Clearwater Analytics (CWAN)
Teams at Clearwater Analytics (CWAN)
Recently posted jobs
Fintech • Software • Financial Services
Lead client implementations for Enfusion's electronic trading (OEMS) product, managing project planning, requirements gathering, UAT, product setup and go-live. Serve as client escalation point, deliver product demos, advise on workflows/best practices, and collaborate with Development to shape roadmap and enhancements.
Fintech • Software • Financial Services
Lead and manage a client servicing team to ensure high-quality client delivery, coach and develop staff, own performance reviews, design and track success metrics (NPS, CSAT, SLA, retention), handle escalations, support client relationship reviews, optimize processes with cross-functional teams, and onboard new clients. Use tooling such as Salesforce, Workday, and Power BI to monitor team performance.
Fintech • Software • Financial Services
Reconciles investment portfolio data from external sources with an internal web-based system, ensuring accurate daily client reporting. Investigates reconciliation issues, applies financial and accounting concepts, communicates with data providers and stakeholders, and maintains documentation. The role requires strong Excel and Microsoft Office skills, attention to detail, problem-solving ability, and familiarity with investment concepts, securities, GAAP or IFRS, and financial markets.
