Clearwater Analytics (CWAN)
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Fintech • Software • Financial Services
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.
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.
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.
