Teams at Clearwater Analytics (CWAN)

17 Hours AgoSaved
Hybrid
Boise, ID, USA
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.
17 Hours AgoSaved
Hybrid
Boise, ID, USA
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.
17 Hours AgoSaved
Hybrid
Boise, ID, USA
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.