Senior Client Onboarding & Finance SME

Clearwater Analytics; New York (NY); Vor Ort; USD 120.000 - 168.000; Vollzeit

Benefits dieser Stelle

Health/vision/dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Zusammenfassung

Clearwater Analytics is seeking a Senior Subject Matter Expert in New York to lead complex client implementations on Clearwater’s SaaS platform. You will align onboarding with Clearwater Way, develop scalable processes, and provide expert guidance across financial products including Solvency II, derivatives, and alternatives.

You will collaborate with a global team, influence product improvements, and contribute to training and SOPs while acting as a trusted client advocate.

Qualifikationen

• Bachelor's or Master's in Finance, Accounting or related field.
• 8+ years of relevant experience.
• Advanced knowledge of investment accounting policies and procedures.
• Experience with equities, fixed income, derivatives and structured products.
• Proficient Excel and data analysis skills.
• Experience with General Ledger systems (Workday, Peoplesoft) and period-end close.

Aufgaben

• Lead client implementations and onboarding using Clearwater Way methodologies.
• Identify improvement opportunities and develop scalable solutions.
• Provide guidance on industry knowledge and client engagement.
• Collaborate with product management to enhance onboarding and delivery times.
• Create training materials and SOPs; contribute to thought leadership and whitepapers.
• Communicate effectively with a global team to resolve client inquiries.

Kenntnisse

Project management

Leadership

Excel

Communication

Financial markets

General Ledger

Ausbildung

Bachelor's/Master's in Finance or Accounting

Tools

Clarizen

Salesforce

JIRA

Workday

PeopleSoft

Jobbeschreibung

Clearwater Analytics is seeking a Senior Subject Matter Expert in New York to lead complex client implementations on Clearwater’s SaaS platform. You will align onboarding with Clearwater Way, develop scalable processes, and provide expert guidance across financial products including Solvency II, derivatives, and alternatives.

You will collaborate with a global team, influence product improvements, and contribute to training and SOPs while acting as a trusted client advocate.