Senior Client Onboarding & Finance Expert

Clearwater Analytics; Boise (ID); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Clearwater Analytics in Boise is seeking a Senior Subject Matter Expert to drive complex client implementations of our SaaS platform. You will apply deep domain expertise in Solvency II reporting, derivatives, and alternatives to streamline onboarding and accelerate delivery.

Collaborate with analysts, team leads, and program managers, shape product enhancements, and build scalable processes. You will mentor peers, develop SOPs, and act as a trusted client advisor across international

Qualifications

• Bachelors/Masters degree in Finance or Accounting.
• 7+ years of relevant experience in related field.
• Experience with Solvency II, derivatives, or structured products is preferred.
• Advanced knowledge of investment accounting policies and procedures.
• Strong Excel and Office suite skills with problem-solving abilities.

Responsibilities

• Lead client implementations and onboarding using Clearwater Way methodologies.
• Collaborate with global teams to optimize onboarding and delivery timelines.
• Develop training materials and SOPs to share best practices.
• Provide expert guidance on investment accounting and regulatory domains.
• Act as trusted client advocate and support cross-functional stakeholders.

Skills

Advanced project management

Leadership

Excel proficiency

Financial accounting knowledge

Problem-solving

Excellent communication

Training & SOP development

Client engagement

Education

Bachelor's/Master's in Finance or Accounting

Tools

Clarizen

Salesforce

JIRA

Workday

PeopleSoft

Job description

Clearwater Analytics in Boise is seeking a Senior Subject Matter Expert to drive complex client implementations of our SaaS platform. You will apply deep domain expertise in Solvency II reporting, derivatives, and alternatives to streamline onboarding and accelerate delivery.

Collaborate with analysts, team leads, and program managers, shape product enhancements, and build scalable processes. You will mentor peers, develop SOPs, and act as a trusted client advisor across international