Data Onboarding & Migration Specialist

Clearwater Analytics; Boise (ID); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Clearwater Analytics is seeking a Data Migration Specialist to optimize onboarding of client data in a fast-paced, collaborative environment. You will load and validate data, apply accounting concepts, and work with Excel and SQL to ensure accuracy and efficiency.

You’ll coordinate with development teams to implement improvements and support scalable client engagement models. The role emphasizes strong communication, attention to detail, and a solid foundation in finance or math.

Qualifications

• Bachelor’s or Master’s in finance or math, accounting, economics.
• Advanced Excel proficiency and strong accounting knowledge.
• Experience with SQL or relational databases.

Responsibilities

• Loads and validates client data into Clearwater's system.
• Applies Clearwater Way methodologies to onboard clients and support Client Engagement Model.
• Identifies opportunities for improvement and leads implementations.
• Applies accounting concepts and data reconciliation practices.
• Coordinates complex activities in an agile environment.

Skills

Accounting knowledge

Advanced Excel

Communication skills

Organizational skills

Problem-solving abilities

Education

Bachelor’s/Master’s in finance or math

Tools

SQL

Relational databases

Microsoft Office

Job description

Clearwater Analytics is seeking a Data Migration Specialist to optimize onboarding of client data in a fast-paced, collaborative environment. You will load and validate data, apply accounting concepts, and work with Excel and SQL to ensure accuracy and efficiency.

You’ll coordinate with development teams to implement improvements and support scalable client engagement models. The role emphasizes strong communication, attention to detail, and a solid foundation in finance or math.