Client Onboarding & Implementation Lead

Clearwater Analytics (CWAN); Boise (ID); On-site; USD 110,000 - 140,000; Full time

Job summary

Clearwater Analytics (CWAN) seeks an Implementation Team Lead in Boise to oversee a high-performing team supporting client onboarding. You will mentor analysts, manage performance, and escalate critical inquiries to ensure smooth handovers between Sales, Global Delivery and steady-state Operations.

You bring a strong accounting foundation and advanced tool skills (Clarizen, Salesforce, InsightSquared, Paylocity, MS SQL, MS Office) to guide data migration, reporting, and reconciliation for

Qualifications

• Strong foundation in accounting knowledge required.
• Experience with data migration, reporting, and reconciliation.
• Familiarity with fixed income, structured products and derivatives.
• Excellent written and verbal communication and documentation skills.

Responsibilities

• Lead, mentor, train, and retain a substantial implementation team.
• Identify improvement opportunities and drive solutions across Global Delivery.
• Direct subordinates with policy and management oversight; supervise staff.
• Coordinate handoffs between Sales, Global Delivery and steady-state Operations.
• Manage projects across a global framework and multiple time zones.
• Deliver clear presentations to peers on projects and schedules.

Skills

Accounting knowledge

Team leadership

Problem solving

Communication skills

Attention to detail

Organizational skills

Education

Bachelor's/Master's in Finance or Accounting

Tools

Clarizen

Salesforce

InsightSquared

Paylocity

MS SQL

Microsoft Office

Job description

Clearwater Analytics (CWAN) seeks an Implementation Team Lead in Boise to oversee a high-performing team supporting client onboarding. You will mentor analysts, manage performance, and escalate critical inquiries to ensure smooth handovers between Sales, Global Delivery and steady-state Operations.

You bring a strong accounting foundation and advanced tool skills (Clarizen, Salesforce, InsightSquared, Paylocity, MS SQL, MS Office) to guide data migration, reporting, and reconciliation for