Clearwater Analytics

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.

Principal Consultant

Product Manager

• Work with clients, prospects, subject matter experts, sales leaders and other product managers to define a product strategy and roadmap including prioritizing work and providing business justification for decisions
• Build deep expertise in client problems, personas and the value of our solutions.
• Generate new ideas that drive growth and customer satisfaction specifically for the regulatory products in the EMEA market
• Keep a pulse on the EMEA regulatory market including changing regulations
• Identify and help understand and document the requirements for development projects to ensure the product is built right
• Guide and challenge Product Managers on roadmap priorities.
• Communicate with internal and external stakeholders about development projects and the value they provide
• Collaborate with Marketing to create product marketing content such as demos, sales collateral, website content, blog articles and commercial decks.
• Enable sales, client services, and operations team on new product functionality and capabilities.
• Measure and drive product adoption, usage, and stability on a monthly basis.
• Evaluate, mentor and develop product managers dedicated to the EMEA market space
• Willingness and flexibility of working with colleagues across time zones and travel ~20% of the time to build and mentor team, coordinate with sales/stakeholders across markets, be visible in the market, and build relationships with prospects/clients

Senior Product Manager – BaFin Reporting

Technical Project Manager

• Provide end-to-end support for Clearwater’s Managed Cloud and Managed Security Services
• Develop and maintain project plans, including resource allocation, timelines, and budgets
• Identify and report on risks to project schedule, budget, and quality of deliverables
• Track and report on progress relative to plan for SOC engagements
• Initiate projects and coordinate delivery of service engagements, including planning and leading internal transition calls and client kick-off calls
• Proactively escalate potential client satisfaction issues, internal operational issues, and SOC team issues to senior leadership
• Regularly update projects in PSA, including status, milestone dates and known issues and risks
• Collaborate with the Consulting organization to optimize client satisfaction of shared clients and ensure bi-directional communication is occurring regarding engagements
• Support the development, communication, and presentation of SOC and Cloud metrics
• Serve as a main point of contact for clients, consultants, and contractors to help coordinate and manage SOC engagements

Customer Support

• Provide expert support for Portfolio Management Systems (PMS).
• Address complex client inquiries in EMEA timezone.
• Collaborate with internal teams and enhance service delivery.
• Investigate recurring issues to identify root causes and document findings.
• Deliver training programs for Level 1 support staff.
• Facilitate communication between teams for issue resolution.

Client Service Product Support Specialist – PMS

Administration

• Serve as a primary administrator for Salesforce, collaborating closely with another Salesforce administrator
• Design, build, and optimize complex Salesforce Flows and automation
• Improve legacy development and existing architectural components
• Implement new system integrations
• Configure and maintain Salesforce objects, fields, record types, permission sets, profiles, validation rules, page layouts, and Lightning apps
• Execute and manage project tasks, enhancements, and platform updates
• Support data integrity and quality initiatives
• Develop and maintain sophisticated reports and dashboards
• Meet with stakeholders to gather requirements and document processes
• Collaborate with team members to architect improved solutions

Sales Force Administrator

Designer

• Turn rough inputs (notes, emails, drafts, existing slides) into polished executive-ready presentations
• Structure complex content into clear, logical flows with strong hierarchy and messaging
• Simplify complex topics (investment data, risk, product, workflows) into clean, digestible visuals
• Improve clarity and flow without changing core intent
• Ensure consistency across presentations in how Clearwater shows up in the market
• Build and maintain templates and reusable slide components
• Support high-priority deliverables including board materials, client presentations, product launches, and sales narratives
• Operate at speed across multiple workstreams with tight timelines

Presentation Designer

Attorney

• Advise HR and management on a broad range of employment law matters including hiring, performance management, leaves of absence, accommodations, separations, and reductions in force
• Draft, review, and negotiate employment agreements, offer letters, separation and severance agreements, NDAs, and independent contractor agreements
• Develop, update, and implement employment policies, handbooks, and compliance and training programs to ensure legal compliance and best practices
• Manage and oversee employment-related litigation, arbitration, and agency charges (EEOC, NLRB, state agencies), including coordination with outside counsel
• Lead internal investigations into employee complaints, including allegations of harassment, discrimination, retaliation, and workplace misconduct
• Monitor and advise on federal, state, and local employment law developments and assess impact on company practices across multiple jurisdictions
• Partner with People Operations on compensation, benefits, and equity plan matters, ensuring compliance with applicable wage and hour laws
• Support M&A due diligence and integration activities from an employment law perspective
• Provide training and guidance to HR business partners and managers on employment law topics and risk mitigation strategies
• Contribute to the broader Legal team on cross-functional projects and company-wide initiatives

Employment Law Attorney

Data Engineer

• Applies acquired skills, procedures, and decision-making best practices to resolve various issues
• Loads and validates client data into the Clearwater investment account system as the primary responsibility
• Demonstrates a working knowledge of Clearwater Way methodologies to implement and onboard clients, including aligning and supporting CW's Client Engagement Model
• Identifies opportunities for improvement and takes the lead in implementing solutions, both individually and within their role, for continuous service improvement
• Applies their understanding of the accounting equation, amortization, interest income, and other accounting concepts
• Utilizes their understanding of data intake, normalization, reconciliation, and reporting workflow, along with related concepts
• Applies their understanding of vanilla fixed income and equity investments, comprehending their purpose and functionality within CW
• Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a market- and client-agnostic manner
• Coordinates complex activities effectively within a dynamic and agile environment

Senior Data Migration Specialist

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.
• 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.
• Manages and reports on budget for implementations.
• Possess the ability to seek out, recommend, and implement continuous service improvements within the project timeline.

Senior Program Manager

• Plays a crucial role in enhancing system's automation, speed, accuracy, and workflow
• Employs tools such as Excel, SQL, VBA, and Python to collect and analyze data
• Resolves issues and discrepancies, improving efficiency in onboarding client data
• Collaborates with development teams to devise strategies that simplify processes and cut down delivery times
• Loads and validates client data into Clearwater's investment account system
• Applies understanding of the accounting equation, amortization, interest income, and other accounting concepts
• Identifies opportunities for improvement and leads solutions for continuous service improvement
• Coordinates complex activities in a dynamic and agile environment

Data Migration Specialist

• Applies acquired skills, procedures, and decision-making best practices to resolve various issues
• Loads and validates client data into the Clearwater investment account system as the primary responsibility
• Demonstrates a working knowledge of Clearwater Way methodologies to implement and onboard clients, including aligning and supporting CW's Client Engagement Model
• Identifies opportunities for improvement and takes the lead in implementing solutions, both individually and within their role, for continuous service improvement
• Applies their understanding of the accounting equation, amortization, interest income, and other accounting concepts
• Utilizes their understanding of data intake, normalization, reconciliation, and reporting workflow, along with related concepts
• Applies their understanding of mortgages and private equity

Lead Data Migration Specialist

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.

Enterprise Sales Leader – Energy

Account Manager

• Establish and maintain strong relationships with clients.
• Manage daily client engagement, reporting, and operational performance.
• Plan and oversee reporting support and service for clients.
• Manage Client Engagement Model & client health reporting.
• Ensure quality servicing and operational performance within the parameters of delivery standards.
• Provide guidance and mentorship to analysts and training to clients.
• Collaborate with sales and support groups to demonstrate value and identify business opportunities.

• 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.

Senior Account Manager

• Establish and maintain strong relationships with clients
• Manage daily client engagement, reporting, and operational performance
• Plan and oversee reporting support and service for clients
• Ensure quality servicing and operational performance
• Manage Client Engagement Model & client health reporting
• Provide guidance and mentorship to analysts
• Coordinate and involve in resolution of daily client inquiries and projects
• Develop client relationships and expand network at client organizations
• Collaborate with sales and support groups to demonstrate value of support
• Maintain knowledge of product enhancements and changing investments accounting industry