Data Analyst - Revenue Operations
About the job
- A Master's degree in business, Economics, or a related field is required.
- Two years of experience in data, secondary research, or a reporting role are required.
- Proficiency in Microsoft Excel, including formulas and pivot tables, is required.
- Basic familiarity with customer relationship management systems is required; Salesforce is preferred but not required.
- Strong attention to detail and willingness to verify work thoroughly prior to submission are required.
- Intellectual curiosity regarding data and interest in the evolving role of artificial intelligence in Revenue Operations are required.
- Strong written and verbal communication skills, with the ability to convey data findings clearly and accessibly, are required.
- Ability to manage multiple small projects concurrently is required.
- Maintain data quality and accuracy within Salesforce by identifying inconsistencies and supporting data-cleansing initiatives across accounts, opportunities, and territories.
- Assist in building and maintaining account- and contact-level data within Salesforce.
- Support sales process discipline, including tracking pipeline stages, funnel movement, and basic forecasting inputs.
- Extract and organize data sets to address inquiries from the Revenue Operations Leader or sales leadership, translating raw data into clear and concise summaries.
- Document workflows, definitions, and reporting logic to keep team processes consistent and transferable or scalable.
- Collaborate with senior Data Analysts and Sales Tool Analysts on territory routing and customer relationship management administration.
- Develop proficiency in the sales technology stack through hands-on training in Salesforce administration and sales reporting.
- Experience with Salesforce is preferred.
- Exposure to sales technology and reporting tools including Clari, Gong, Highspot, and artificial-intelligence-driven reporting platforms is desirable.
About the company
Clearwater Analytics offers a cloud-native SaaS platform for investment accounting, reporting, and analytics used by institutional investors worldwide. Its core product is a single-instance, multi-tenant system that automates the entire investment data lifecycle by ingesting, reconciling, and enriching data to create a single source of truth for portfolios. The platform includes modules for accounting, performance measurement, regulatory reporting, compliance, and risk analytics across all asset classes, including private markets. The company differentiates itself through a unified front-to-back office solution and expands capabilities via acquisitions to build a cohesive cross-asset platform; its goal is to simplify investment data management for clients and scale with assets under management using a recurring revenue model based on AUM.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Boise, Idaho
Founded
2004
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Simplify's Take
What believers are saying
- Q1 2026 revenue reached $221.2 million, up 74%, with ARR at $872 million.
- Gross revenue retention hit 97% in March 2026, showing sticky institutional demand.
- NFU Mutual selected Clearwater in September 2026, validating insurer demand for its operating model.
What critics are saying
- June 25, 2026 go-private removes public scrutiny and liquidity, concentrating control with sponsors.
- $3.525 billion Goldman-led debt financing increases leverage pressure after the buyout closes.
- Private credit rivals and Blackstone integrations squeeze Clearwater's differentiation as customers demand faster implementation.
What makes Clearwater Analytics unique
- June 2026 acquisition created front-to-back platform breadth across accounting, risk, and workflows.
- June 3, 2026 AI products embed automation into Clearwater's trusted $10 trillion data foundation.
- Blackstone-developed Total Portfolio Oversight unifies public-private risk views in production.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Parental Leave
Paid Vacation
Paid Sick Leave
401(k) Company Match
Company Equity
Remote Work Options
Flexible Work Hours
Growth & Insights and Company News
6 month growth
↑ 36%1 year growth
↑ 36%2 year growth
↑ 36%NFU Mutual selects Bloomberg and Clearwater to modernise operating model. 23 September 2026 UK Reporter: Madison Hendrickson NFU Mutual (NFUM), a UK-based rural insurer, has selected Bloomberg Buy-Side Solutions and Clearwater Analytics' to streamline its front-to-back multi-asset investment management operating model. The firm reports that Bloomberg will provide portfolio management, trading, pre-trade compliance, and trade operations - including workflows to support T+1 settlement readiness - while Clearwater will provide investment operations and accounting. Speaking on the integration, Nigel Bryan, head of Financial Control at NFU Mutual, says: "By adopting Bloomberg and Clearwater's integrated solutions, we are building an automated and highly flexible end-to-end operating model that strengthens our control environment, streamlines processes and builds a solid data foundation for our investment reporting." Bryan adds: "The solution automates key workflows across the investment lifecycle, from order generation and execution through matching, settlement, and post-trade processing." According to NFUM, Bloomberg's collaboration with Clearwater enables NFUM to establish a seamless, flexible front-to-back composable operating model that improves workflow efficiency, strengthens data consistency and transaction reporting, and accelerates settlement cycles. Jose Ribas, head of Buy-Side Enterprise Solutions at Bloomberg, comments: "Insurers are modernising their investment operations by connecting portfolio management, trading, accounting, and post-trade reporting around a single, trusted framework." He explains that together with Clearwater, Bloomberg is helping NFUM to "simplify complex workflows, strengthen data consistency, and utilise a composable operating model that can scale with its business". Keith Viverito, managing director, EMEA at Clearwater Analytics, adds: "NFU Mutual's selection shows that insurers no longer need to choose between operational depth and technological agility. With integrated front-to-back solutions from Clearwater and Bloomberg, clients can build one accurate, audit-ready operating model across the entire investment lifecycle delivered as a service, and the accuracy and auditability their business demands." Previous industry article Next industry article NO FEE, NO RISK 100% ON RETURNS If you invest in only one asset servicing news source this year, make sure it is your free subscription to Asset Servicing Times
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Clearwater Analytics has secured $3.525 billion in senior secured credit facilities led by Goldman Sachs Private Credit. The arrangement comprises a $2.7 billion term loan, a $500 million delayed draw term loan and a $325 million revolving facility. The funding will support the company's merger financing and strengthen its financial position. The substantial credit agreement signals market confidence and may encourage similar financing arrangements amongst other firms in the sector. The deal represents a significant transaction in the private credit market, with potential implications for leverage and credit quality across the industry.
Clearwater Analytics has launched three AI-enabled products designed to streamline institutional investment workflows. The tools leverage the company's investment data foundation, which supports over $10 trillion in global assets. The new offerings include Clearwater Compass, which automates exception management and reconciliation for accounting teams; Total Portfolio Oversight, developed with Blackstone to provide unified views of public and private asset risk; and Fund Analytics, which structures fragmented private markets data using AI. These products aim to replace manual, spreadsheet-driven processes with centralised, intelligence-backed workflows. CEO Sandeep Sahai stated the solutions' effectiveness stems from the platform's high-quality investment record. The company aims to help firms accelerate decision-making whilst maintaining institutional-grade controls.
Clearwater Analytics (CWAN) launches three ai-enabled products for institutional investment workflows. Clearwater Analytics Holdings Inc. (NYSE:CWAN) is one of the best young stocks to invest in according to hedge funds. On June 3, Clearwater Analytics introduced three AI-enabled products designed to integrate directly into institutional investment workflows. By using its trusted investment data foundation, which supports over $10 trillion in global assets, the company aims to help investors automate operations, improve risk management, and gain deeper insights into private markets without sacrificing transparency or auditability. The new offerings include Clearwater Compass, which automates exception management and reconciliation for accounting teams; Total Portfolio Oversight, developed with Blackstone to provide a unified view of public and private asset risk; and Fund Analytics, which uses AI to structure fragmented private markets data. These tools are designed to replace manual, spreadsheet-driven processes with centralized, intelligence-backed workflows. CEO Sandeep Sahai emphasized that the effectiveness of these AI solutions is rooted in the platform's high-quality investment record. By embedding intelligence directly into operational and oversight functions, Clearwater Analytics Holdings Inc. (NYSE:CWAN) aims to help firms accelerate their decision-making processes while maintaining the rigorous controls required by institutional investors. Clearwater Analytics Holdings Inc. (NYSE:CWAN) provides a cloud-native investment management platform for institutional investors across public and private markets, using a single-instance, multi-tenant architecture to deliver real-time data and AI-driven insights across the investment lifecycle. While InvestingChannel, Inc. acknowledge the potential of CWAN as an investment, InvestingChannel, Inc. believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see its free report on the best short-term AI stock.