Total 10 job vacancies by Clearwater Analytics, LLC

Job Summary:

We are seeking a strategic and experienced Head of Professional Services to lead our professional services division. As the Head of Professional Services, you will be responsible for overseeing all aspects of our services delivery, client relationships, and the growth and profitability of the division. The ideal candidate will have a proven track record in managing professional services teams, a deep understanding of the industry, and strong leadership skills.

Responsibilities:

• Develop and execute a strategic plan to grow the professional services practice, including identifying market trends, client needs, and service offerings.

• Drive business development efforts, including identifying new opportunities, nurturing leads, and expanding the client base to achieve revenue growth targets.

• Lead, manage, and develop a high-performing team of professionals, providing guidance, mentorship, and fostering a collaborative and client-focused culture.

• Ensure the successful delivery of high-quality services to clients, meeting their needs, deadlines, and budget requirements.

• Build and maintain strong relationships with key clients, serving as a trusted advisor and providing strategic insights and solutions.

• Collaborate with internal stakeholders, such as sales, marketing, and product development, to align strategies, leverage resources, and drive overall business success.

• Stay up-to-date with industry trends, emerging technologies, and best practices, and lead efforts to continually enhance and innovate our service offerings.

• Develop and monitor key performance metrics, such as project profitability, client satisfaction, and employee utilization, taking necessary actions to meet and exceed targets.

• Manage and optimize resource allocation, ensuring the appropriate staffing levels and skill sets to meet client demands and project requirements.

• Represent the company and the professional services division at industry events, conferences, and networking opportunities, and actively contribute to thought leadership initiatives.

Required Skills:

• Strong business acumen, strategic thinking skills, and the ability to drive business growth and profitability.

• Excellent leadership and team management abilities, with a focus on developing and motivating high-performing teams.

• Exceptional communication, negotiation, and interpersonal skills, with an ability to build and maintain strong client relationships.

• Deep knowledge of the investment accounting industry, including trends, challenges, and competitive landscape.

• Proven experience in business development, client relationship management, and achieving revenue targets.

• Strong project management skills, with the ability to oversee multiple projects and teams simultaneously.

• Proficiency in relevant software and tools to manage project delivery and performance metrics.

Education and Experience:

• Bachelor's degree in a relevant field (Master's degree preferred).

• 15+years of experience in the professional services or consultant/advisory role, with a proven track record of success in a leadership role.

What we offer:

• Business casual atmosphere in a flexible working environment 

• Team focused culture that promotes innovation and ownership 

• Access cutting edge investment reporting technology and expertise

• Defined and undefined career pathways allowing you to grow your own way 

• Competitive medical, dental, vision, and life insurance benefits

• Maternity and paternity leave 

• Personal Time Off and Volunteer Time Off to give back to the community

• RSUs as well as employee stock purchase plan and 401k with match  

• Work from anywhere 3 weeks out of the year 

• Work from home Fridays

Compensation Range: $185,000/YR-$225,000/YR + Bonus. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, Benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Clearwater Analytics’ mission is to become the world’s most trusted and comprehensive technology platform for investment reporting, accounting, and analytics. With our team, you will partner with the most sophisticated and innovative institutional investors around the world. If you are infectiously passionate about what you do, intensely committed to clients and driven by continuous innovation and improvement…We want you to apply!

We are looking for a Global Payroll Manager to lead the global payroll process and manage US and International payroll operations. You are experienced in leading and growing Global Payroll Operations and are passionate about building world class payroll processes. You will work closely with HR and Finance and Accounting teams along with others organizational teams. You are a hands-on manager, who is expected to run day-to-day payroll operations, support new and existing global pay programs, manage relationships for outsourced payroll services in international locations, and drive process standardization, automation, and improvement in the controls for payroll globally. You have a strong knowledge of US payroll including compliance with Federal and State taxes and understanding of international payroll laws and taxes. You will report to the VP Controller and be part of the Finance and Accounting organization.

What you will do

• Manage and coordinate payroll operations and related activities that ensure compliance and timely preparation of U.S. and international jurisdiction payrolls for 1,500+ employees
• Audit payroll transactions and payroll registers prior to finalizing - ensure proper processes are in place for capturing all inputs accurately and review payroll outputs
• Oversee and review processing of off cycle payrolls for equity-related transactions
• Perform and review monthly payroll close duties, including the preparation/review of period-end accruals and monthly journal entries for all payroll and benefits, preparation/review of reconciliations of payroll accounts and preparation of month-end flux analysis for all payroll accounts
• Respond to employee inquiries and serve as liaison between employee and third-party providers
• Develop and implement payroll processes, policies & procedures to ensure proper internal controls – own all payroll-related internal controls
• Maintain compliance by reviewing all payroll reporting and ensure accurate and timely filing with appropriate government authorities
• Support external financial statement audit and quarterly reviews.
• Coordinate with the HR team on payroll-related 401K and Worker’s Compensation audits
• Manage other ad hoc projects as deemed necessary

Who you are

• BS degree or equivalent. CPP designation preferred
• 7+ years of payroll processing experience for a global workforce
• 4+ years experience in a Managerial/Supervisory role
• Strong Workday Payroll experience requirement
• Excellent communication and organizational skills and the ability to work under pressure
• Adaptable to a fast changing work environment; able to deliver accurate and on-time payroll regardless of the circumstances
• Demonstrate initiative and ability to work independently with minimal daily direction from management to accomplish objectives and deadlines
• Advanced knowledge of Microsoft Excel required

What we offer

• Business casual atmosphere
• Team focused culture that promotes innovation and ownership
• Access cutting edge investment reporting technology and expertise 
• RSUs as well as employee stock purchase plan and 401k with match  
• PTO and volunteer time off to give back to the community 
• Defined and undefined career pathways allowing you to grow your own way 
• Work from anywhere 3 weeks out of the year 
• Work from home Fridays
• Maternity and paternity leave

Salary Range: $85K-$144K

Job Summary: 

The senior Product Manager holds the responsibility for designing, developing, and overseeing activities related to a specific product or a group of products. This oversight encompasses everything from defining the product and planning its development to production and go-to-market strategies. Additionally, the Product Manager is tasked with crafting the product roadmap necessary to achieve bookings, client NPS, and gross margin targets associated with their component. 

To facilitate organic growth, the product manager collaborates with internal stakeholders, clients, and prospects to identify new product capability requirements. They maintain close collaboration with their development teams to ensure the successful creation and introduction of these new capabilities to the market. Furthermore, the Product Manager takes charge of testing and implementing these fresh features with clients and actively promotes future growth to a broader audience of Clearwater clients and prospects. 

Responsibilities: 

• Team Span, responsible for handling a team of 8-15 Developers.  

• Owns a product in the Clearwater system. 

• Prioritizes and manages the backlog for their product. 

• Defines requirements for feature development with occasional support from their lead. 

• Collaborates with their development team on the design and building of features. 

• Defines the product roadmap for their product. 

• Communicates regularly with stakeholders about the product roadmap and upon release of functionality. 

• Actively speaks with clients about their component’s use case and future needs. 

• Measures success of new feature releases.

• Act as a subject manager expert in alternative investments. 

• Provides expertise and support to the Sales team on their product. 

• Providing leadership and expertise to our ever-growing workforce. 

• Leads team with occasional guidance and training from division lead.  

• Participates in at least one large-scale effort aimed at promoting employee retention or employee engagement. 

• Teaches and guides other teams towards effective team processes. 

Required Skills: 

• Possess strong analytical skills, with excellent problem-solving abilities in the face of ambiguity. 

• Ability to work across the organization with sales, product, operations, and technology. 

• Knowledge of Private Markets and financial services.

• 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: 

• Bachelor's/master's degree in engineering or a related field. 

• 7+ years of relevant experience. 

• 4+ years professional experience in Investment Management, Operations, or Accounting. 

• Experience working directly with clients. 

• Experience in data visualization. 

• Experience writing business requirements for a financial technology product or service. 

• Prior experience preparing and delivering presentations to clients and internal stakeholders. 

• Experience working with Alternative Investments such as Private Equity, Limited Partnerships, Mortgage Loans, Bank Loans, or Derivatives. 

Salary will DOE and location. Base: $110k - $144k + bonus + RSUs

In this highly strategic role, we need an experienced individual who acts as an expert partner to the Chief Product Officer (CPO) to establish the company’s product strategy. They would critically analyze the market, build insightful thesis on our competitive position, assist sales efforts, engage with strategic clients, and build go-to-market content. They would cover all segments (i.e. strategic, enterprise, commercial) within the market as well as major geographies like NA and EMEA.

Key Responsibilities:

• Market Analysis: Conduct quantitative and qualitative analysis of Investment management solutions in the Insurance market to identify growth opportunities and threats for Clearwater product portfolio. These could range from macro industry trends to competitive developments such as acquisitions. For example, they would uncover compelling reasons or barriers for clients to migrate from legacy insurance accounting providers and what their challenges are in doing so. Publish a strategy consultant style, market analysis report once a year covering these topics as well as others described below. They would also help identify new collateral, strategies, new go to market tactical motions that would help Clearwater overcome the barriers and capitalize on any opportunities.

• Solution Map/Blueprint: Create solution blueprints covering all functional areas from front to back office, and all the enabler technological functionality such as data management, integrations, and document portals. Visualize the interplay of different systems and modules. Identify 2 - 3 competitive players in each area that Clearwater provides functionality in and 2 - 3 target partners or acquisitions where we don't. This blueprint should be published and updated once a year.

• Build/Buy/Partner Strategy: Collaborate with the CPO, Chief Revenue Officer (CRO), and Chief Client Officer (CCO) and their direct leaders to plan long term product strategy (build) and identify potential buy/partnership areas. Partnerships can range from consultants, systems integrators, and software providers. Then, work with the head of MP&A to identify prospect partners, acquisitions, and alliances. Participate in due diligence of specific target companies on their product strategy and differentiators.

• Client Engagement and Sales Support: Support key deals and strategic clients to drive sales and learn directly from clients. Build relationships with key stakeholders as a domain, market and Clearwater products expert. Build a trusted network of client sponsors and executives to tap into for product level engagements. Organize and host product advisory boards 1- 2 times a year in N.A and EMEA comprising of client senior executives (CXOs and CXOs - 1), working closely with CPO and CCO. Identify timely topics of interest and recruit external speakers or client speakers to complement internal speakers.

• Role is not expected to be the single point of contact (SPOC) for implementation or delivery or responsible for closing deals.

• Sales Analysis: Analyze why the company wins deals (strengths), why we lose (weaknesses) and what can drive more wins in market by segment. Aggregate anecdotal, quantitative sales operational, and qualitative evidence to build a thesis of our winning differentiators and weak points. These would result in driving our areas of over or underinvestment in the product. This report should be published once every six months.

• Thought Leadership: Speak the language of the client buyers, influencers, and consultants to establish Clearwater as a leading authority of expertise in investment management within the industry, not just in accounting or regulatory reporting. Publish blogs, write byline articles, speak at industry conferences, and engage with industry analysts.

• Go-To-Market Content Development: Produce go to market collateral such as Clearwater's industry value proposition across all our products. Create an industry commercial deck that encompasses all products and creates a compelling story of our product innovations. Other assets would include competitive analysis. Partner with marketing and pre-sales teams to review, critique and update client facing assets ranging from datasheets to demo stories. Such content should be updated once every six months or upon major product launches.

Qualifications:

• 15+ years of relevant experience in investment management and accounting solutions in the Insurance market either as an investment technology provider to insurers, consultant or as a business leader overseeing one or more functions at a mid-sized or bigger Insurer. A combination of two experiences would be a big plus.

• Experience in more than one functional domain of investment accounting (required), regulatory reporting, operations, front office/investments, and large technology implementation projects.

• Can showcase insights into industry challenges such as regional regulations or changing investment allocations.

• Defined point of view of current technology vendors for investment management.

• Excellent team and relationship building abilities, with both internal and external parties.

• Ability to influence executives, senior leaders, and key stakeholders via diplomacy and tact a must.

• Demonstrated and superior written, oral and presentation skills. Ability to present to CXOs and their directs.

• Data driven, and analytically minded/critical thinker.

• Hands-on individual who can create their own market models, decks and documents.

• B.S in Finance, Business, or a technical degree such as computer science. MBA is a plus.

Other desirable attributes:

• Located in NYC metropolitan area and able to commute to the office as per Clearwater 4 days a week

• Willing to travel 25% - 50% of the time.

What we offer:

• Team focused culture that promotes innovation and ownership
• Access cutting edge investment reporting technology and expertise 
• RSUs as well as employee stock purchase plan and 401k with match  
• PTO and volunteer time off to give back to the community 
• Defined and undefined career pathways allowing you to grow your own way 
• Work from anywhere 3 weeks out of the year 
• Work from home Fridays
• Maternity and paternity leave

Salary range: $200k - $260k + bonus + RSUs

Job Summary:

We are seeking a hands-on, strategic product leader, who can lead and execute a vision for our scalable, configurable, Investment Data Management Cloud platform. This role will primarily focus on the data platform required for all of Clearwater’s products, while also contributing to our global data management strategy. You will also play a critical role in scaling our platform across asset classes and industries, creating a highly configurable data platform that powers all our analytical and AI products.

This is an exceptional opportunity for a seasoned professional with experience building data pipelines and analytical financial technology software.  In close collaboration with Sales, Engineering, Operations and Services teams you will strategically implement the high-level road map for our foundational data layer and enable the development of multiple product lines.

You will report to the Chief Product Officer and will be responsible for defining market problems, developing a short- and long-term product strategy, mentor product managers and convert strategy into product deliverables and releases. 

Responsibilities:

Leadership:

• Develop a comprehensive security, pricing and client master data management strategy and long-term roadmap with short term prioritization.
• Lead a team of product managers and guide their product roadmaps to align with strategy.
• Drive roadmap execution by partnering with Engineering leaders and ensure high quality releases.
• Showcase internal and external thought leadership in all things related to investment data management at technical and functional forums.
• Develop, and manage to success metrics and present outcomes, insights, and continuous improvement plans to executive leadership team.

Business Growth:

• Evaluate data sources dependencies, data rights management, ingestion patterns and data persistence to optimize for current and future client needs.
• Assess Clearwater data strategy fit by market, segments and use cases, and build comprehensive roadmap to address capability gaps that drive revenue growth.
• Continuously evaluate current platform and build a vision for a highly scalable, automated, and resilient data platform

Client Success:

• Support clients go-lives, manage client escalations and ensure SLAs.
• Lead client design partner discussions on data management challenges and respond with solutions and roadmap items.

Product Innovation:

• Work with technology and executive leadership to create multiyear, annual, and quarterly roadmaps and oversee their execution.
• Manage the product lifecycle, ensuring that products are delivered to the required quality standards.
• Partner with functional product leaders, market principals and at various levels across the organization, establish and maintain outstanding communication, and build/maintain collaborative relationships at all levels.
• Ability to build coherent narrative, explain technical and product priorities and convince leaders of your vision and strategy are critical to long term success of this role.
• Stay abreast of competitive, data technologies, and market dynamics and apply insights to the company’s product strategy and execution.

What we look for:

• 15+ years of experience in data management platforms in enterprise software with a minimum of 5 years in a product management leadership role leading PM team of 5 and above.
• At least 5 years of experience across more than one of these areas is required: master data management (especially finance domain), ETL/ELT, data integration, data warehousing, lake houses, and streaming data.
• Demonstrated ability to build a scalable, configurable enterprise data platform on the cloud, deployed across industries and geographies, migration to a componentized architecture, and capable of handling large amounts of data with low latency.
• Proven ability to manage complex data pipelines and integration with high volumes, variety, velocity and veracity.
• Excellent written and oral communication and presentation skills and write product strategy papers and create narrative decks.
• Commitment towards superior internal and external customer experience.
• Strong team leadership, decision-making, and organizational skills, with a desire to build exceptional products and deliver successful business outcomes.
• Bachelor's degree in computer science, math, or other relevant technical discipline.

Highly Preferred Experiences:

• Experience in the financial industry particularly in investment data such as IBORs along with security and pricing master.
• Expertise in typical financial data sources like custodial, market, pricing and client provided custom data.
• Experience working in the Insurance and Asset Management industry.
• Knowledge and experience with end-to-end application and systems development 

What we offer:

• Business casual atmosphere
• Team focused culture that promotes innovation and ownership 
• Access cutting edge investment reporting technology and expertise 
• RSUs as well as employee stock purchase plan (discounted shares)  
• Private medical and dental insurance
• Various social and volunteering opportunities, including volunteer time off to give back to the community 
• Defined and undefined career pathways allowing you to grow your own way 
• Work from anywhere 3 weeks out of the year 
• An opportunity to revolutionize the investment industry

Compensation Range: $220,000/YR-$260,000/YR + Bonus. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, Benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class