Job Summary:
The Team Lead leads a technically sophisticated team responsible for delivering Clearwater’s Prism product to clients.
They handle performance management, identify learning opportunities, and serve as an escalation point for important inquiries. They apply domain knowledge to ensure successful client delivery of Prism solutions, playing a crucial player/coach role.
This role sits at the intersection of client reporting, data engineering, and people management. The ideal candidate thrives in ambiguous, fast-evolving product environments, brings hands-on technical depth in data pipelines and client reporting, and has a proven track record of leading cross-functional, globally distributed teams.
Responsibilities:
Leads, mentors, trains and retains a team of analysts and delivery specialists.
Owns end-to-end delivery of Prism implementations, ensuring quality, timeliness, and client satisfaction
Partners with Sales to scope, support, and close new Prism opportunities
Manages team performance through regular 1-on-1s, goal setting, and career development
Establishes and monitors project and delivery metrics; implements process improvements to reduce client escalation frequency
Identify improvement opportunities and drive solutions across the Prism team
Operate within a global framework
Demonstrate effective management of both people and projects.
Required skills:
Deep understanding of data pipeline design, data ingestion, and data normalization
Proficiency in SQL and query development for reporting and data analysis
Experience with client reporting platforms and building production-grade reports
Strong client-facing communication skills, including comfort managing escalations at senior levels
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving abilities.
Education and Experience:
4+ years of relevant experience
For internal candidates, people management experience is not-essential.
Skills Required
- Strong foundation in accounting knowledge
- Advanced technical skills in Clarizen, Salesforce, InsightSquared, Paylocity
- Advanced technical skills in MS Office Suite and tools for Data Migration, Reporting, Reconciliation
- Knowledge of securities and financial markets
- Familiarity with accounting and reporting for fixed income, structured products, and/or derivatives
- Proficiency in Microsoft Office (including Excel)
- Excellent attention to detail and strong documentation skills
- Outstanding verbal and written communication skills
- Strong organizational and interpersonal skills
- Exceptional problem-solving abilities
- Bachelor's or Master's degree in Finance or Accounting
- 4+ years leading and managing Implementation teams
- Experience with Project Management tools
- Experience with MS SQL or similar relational databases
Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Retirement Support — A 401(k) plan with employer matching (commonly up to 4%) and references to immediate or Safe Harbor vesting indicate solid long‑term savings support. This combination is highlighted across employer materials and job postings.
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Leave & Time Off Breadth — Immediate eligibility for PTO, paid holidays, and volunteer time off is noted, alongside paid maternity and paternity leave. This breadth suggests a well-rounded time‑off framework from day one.
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Parental & Family Support — Paid parental leave is complemented by childcare benefits, a Dependent Care FSA, and amenities such as an onsite Mother’s Room. These provisions point to tangible support for families.
Clearwater Analytics (CWAN) Insights
What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.


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