Global Implementation SME - Client Onboarding & Finance

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

Job summary

Clearwater Analytics in Boise, ID is seeking a Global Delivery SME to onboard clients to our SaaS platform, delivering Solvency II, derivatives and alternatives expertise, while collaborating with analysts, team leads and program managers.

You will drive onboarding improvements, contribute to dashboards and SOPs, and grow into a trusted client advisor as you expand knowledge across markets and regulatory regimes.

Qualifications

• Bachelor's or master's degree in Finance or Accounting or related field.
• 6+ years of relevant experience in a related field.

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.
• 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

Communication

Attention to detail

Documentation

Analytical thinking

Collaboration

Education

Bachelor's or Master's in Finance or Accounting

Certified Finance/Accounting degree

Tools

Clarizen

Salesforce

JIRA

Workday

PeopleSoft

Job description

Clearwater Analytics in Boise, ID is seeking a Global Delivery SME to onboard clients to our SaaS platform, delivering Solvency II, derivatives and alternatives expertise, while collaborating with analysts, team leads and program managers.

You will drive onboarding improvements, contribute to dashboards and SOPs, and grow into a trusted client advisor as you expand knowledge across markets and regulatory regimes.