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2 Months AgoSaved
Hybrid
2 Locations
102K-144K Annually
Senior level
102K-144K Annually
Senior level
Fintech • Software • Financial Services
Drive revenue growth by prospecting enterprise asset management clients, presenting and demonstrating solutions, conducting consultative selling, negotiating complex deals, managing the sales pipeline, forecasting opportunities, and building executive-level client relationships. Collaborate with presales, solution consulting, marketing, and client success teams while monitoring industry trends and competitor offerings.
Top Skills: CRMFintechInvestment Reporting TechnologySaaS
Reposted 2 Months AgoSaved
Hybrid
Boise, ID, USA
Senior level
Senior level
Fintech • Software • Financial Services
Manage client engagement, reporting, and operational performance for financial services. Develop strong client relationships and ensure quality service delivery, mentoring analysts and coordinating inquiries.
Top Skills: Investment Reporting TechnologyMS Office
Reposted 2 Months AgoSaved
Hybrid
Chicago, IL, USA
60K-85K Annually
Mid level
60K-85K Annually
Mid level
Fintech • Software • Financial Services
Manage and oversee implementation projects for a portfolio of clients: create project plans, coordinate resources and vendors, report status, lead steering committees, manage commercials and resource allocation, track project metrics, maintain client relationships, facilitate transition to steady-state teams, and run multiple implementations with minimal supervision.
Top Skills: ExcelFintechInvestment Accounting SoftwareJIRAMonday.ComReporting & Analytics SoftwareSaaSSalesforceSmartsheet
Reposted 2 Months AgoSaved
Hybrid
2 Locations
89K-115K Annually
Junior
89K-115K Annually
Junior
Fintech • Software • Financial Services
Partner with prospects and clients to identify operational pain points, demonstrate the Clearwater solution, win new business, craft proposals/RFP responses, document requirements and processes, provide product feedback, and support sales visit preparation as a subject matter expert in finance, accounting, and/or technology.
Top Skills: Clearwater SolutionMS Office
Reposted 2 Months AgoSaved
Hybrid
New York, NY, USA
102K-144K Annually
Senior level
102K-144K Annually
Senior level
Fintech • Software • Financial Services
The Product Marketing Manager will lead go-to-market strategies for Clearwater's Asset Management segment, focusing on OMS/PMS platforms, developing positioning, messaging, and enabling sales with market insights.
Top Skills: Investment Reporting TechnologyOmsPms
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Reposted 2 Months AgoSaved
Hybrid
New York, NY, USA
102K-144K Annually
Expert/Leader
102K-144K Annually
Expert/Leader
Fintech • Software • Financial Services
The role involves improving reconciliation processes, training, project management, and providing expert guidance on data flow and reconciliation tools. Responsibilities include conducting training sessions, ensuring compliance, and leading automation initiatives.
Top Skills: MS Office
Reposted 2 Months AgoSaved
Hybrid
Boise, ID, USA
Junior
Junior
Fintech • Software • Financial Services
Client Servicing Analysts provide operational support and manage client inquiries about investment accounting, collaborating to enhance client experiences and efficiently resolve issues.
Top Skills: MS Office
Reposted 2 Months AgoSaved
Hybrid
New York, NY, USA
115K-148K Annually
Junior
115K-148K Annually
Junior
Fintech • Software • Financial Services
Develop, enhance, and maintain backend applications and services for risk analytics and data processing. Collaborate with product, quant, and engineering teams, participate in design, write tests, troubleshoot issues, support CI/CD and release activities, and document designs and APIs.
Top Skills: APIsBackend ServicesC#C++GitJavaMicroservicesPython
Reposted 2 Months AgoSaved
Hybrid
Boise, ID, USA
Mid level
Mid level
Fintech • Software • Financial Services
Service Delivery Managers manage client relationships, ensuring satisfaction and operational performance. They oversee reporting, coordinate issue resolution, and provide client training on investment operations.
Top Skills: MS Office
Reposted 2 Months AgoSaved
Hybrid
New York, NY, USA
102K-144K Annually
Senior level
102K-144K Annually
Senior level
Fintech • Software • Financial Services
Lead enterprise sales efforts to identify, pursue, and close large insurance and financial clients. Drive prospecting, deliver presentations and demos, negotiate deals, manage pipeline/CRM, collaborate with pre-sales and implementation teams, and maintain long-term client relationships while tracking market trends.
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