Senior Technical Account Manager, Clearwater Analytics
$150-200k
4+ days a week in office
Unified front-to-back investment management platform
Job no longer available
Unified front-to-back investment management platform
1001+ employees
Job no longer available
$150-200k
4+ days a week in office
1001+ employees
Company mission
To provide investment professionals with the modern technology they deserve.
Role
Who you are
- 7+ years of experience with a relevant software vendor, consultancy, or market participant; ideally in a customer success, technical account management, or software development role
- Experience managing relationships with clients/stakeholders and managing external projects
- Experience in the financial space (trading, risk management, hedge funds, etc.)
- Strong technical expertise in solution architecture within public clouds (AWS, Azure, etc)
- Experience with at least one of the following languages is a must: C++. Rust, Python
- Experience with financial engineering and modeling or data science in relevant industries
- Experience with SDLC tools and agile development
- Strong analytical and problem-solving skills; hands-on approach to resolving technical issues
- Excellent verbal and written communication skills; strong attention to detail
- Persistence and adaptability – expect and embrace change and challenges in a start-up environment
Desirable
- Experience with cloud infrastructure, Docker, Linux administration
- Knowledge of fixed income, equity, and FX/IR/commodity derivative markets
What the job involves
- We’re looking for a Senior Technical Account Manager to manage relationships with clients and help them drive value from Beacon Platform by understanding their needs and focusing on technical solutions
- This differs from a standard AM role due to the technical nature and the emphasis on having a background in development and an understanding of the financial space
- Proactively manage relationships with a small portfolio of clients throughout their Beacon journey (signing, onboarding, go-live, etc.). Conduct regular touchpoints and business reviews to discuss client needs, support, and insights
- Develop expertise about your clients, their business, and their use of Beacon; build internal knowledge/health metrics/reporting about your clients and scale across Beacon Sales, Product Management/Engineering, Client Support, etc
- Work closely with clients and Beacon Client Support to resolve technical incidents and questions
- Work closely with the Sales and Account Management team to understand client needs, drive feature adoption/user expansion, and uncover opportunities for client projects/professional services
- Work with Beacon Product Management/Engineering to champion the interests of their clients and inform product roadmap and feature request decisions based on the Voice of the Customer
- Drive adoption and expansion by supporting the rollout of new features and helping the customer set and achieve objectives with Beacon Platform; coach customers on best practices to get the most out of the platform
Our take
Managing investments at large financial firms is hugely complicated and banks, insurers, and hedge funds often rely on multiple systems that don't work smoothly together, causing slow reporting, errors, and fragmented data. In fast-moving markets, these kind of inefficiencies can quickly become very expensive problems.
Clearwater Analytics is tackling this problem, providing a cloud-based platform that combines investment management, accounting, trading, reporting, and risk analysis into one system. By replacing disconnected legacy software, Clearwater is helping firms automate workflows and get a better real-time view of their investments.
Unsurprisingly, the company has been growing rapidly as more financial firms modernize their operations. Recently, Clearwater reported revenue growth of 74% year-over-year and now supports more than $10 trillion in assets globally. Backed by major acquisitions and an $8.4 billion takeover deal, Clearwater is really making waves in modern finance.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
77% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Oct 2021
$56m
SERIES C
Jan 2020
$20m
SERIES B
Total funding: $96.5m
Company HQ
Downtown, Boise, ID
Leadership
Sandeep Sahai
(CEO)Sandeep joined Clearwater Analytics in 2016 as an Executive Chairman, moving into the role of CEO in 2018. They are also an Operating Partner at Welsh, Carson, Anderson & Stowe.
Shane Akeroyd
(CSO)Shane is also the Vice Chairman at BlueVoyant. Previously, they were a President at Digital Asset and an Executive VP at IHS Markit.
Cindy Blendu
(Chief Administrative Officer)Cindy is also the Founder of Headpoint Consulting where they serve as a Consultant. Prior to joining Clearwater Analytics in 2018, they were the Global Head of HR at Solera and a Senior VP of Corporate Functions at Advantia Health.
Jim Cox
(CFO)Prior to joining Clearwater Analytics in 2019, Jim was the CFO at Glassdoor, Lithium Technologies and Advent Software.
Souvik Das
(Chief Product & Technology Officer)Souvik is also a Technical Advisor at Glilot Capital Partners. Previously, they were the CTO at Zenefits and an SVP of Engineering at Grand Rounds.
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