contact for complex engagements, managing expectations, providing insights, and delivering high-value recommendations
• Identify and pursue opportunities to expand client engagements and contribute to business development efforts
• Lead the execution of Clearwater's consulting services in compliance with Statements of Work (SOWs), methodologies, and client policies
• Oversee key engagement processes, including Initial Engagement Meetings, Planning Sessions, Kickoff Meetings, and project completion presentations
• Collaborate with internal teams to manage project scope, risks, and timelines, ensuring successful outcomes
• Provide oversight and quality assurance for deliverables, ensuring they align with client goals and regulatory frameworks
• Effectively communicate project updates and potential risks to management and leadership
• Develop and drive thought leadership initiatives, such as white papers, blog posts, and speaking engagements at conferences and webinars
• Contribute strategic insights to Clearwater’s solution offerings, keeping them aligned with industry trends and client needs
• Actively participate in industry forums and professional networks to enhance Clearwater’s market position
• Provide strategic mentorship to consultants, senior consultants, and analysts, fostering their professional growth and development
• Lead internal knowledge-sharing initiatives to enhance the skills and capabilities of the consulting team
• Collaborate with leadership to refine and optimize consulting methodologies and delivery processes
• Identify opportunities for follow-on engagements and additional services by understanding client needs
• Work closely with Sales and Client Success teams to develop client-specific proposals and solutions
• Support pre-sales efforts by contributing technical and strategic insights during client discussions
• Successful execution of client engagements within scope, budget, and quality expectations
• Achievement of utilization targets and positive client satisfaction scores
• Contributions to thought leadership through publications, webinars, and presentations
• Internal process improvements and contributions to the consulting practice’s growth
• Positive impact on business development efforts through client expansion and retention
• Perform other duties within the scope of the role as assigned.