Clearwater Analytics (CWAN) Logo

Clearwater Analytics (CWAN)

Pricing Analyst, Revenue Growth

Posted 57 Minutes Ago
Be an Early Applicant
Hybrid
Boise, ID
Entry level
Hybrid
Boise, ID
Entry level
Owns research, documentation, and reconciliation for annual fee increases and enterprise renewals. Reviews contracts and amendments, reconstructs pricing histories, drafts client notices, maintains fee records and escalation logs, and coordinates with Sales, Finance, and Legal to ensure accurate, timely renewals and downstream billing.
The summary above was generated by AI

Company Overview

Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.


With global headquarters in Boise, Idaho, and offices in Edinburgh, London, New Delhi, New York, and Singapore, Clearwater sets the new global standard for investment portfolio reporting.


The Role

Clearwater Analytics partners with the world's most sophisticated institutional investors — asset managers, insurers, and institutional accounts — and this is a highly visible role on the Corporate Pricing team, created to keep pace with our growth. Every one of those client relationships carries its own contract history, its own pricing terms, and its own renewal cycle, and getting that right, on time, at scale, is what protects the revenue and trust we've built with them.


As Pricing Analyst, you'll own the research, documentation, and reconciliation work behind our annual fee-increase and renewal cycle: reading commercial contracts to identify the operative pricing terms, reconstructing a client's fee history, populating client notices with the correct figures, and keeping fee records and an escalation log current against key dates. You'll work closely with the Corporate Pricing team and partner with Sales, Finance, and Legal to make sure every renewal is built on accurate, defensible numbers.

Applicants must have legal authorization to work in the United States and not require visa sponsorship in the future.


What You Will Do

● Research prior fee increases by reviewing MSAs, order forms, and amendment chains to reconstruct a client's contract and pricing history.

● Draft client fee-increase notices, correctly applying the governing pricing clause and catching edge cases along the way.

● Finalize fee records on a monthly cadence, ensuring accuracy given their downstream impact on client invoices.

● Own the escalation log and contract repository, giving the team visibility into every open renewal and where it stands.

● Partner across Sales, Finance, and Legal to keep dozens of enterprise renewals moving in parallel, each on its own timeline.


Education & Requirements

● Contract literacy: able to read an MSA, order form, or amendment and correctly identify the operative clause (escalator type, effective date, renewal mechanism, notice period) without hand-holding.

● Strong attention to detail and comfort owning a queue of dozens of open items at different stages.

● Strong Excel/tracker discipline and comfort with dates as the organizing principle of the job.

● Genuine curiosity for messy, ambiguous documents — someone who enjoys digging through a document trail until the timeline makes sense.

● Exposure to CPI/index-based pricing clauses, familiarity with financial services or SaaS commercial contracts, prior experience in pricing operations/contract administration/paralegal work, or prior client-facing experience are all a plus but not required.


What We Offer

● Business casual atmosphere in a flexible working environment

● Team-focused culture that promotes innovation and ownership

● Access to cutting-edge investment reporting technology and expertise

● 401(k) with match

● PTO and volunteer time off to give back to the community

● Defined and undefined career pathways allowing you to grow your own way

● Work from anywhere three weeks out of the year

● Work-from-home Fridays

● Maternity and paternity leave


Compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location. Benefits include health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits.


Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Clearwater Analytics (CWAN) New York, New York, USA Office

1 Rockefeller Plaza Floor 27, New York, NY, United States, 10020

Similar Jobs at Clearwater Analytics (CWAN)

57 Minutes Ago
Hybrid
Entry level
Entry level
Fintech • Software • Financial Services
Investigate client billing disputes, fee reduction or waiver requests, and potential concession situations. Review contracts, billing history, and account records; coordinate with Client Success and Support; document findings and recommendations for approval; and maintain case logs to identify recurring issues and account patterns.
Top Skills: Excel
57 Minutes Ago
Hybrid
Junior
Junior
Fintech • Software • Financial Services
The Solutions Consultant supports sales by understanding prospect and client processes, documenting requirements, preparing proposals and RFP responses, and demonstrating how the Clearwater solution addresses operational challenges. The role contributes to winning new business, researches sales opportunities, provides product and market feedback, and serves as a subject matter expert in finance, accounting, technology, and investment operations.
Top Skills: MS Office
Entry level
Fintech • Software • Financial Services
Reconciles investment portfolio transactions and holdings against external provider data, investigates discrepancies, delivers accurate daily client updates, and supports workflow improvements. The role builds relationships with clients and data providers, contributes to internal projects, mentors analysts, resolves complex issues, monitors success metrics, and develops training materials. It requires intermediate knowledge of investment, finance, accounting, GAAP, and non-GAAP accounting concepts.
Top Skills: Web-Based Portfolio Reconciliation System

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account