Subject Matter Expert - Client Implementations

Subject Matter Expert - Implementations - LPs-1

Job Summary:  

The Global Delivery division is responsible for onboarding all new clients onto Clearwater’s SaaS platform. An SME works on a variety of client implementations to provide deep domain expertise including Solvency II reporting or Derivatives & Alternatives asset classes. They are an integral part of a collaborative division spanning analysts, team leads and program managers. Collaborating with development teams, they strategize and enhance our product offering, streamline the client onboarding experience, and expediate delivery timeframes through scalable processes. 

 

Responsibilities: 

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  Proficient in implementing and onboarding clients while aligning with our Client Engagement Model and providing necessary support. 

• Actively identifies opportunities for improvement and takes the lead in implementing solutions within the role or team. 

• Offers guidance to peers regarding industry knowledge, while also developing a strong understanding of Clearwater-specific assumptions and functionality. 

• Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a broad context and is developing expertise in at least one specific market/regulatory regime (e.g., IM, US insurance, Solvency II, Local GAAP, Canadian insurance). 

• Comfortable with financial accounting and Investment statements, including using dashboards, report manager, formulas, advanced grouping, and filtering. 

• Familiar with Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports and is in the early stages of building a repertoire of user stories. 

• Effectively communicates and collaborates with a global team to resolve problems and address client inquiries accurately and efficiently. 

• Shares knowledge by designing and implementing training materials and Standard Operating Procedures (SOPs), while also influencing thought leadership and contributing to whitepapers. 

• Serves as a trusted client advocate and a confident advisor to clients. 

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Required skills:  

• Beginner skills in project management tools (Clarizen, Salesforce, JIRA), and Clearwater. tools/skills associated with area of expertise (e.g., asset classes, accounting). 

• Knowledge of investment accounting policies and procedures. 

• knowledge Equities, Fixed Income, and structured products. 

• Proven history of proficient Excel use. 

• Dynamic problem-solving skills, and an innate sense of curiosity. 

• Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income. 

• Experience with General Ledger systems (e.g., Workday, Peoplesoft) and period-end closing processes. 

• Project management & Leadership skills. 

• Strong computer skills, including proficiency in Microsoft Office. 

• Excellent attention to detail and strong documentation skills. 

• Outstanding verbal and written communication skills. 

• Strong organizational and interpersonal skills.  

• Exceptional problem-solving abilities. 

 

Education and Experience:  

• Certified Bachelors/master's course in Finance or Accounting or related field.  

• 5+ years of relevant experience in related field. 

Experience Level

Senior Level