Global Client Onboarding & Finance SME

Clearwater Analytics India; Boise (ID); On-site; USD 90,000 - 130,000; Full time

Job summary

Clearwater Analytics seeks a capable Global Delivery SME to onboard clients to our SaaS platform, applying deep domain knowledge in areas like Solvency II, derivatives, and fixed income. You will collaborate with analysts, team leads, and program managers to accelerate delivery and improve client satisfaction.

You will guide peers, develop training materials, and serve as a trusted client advocate. The role requires strong communication, Excel proficiency, and solid experience with investment

Qualifications

• Bachelor's or Master's in Finance/Accounting; 6+ years in a related field.
• Experience in securities, derivatives, alternatives, and fixed income.
• Knowledge of investment accounting policies and procedures.
• Proficient in Excel and general ledger systems.
• Ability to learn Clearwater's client engagement model.

Responsibilities

• Implements and onboards clients efficiently according to the engagement model.
• Identify and drive improvements; lead solutions implementations within their role or team.
• Collaborate with global teams to resolve client inquiries accurately and efficiently.
• Develop training materials and SOPs; contribute to thought leadership and whitepapers.

Skills

Excel proficiency

Problem-solving

Communication skills

Organizational skills

Documentation skills

Interpersonal skills

Microsoft Office

Attention to detail

Project management

Leadership

Education

Bachelor's or Master's degree in Finance or Accounting

Tools

Clarizen

Salesforce

JIRA

Workday

Peoplesoft

Job description

Clearwater Analytics seeks a capable Global Delivery SME to onboard clients to our SaaS platform, applying deep domain knowledge in areas like Solvency II, derivatives, and fixed income. You will collaborate with analysts, team leads, and program managers to accelerate delivery and improve client satisfaction.

You will guide peers, develop training materials, and serve as a trusted client advocate. The role requires strong communication, Excel proficiency, and solid experience with investment