Senior Client Solutions & Onboarding Specialist

Clearwater Analytics India; New York (NY); On-site; USD 120,000 - 168,000; Full time

Benefits offered by this job

Health/vision/dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics is seeking an experienced professional in New York, NY to lead client onboarding and implement Clearwater Way methodologies. You will drive improvements, align with engagement models, and serve as a trusted client advocate.

You will work with global teams, contribute to SOPs, training materials, and whitepapers, and apply expertise in investment accounting across equities, fixed income, and structured products.

Qualifications

• Bachelors or Masters in Finance or Accounting or related field.
• 8+ years of relevant experience in finance/accounting or related field.

Responsibilities

• Lead client implementations and onboarding using Clearwater Way methodologies.
• Identify improvement opportunities and develop solutions within role or team.
• Provide guidance to peers on industry knowledge as Clearwater capabilities evolve.

Skills

Project management tools

Excel

Financial markets

General Ledger systems

Communication

Problem-solving

Team collaboration

Microsoft Office

Education

Bachelor's/Master's in Finance or Accounting

Tools

Clarizen

Salesforce

JIRA

Workday

PeopleSoft

Job description

Clearwater Analytics is seeking an experienced professional in New York, NY to lead client onboarding and implement Clearwater Way methodologies. You will drive improvements, align with engagement models, and serve as a trusted client advocate.

You will work with global teams, contribute to SOPs, training materials, and whitepapers, and apply expertise in investment accounting across equities, fixed income, and structured products.