Clearwater Analytics (CWAN) · 1 day ago
Electronic Trading (OEMS) - Sr Subject Matter Expert
New York, NY
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $168K/yr
7+ years expClearwater Analytics is a company focused on enhancing the efficiency and scalability of their OEMS Support model. The Sr. Subject Matter Expert will collaborate with product and technology teams to improve client satisfaction and support quality, while also developing training sessions and documentation for client service teams.
AccountingAnalyticsData IntegrationInsurTech
Responsibilities
Efficiency and Scalability Enhancement
Collaborate with the product and development teams across the OEMS verticals on bug fixes and Statement of Work development efforts as needed
Work with product and development teams on major releases. Create training and documentation around these releases as well as fill any knowledge gaps relating to the OEMS
Identify opportunities for self-service and level 1 support documentation to decrease the number of escalations to specialists and above
Client Engagement and Relationship Building
Actively participate in building an exceptional client experience by engaging with clients on high value OEMS initiatives, both strategic and tactical, outside the standard ticket-based workflow
Travel as needed on site to clients to engage with the teams and actively troubleshoot workflow issues, escalating issues as needed
Document client’s ad-hoc workflows for a centralized team knowledge base
Engage with high-value clients to optimize their use of the OEMS, strengthening their relationship with CWAN acting as a trusted consultant
Work with clients on key initiatives such as new fund launches, new strategies, etc. and their corresponding workflows providing advice on leveraging existing functionality as well as working with the product and technology teams on any gaps to ensure a smooth experience
Liaise Between Client Success Teams
Serve as a dedicated liaison between Client Success Teams including Onboarding, Account Management, OEMS Product Support and OEMS Product and Technology
Establish a working relationship with OEMS Onboarding management and workflows to create a smooth transition from onboarding to steady state product support
Vision Development for OEMS Support
Develop a future looking roadmap for self-service initiatives and work with the respective product and tech teams as well as content to execute these goals
Create scope definition between steady state support requests vs. Paid professional services and onboarding projects to ensure alignment of OEMS team responsibilities
Qualification
Required
7+ years of hedge fund portfolio management, trading, or related experience using an order and/or execution management system
Strong understanding of portfolio management, allocations, trading strategies, order entry workflows, compliance, etc
Excellent communication, interpersonal and presentation skills, with a focus on client engagement
Ability to break down complex technical workflows into relatable and easy to understand instructions
Strong written and verbal communication skills
Experience documenting workflows steps
Experience with a support ticketing system such as Zendesk
Willingness to travel to client offices as needed within the region of coverage
Bachelors degree in Finance or related field
Preferred
Enfusion OEMS experience
Understanding of FIX messaging and FIX protocol
Benefits
Health/vision/dental insurance
401(k)
PTO
Parental leave
Medical leave
STD/LTD insurance benefits
Company
Clearwater Analytics (CWAN)
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets.
1001-5000 employees
H1B Sponsorship
Clearwater Analytics (CWAN) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (18)
2024 (17)
2023 (15)
2022 (22)
2021 (11)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$1.97B2025-12-21Private Equity
2025-12-21Acquired
2025-05-12Post Ipo Equity· $261.81M
Leadership Team
Sandeep Sahai
CEO
James Cox
Chief Financial Officer
Recent News
Morningstar.com
2026-01-07
Company data provided by crunchbase