Clearwater Analytics (CWAN)
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Fintech • Software • Financial Services
Manage relationships with institutional investment clients, resolve enquiries, support investment accounting and reporting needs, validate financial data, reconcile transactions, and handle account setup, compliance, and operational tasks. The role requires strong communication, organization, attention to detail, problem-solving, and German and English fluency while supporting clients on Clearwater’s SaaS platform.
Fintech • Software • Financial Services
Lead end-to-end client onboarding for Clearwater’s investment management SaaS platform. Configure solutions, conduct training, troubleshoot issues, manage stakeholder communications, coordinate internal teams, identify implementation risks, and ensure project milestones are met. The role supports institutional investment clients across accounting, compliance, performance, risk, and reporting workflows while acting as a consultative implementation partner.
Fintech • Software • Financial Services
Lead end-to-end client onboarding onto Clearwater’s investment management SaaS platform. Configure tailored solutions across accounting, compliance, performance, risk, and reporting; train clients; troubleshoot issues; manage stakeholders, risks, project plans, and milestones; and communicate the platform’s value to institutional investors across the DACH region.
