Clearwater Analytics

Sales

• Prospecting and Lead Generation: Identify and prioritize prospective enterprise clients through proactive outreach, networking, and leveraging existing relationships.
• Sales Presentations: Conduct compelling presentations and demonstrations of Clearwater Analytics' solutions to key decision-makers and stakeholders within target organizations.
• 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.
• Client Relationship Management: Cultivate strong, long-lasting relationships with clients, acting as a trusted advisor and partner throughout the sales process and beyond.

Senior Enterprise Sales Leader – B2B

Senior Enterprise Sales Leader, Corporates

Insurance

Enterprise Sales Leader, New Logos, Insurance Segment

Project Manager

• Determine project scope and objectives to ensure teams are able to deliver against commitments
• Identify resources to deliver projects and forecast and resolve capacity utilization problems
• Create and manage project plans, course correcting and escalating where necessary
• Publish high quality project transparency to senior stakeholders on a regular basis
• Utilize industry best practices, techniques, and standards throughout the project lifecycle
• Engage senior client and internal stakeholders to review project progress and task-level status.
• Liaise with the internal teams to support problem resolution activities
• Identify opportunities for project management process improvements

Project Manager, Professional Services – Risk & Performance

Program Manager

• Identifies and finalizes project/implementation scope.
• Develops detailed implementation plans including internal, client and third-party resourcing.
• Manages and coordinates with internal, client and third-party resources to ensure a successful, on time and with quality implementation per plan.
• Generates weekly status reports, holds weekly status meetings with client and project team.
• Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management.
• Manage and report on budget for implementation.
• Seek out, recommend, and implement continuous service improvements.
• Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team.

Senior Program Manager

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.

Senior Solutions Consultant

• Create and manage detailed project plans for the assigned portfolio.
• Manage and coordinate internal CW, client, and third-party resources for project workstreams.
• Generate weekly status reports and hold weekly status meetings with clients and the project team.
• Lead steering committee meetings with C-level client decision makers and Clearwater senior management.
• Handle project commercials, including revenue recognition forecasts and unbilled bookings.
• Manage and report on resource allocation for the assigned portfolio.
• Take responsibility for project metrics such as utilization, go-live adherence, and project billing.
• Serve as a trusted client relationship manager, ensuring timely and accurate responses to client inquiries.
• Facilitate a successful transition to the steady-state servicing team.
• Demonstrate the ability to oversee multiple simultaneous implementations with minimal oversight.

Financial Planning and Analysis

• Develop and maintain complex financial models for budgeting, forecasting, and long-term planning.
• Analyze financial data, business trends, and key performance indicators (KPIs).
• Collaborate with cross-functional teams (Sales, Marketing, Product, Operations).
• Prepare and present clear and concise financial reports and dashboards.
• Support monthly close processes and variance analysis.
• Lead contributions to budgeting, forecasting, and gross margin analysis.

Financial Analyst

Accounting Manager

• Define and execute the product roadmap for alternative investment accounting products, aligning with company goals, client needs, and the broader investment accounting platform.
• Translate the nuances of alternative assets (e.g., capital calls and distributions, unfunded commitments, NAV and economic NAV, waterfalls, fee structures, secondary transactions) into clear product requirements and prioritized backlog.
• Conduct market research and competitive analysis focused on alternatives to identify trends, client use cases, and emerging regulatory or reporting demands.
• Collaborate with stakeholders to gather requirements, articulate product vision, and prioritize features for development.
• Serve as an internal subject-matter expert on alternatives accounting, including fund structures, capital account activity, performance metrics, and multi-basis/multi-GAAP reporting.
• Partner with accounting, valuation, and data teams to ensure accurate treatment of alternative assets across GAAP/IFRS/statutory and client-specific policies.
• Champion end-to-end workflows for alternatives (e.g., ingestion of capital account statements and notices, commitment tracking, NAV and book value alignment, fee and carry calculations, look-through and exposure reporting).
• Engage regularly with clients and prospects to understand their alternatives accounting, reporting, and operational needs and to validate product direction.

Accounting Product Manager – Alternatives

Full-stack Engineer

• Developing quality software that is used by some of the world's largest technology firms, fixed income asset managers, and custodian banks
• Participate in Agile meetings to contribute with development strategies and product roadmap
• Owning critical processes that are highly available and scalable
• Producing tremendous feature enhancements and reacting quickly to emerging technologies
• Encouraging collaboration and stimulating creativity
• Helping mentor entry-level developers
• Contributing to design and architectural decisions
• Providing leadership and expertise to our ever-growing workforce
• Testing and validating in development and production code that they own, deploy, and monitor
• Understanding, responding to, and addressing customer issues with empathy and in a timely manner
• Independently can move a major feature or service through an entire lifecycle of design, development, deployment, and maintenance
• Deep knowledge in multiple teams' domains; broad understanding of CW systems
• Creates documentation of system requirements and behavior across domains
• Willingly takes on unowned and undesirable work that helps team velocity and quality
• Is in touch with client needs and understands their usage
• Consulted on quality, scaling and performance requirements before development on new features begins
• Understands, finds, and proposes solutions for systemic problems
• Leads in the technical breakdown of deliverables and capabilities into features and stories
• Expert in unit testing techniques and design for testability, contributes to automated system testing requirements and design
• Improves code quality and architecture to ensure testability and maintainability
• Understands, designs, and tests for impact/performance on dependencies and adjacent components and services
• Builds and maintains code in the context and awareness of the larger system
• Helps less experienced engineers troubleshoot and solve problems
• Active in mentoring and training of others inside and outside their division

Senior Software Development Engineer

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
• Develop a sales pipeline through multiple forms of communication, including cold calls, emails, videos, and events

Business Development Representative

Digital Marketing

• Own the website strategy and performance as a revenue-producing asset
• Define site architecture, page strategy, and conversion paths aligned to financial-services buyer journeys
• Partner with brand, product marketing, and content teams to ensure messaging is clear, compliant, and conversion-driven
• Continuously optimize UX, navigation, and CTAs to support long, high-consideration buying cycles
• Lead end-to-end SEO strategy across technical SEO, on-page optimization, internal linking, and content structure
• Define and execute an AEO strategy to ensure strong visibility across AI-powered search and answer platforms
• Own inbound funnel performance from website visit → MQL → SQL → pipeline contribution
• Design and run revenue programs and experimentation to improve conversion efficiency and lead quality
• Partner with RevOps and Sales to ensure inbound leads are properly scored, routed, and followed up on
• Build clear, executive-ready dashboards and performance narratives

Digital Marketing Manager

• 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

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

• 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.