Client Implementations SME for Finance & Onboarding

Clearwater Analytics; Boise (ID); On-site; USD 90,000 - 140,000; Full time

Job summary

Clearwater Analytics in Boise, ID seeks an experienced SME to lead client onboarding on our SaaS platform. You will work across Solvency II reporting, derivatives and alternatives, collaborating with analysts, team leads and program managers to accelerate delivery and expand our product offering.

The role emphasizes knowledge transfer, training material development, and acting as a client advocate while guiding peers on industry standards and Clearwater's core value proposition: aggregate,

Qualifications

• Certified Bachelor’s/Masters course in Finance or Accounting or related field.
• 6+ years of relevant experience in a related field.
• Experience with Solvency II, derivatives, and structured products is preferred.

Responsibilities

• Implements and onboards clients proficiently, aligns with Clearwater's Client Engagement Model, and provides necessary support.
• Identifies opportunities for improvement proactively and takes the lead in implementing solutions within their role or team.
• Guides peers on industry knowledge, even as Clearwater-specific assumptions and functionality continue to develop.
• Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a general context and is in the process of developing knowledge in at least one specific market/regulatory regime (e.g., IM, US insurance, Solvency II, Local GAAP, Canadian insurance).
• Handles financial accounting and Investment statements with confidence, utilizing dashboards, report manager, formulas, advanced grouping, and filtering.
• Familiarizes themselves with Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports and actively builds a repertoire of user stories, which serve as best practices.
• Communicates and collaborates effectively with a global team to resolve problems and address client inquiries accurately and efficiently.
• Shares knowledge by designing and implementing training materials and Standard Operating Procedures (SOPs) while also contributing to thought leadership and whitepapers.
• Serves as a trusted client advocate and is on the path to becoming a confident client advisor as expertise develops.

Skills

Project management

Excel

Problem solving

Communication

Attention to detail

Interpersonal skills

Financial markets experience

Education

Bachelor/Master in Finance or Accounting

Tools

Clarizen

Salesforce

JIRA

Workday

PeopleSoft

Job description

Clearwater Analytics in Boise, ID seeks an experienced SME to lead client onboarding on our SaaS platform. You will work across Solvency II reporting, derivatives and alternatives, collaborating with analysts, team leads and program managers to accelerate delivery and expand our product offering.

The role emphasizes knowledge transfer, training material development, and acting as a client advocate while guiding peers on industry standards and Clearwater's core value proposition: aggregate,