Clearwater Analytics

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.

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.