Rachelle Stewart
Client Success | SaaS | FinTech | US Marine Corps Veteran
- Role
- Client Services Team Lead at Clearwater Analytics
- Location
- Boise, ID, US
- LinkedIn followers
- 500 followers
About Rachelle Stewart
Strategic thought leader with demonstrated success advocating for clients, strengthening executive relationships, and partnering with cross functional teams in the financial services industry for more than 20 years. An impactful self-starter with a genuine passion for client success through relationship building. Expertise in continuous improvement, go-to-market sales enablement, change management, learning methodology and delivery, client needs analysis and outcome based solutioning to achieve organizational goals.
Experience
Client Services Team Lead
Jul 2025 — Present · Boise, ID, US
Lead a high-performing team supporting Clearwater’s largest and most strategic clients in the asset management space. Drive exceptional client experiences, oversee complex investment data and reconciliation services, and partner cross-functionally to deliver scalable, tech-enabled solutions. Focused on team development, operational excellence, and building trusted relationships with senior stakeholders.
Education
Middle Tennessee State University (MTSU)
Bachelor of Science: Psychology, Gerontology, Social Welfare
1998 — 2002
Amberton University
Master's Degree, Human Resources Training & Development
2014 — 2015
Skills
- Analysis
- Leadership
- Employee Benefits
- Team Building
- Management
- Technical Consultation
- Program Management
- Cost Benefit
- Proposal Writing
- Consumer Lending
- Recruiting
- Portfolio Management
- Sales
- Banking
- Organizational Development
- Risk Management
- Team Management
- Business Planning
- Leadership Development
- Government Contracting
- Curriculum Design
- Process Improvement
- Workshop Facilitation
- Teaming Agreements
- Project Management
- Business Process Improvement
- Facilitation and Delivery
- Youth Outreach
- Cost Analysis
- Lead and Manage
- Credit
- Nonprofits
- Communication
- Marketing Strategy
- Public Relations
- Strategy
- Logistics Management
- Inventory Management
- Financial Education
- Training
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