Senior SME - Financial Markets Onboarding Leader (Boise)

Clearwater Analytics; Boise (ID); On-site; USD 110,000 - 170,000; Full time

Job summary

Clearwater Analytics in Boise, Idaho is seeking a Sr. Subject Matter Expert to drive client implementations on our SaaS platform.

You will lead onboarding with Clearwater Way methodologies, aligning with client engagement models, and mentor peers in industry knowledge. The role requires deep experience in investment accounting, derivatives & alternatives, and knowledge of GL systems like Workday or PeopleSoft.

Qualifications

• Lead client implementations using Clearwater Way methodologies.
• Identify improvement opportunities and develop solutions.
• Coach peers on industry knowledge and evolving practices.
• Develop expertise in market regimes (e.g., US, Solvency II).
• Manage financial accounting and investment statements with dashboards.
• Create training materials and SOPs; contribute to whitepapers.
• Collaborate with global teams to resolve client inquiries.
• Influence stakeholders and align with product management to improve onboarding.

Responsibilities

• Lead client implementations using Clearwater Way methodologies.
• Identify improvement opportunities and develop solutions.
• Coach peers on industry knowledge and evolving practices.
• Develop expertise in market regimes (e.g., US, Solvency II).
• Manage financial accounting and investment statements with dashboards.
• Create training materials and SOPs; contribute to whitepapers.
• Collaborate with global teams to resolve client inquiries.
• Influence stakeholders and align with product management to improve onboarding.

Skills

Clarizen

Salesforce

JIRA

Investment accounting

Equities

Fixed income

Structured products

Derivatives

Excel

Workday

PeopleSoft

Project leadership

MS Office

Attention to detail

Documentation

Communication

Problem solving

Team collaboration

Education

Finance or Accounting degree

Masters preferred

Tools

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Job description

Clearwater Analytics in Boise, Idaho is seeking a Sr. Subject Matter Expert to drive client implementations on our SaaS platform.

You will lead onboarding with Clearwater Way methodologies, aligning with client engagement models, and mentor peers in industry knowledge. The role requires deep experience in investment accounting, derivatives & alternatives, and knowledge of GL systems like Workday or PeopleSoft.