Clearwater is looking for a qualified candidate to facilitate marketing efforts in the US, including demand generation campaign management, collateral creation and distribution, and other brand-building tactics. The Marketing Specialist will be based in Clearwater’s Boise office reporting to the Director of Marketing.

The ideal candidate will have marketing experience in a technology- or financial services-related organization, is a creative problem-solver, team player, strong communicator, and an extremely organized professional with the ability to successfully manage multiple projects simultaneously. 


  • Interacts directly with Marketing, Sales, Product, and Operations to identify new marketing opportunities, plan and implement programs, and prepare regular marketing activity reports
  • Recommends action, scheduling and planning projects, estimating cost and managing projects to completion
  • Manages activity calendar and supports execution through campaign coordination and content development in collaboration with other marketing team members
  • Supports and identifies thought leadership themes
  • Collaborates with Sales and Marketing team members to develop and implement multi-channel marketing campaigns aimed to increase brand awareness, support pipeline development and new bookings, and promote thought leadership
  • Measure campaign performance, assess against goals, and report on KPIs
  • Manage campaign expenses, operate within budget, estimate monthly costs, and adjust campaign parameters as needed
  • Coordinate marketing campaign content development in collaboration with Marketing team members
  • Consults with subject matter experts to craft messaging for global audiences 


  • Bachelor’s degree in business, marketing, or similar
  • Minimum of 8 years of experience in a marketing role
  • Experience with marketing automation software, CRMs, and reporting tools
  • Strong project management skills
  • Excellent verbal and written communication skills

Desired Experience and Skills

  • Experience with Marketo, Salesforce software tools
  • Financial services experience from working with a vendor/technology provider or financial institution
  • Location: Open to Boise, Idaho, San Francisco, CA or nearby areas


About Clearwater Analytics®

Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of their investment portfolio data with a world-class product and client-centric servicing. Clearwater offers a full complement of middle- and back-office solutions like trade confirm/affirm, client billing, composite management, client statements, and more.

Each day, the Clearwater solution reports on more than $3 trillion in assets for clients. Since its founding in 2004, Clearwater has provided a cloud-native solution that helps investors make the most of their data. Investment professionals in more than 25 countries trust Clearwater to deliver timely, validated investment data and in-depth reporting.

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