Client Onboarding Expert & Financial Solutions Leader

Clearwater Analytics (CWAN); Boise (ID); On-site; USD 120,000 - 150,000; Full time

Job summary

Clearwater Analytics (CWAN) is seeking an experienced Delivery SME to lead client implementations on our SaaS platform from Boise. You will onboard new clients, align with our Client Engagement Model, and provide essential support to ensure rapid, scalable delivery.

You will collaborate with analysts, team leads, and program managers while advancing knowledge of Solvency II, derivatives, and other asset classes. This role emphasizes training, SOPs, and industry leadership.

Qualifications

• Bachelor's or Master's degree in Finance, Accounting or related field.
• 6+ years of relevant experience in a related field.
• Experience with investment accounting, general ledger systems, and financial statements.

Responsibilities

• Implements and onboard clients to Clearwater's SaaS platform with proficiency.
• Collaborates with cross-functional teams to streamline onboarding and improve processes.
• Identifies opportunities for improvement and leads implementation of solutions.
• Develops training materials and SOPs to share knowledge across teams.

Skills

Project management

Excel proficiency

Communication

Attention to detail

Problem solving

Team collaboration

Leadership

Education

Bachelor's or Master's in Finance/Accounting

Tools

Clarizen

Salesforce

JIRA

Workday

PeopleSoft

Job description

Clearwater Analytics (CWAN) is seeking an experienced Delivery SME to lead client implementations on our SaaS platform from Boise. You will onboard new clients, align with our Client Engagement Model, and provide essential support to ensure rapid, scalable delivery.

You will collaborate with analysts, team leads, and program managers while advancing knowledge of Solvency II, derivatives, and other asset classes. This role emphasizes training, SOPs, and industry leadership.