Subject Matter Expert - Financial Services and Client Onboarding

Subject Matter Expert - Professional Services

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: 

• A leader in implementing Clearwater Way methodologies for client implementation and onboarding, including aligning with Clearwater's Client Engagement Model. 

• Proactively identifies opportunities for improvement and takes the lead in developing solutions within their role or team. 

• Provides guidance to peers on industry knowledge, although Clearwater-specific assumptions and functionality are still being developed. Not yet at a level to serve as a confident client advisor. 

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

• Demonstrates confidence in handling financial accounting and Investment statements, utilizing dashboards, report manager, formulas, advanced grouping, and filtering. 

• An expert in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of user stories used as best practice. 

• 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 client advisor. 

• Has the ability to influence project stakeholders by providing clear solutions for their requirements. 

• Strategizes with product management and development teams to enhance the client onboarding experience, reduce delivery timeframes, and establish repeatable, scalable processes. 

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Required skills:  

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

• Advanced Knowledge of investment accounting policies and procedures. 

• Advanced 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. 

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

• Advanced 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:  

• Bachelors/Masters course in Finance or Accounting or related field.  

• 7+ years of relevant experience in related field. 

  

 

 

Experience Level

Senior Level