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Clearwater Analytics Logo

Account Manager

Clearwater Analytics

Boise, IDFull time0-2 yearsNot Disclosed

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Job Description

The ideal candidate will be able to appropriately identify the needs of both new and current customers in order to aid customers in their success using our product. This will be done by developing an appropriate level of communication with clients and internal team members to better understand and mitigate any issues the customers may face. 

 

Responsibilities
  • Work cross functionally within the company to communicate with all stakeholders in customers' success
  • Create and maintain relationships with customers to better understand and achieve their needs
  • Make visits to our customers to identify opportunities for growth within our platform
  • Manage all reporting about the health of customers' accounts


Qualifications

  • Previous account management experience
  • Articulate and well accustomed to a client facing role
  • Willingness and ability to travel

About The Company

Clearwater Analytics

Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients. With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

Company Size1000-5000
HeadquartersBoise, Idaho
IndustrySoftware Development
TypePublic Company
SpecialitiesIntegrated Investment Accounting, Compliance, Performance & Risk Reporting, daily aggregation, reconciliation and validation of investment data, Complete investment portfolio transparency, Automated GAAP, STAT and Tax Investment Accounting, and saas

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