Clearwater Analytics (CWAN)
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Fintech • Software • Financial Services
Leads product positioning, messaging, market research, customer insight development, go-to-market strategy, launches, campaigns, and sales enablement for Clearwater’s asset-owner solutions. Partners with product, sales, customer success, demand generation, and content teams to communicate the value of portfolio aggregation, analytics, and reporting capabilities to institutional investors. The role requires deep understanding of investment workflows and strong strategic, writing, presentation, and cross-functional collaboration skills.
Fintech • Software • Financial Services
Leads client implementations and onboarding for Clearwater’s SaaS platform, providing expertise in investment accounting, financial reporting, securities, and regulatory regimes. Advises clients and internal teams, improves implementation methodologies, develops scalable processes, creates training and SOP materials, and collaborates with product and development teams. Requires advanced project management, accounting systems, Excel, financial markets, general ledger, period-end close, communication, and problem-solving skills.
Fintech • Software • Financial Services
Own and prioritize the development backlog for private funds research and analytics capabilities. Translate domain requirements into user stories, acceptance criteria, and testable specifications; collaborate with engineering throughout Agile delivery; validate features and support UAT; identify quality issues; enable client adoption; train users; support prospects and Sales with product demonstrations; and provide private funds domain expertise across fund structures, NAV, cash flows, performance, and portfolio monitoring.
