Portfolio Management System - Product Specialist
Clearwater Analytics
About this role
A Client Servicing Subject Matter Expert is a domain specialist who acts as a liaison between clients and internal teams, leveraging deep knowledge of Clearwater systems to configure solutions for investment accounting and reporting. The role supports large clients by ensuring system fit, contributing to client success, and serving as a trusted decision-maker and mentor.
Skills
Qualifications
About Clearwater Analytics
clearwateranalytics.comClearwater Analytics is the leading provider of investment accounting software for reporting and reconciliation services for institutional investors.
Recent company news
Simply Wall StreetHas Clearwater Analytics (CWAN) Repricing Opened A Window After Recent Share Price Weakness?
11 hours ago
MarketBeatB. Metzler seel. Sohn & Co. AG Grows Holdings in Clearwater Analytics Holdings, Inc. $CWAN
2 days ago
AOL.comStarboard Value LP Opens Major Stake in Clearwater Analytics’ Investment Accounting Platform
1 day ago
ReutersExclusive: Starboard takes large stake in Clearwater Analytics, sources say
Dec 9, 2025
CNBCPermira, Warburg to buy investment and accounting software maker Clearwater Analytics for $8.4 billion
Dec 21, 2025
About Clearwater Analytics
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Clearwater Analytics.
Salary
$85k – $144k
per year
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