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Manage and deepen client relationships for large institutional clients, ensuring accurate reporting, operational performance, and service delivery. Oversee client health and delivery metrics, mentor analysts, provide client training, resolve inquiries, drive product adoption, collaborate with sales, and relay client feedback to improve operations and product offerings.

Lead design, implementation, tracking, and reporting of operations performance versus company goals. Develop metrics and reporting cadence, manage risk practices, drive process and lean improvements, prepare presentations for leadership and boards, represent Client Services, and execute strategic or ad-hoc projects.

Develop foundational software engineering skills, complete simple coding tasks with minimal supervision, collaborate with peers, participate in code review, learn the business domain, incorporate feedback, and grow technical and communication abilities.

The Sales Director leads a sales team to achieve targets, develops strategies, maintains relationships with clients, and guides team members through the sales process.

The Marketing Operations Manager will oversee the marketing tech stack, manage lead lifecycle processes, ensure data governance, and optimize conversion rates while collaborating with various teams.

The Principal Product Manager will lead a team to manage the Clearwater Private Funds System, ensuring client needs are met in insurance accounting. Responsibilities include defining system functionalities, coordinating with clients and teams, and driving projects to deliver effective financial product insights.

Maintain and integrate investment data; build data systems and ETL pipelines; analyze large datasets; produce visualizations and reports (Tableau/Power BI/D3.js); improve data quality and governance; develop analytical tools; collaborate with clients, system architects, and product teams.

The Billing Analyst will manage billing operations, invoicing, contract reviews, collections, and month-end reporting, ensuring accurate records and client satisfaction.

Lead enterprise sales efforts to identify, qualify, and close new business with large clients. Conduct presentations and demos, tailor solutions through consultative selling, negotiate deals, manage a CRM-driven pipeline, collaborate with pre-sales and client success, and build long-term client relationships while tracking market intelligence.

Provide operational support to hedge fund clients by answering investment and accounting inquiries, delivering financial statement and analytics reporting, performing account setup and reconciliations, validating investment data against market sources, using internal tools, managing productivity/quality metrics, handling complex queries, collaborating on projects, and training junior staff.