Clearwater Analytics (CWAN)
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Fintech • Software • Financial Services
Provides operational and client support for investment accounting software users. Handles inquiries involving financial statements, analytics, compliance, reconciliations, investment data, and accounting matters. Builds client relationships, resolves complex issues, manages workflow priorities, validates data, and supports account setup and client controls. Also contributes to long-term projects and coaches junior staff.
Fintech • Software • Financial Services
Own day-to-day relationships with sophisticated asset management and insurance clients. Manage inquiries, account setup, reconciliations, month-end processes, compliance tasks, data validation, onboarding, portfolio transitions, reporting, and process improvements. Coordinate across servicing, product, delivery, billing, sales, and reconciliation teams while resolving issues through Clearwater tools, improving documentation, and identifying scalable operational solutions.
Fintech • Software • Financial Services
Leads client-facing software implementation projects from scope definition through transition to steady-state servicing. Develops implementation plans, coordinates internal, client, and third-party resources, manages budgets and timelines, produces status reporting, and leads steering committee meetings. Acts as a relationship manager across Sales, Delivery, Client Services, and Development teams while driving service improvements and managing multiple implementations in a matrix environment.
