Client Implementations SME — Onboarding & Solutions

Clearwater Analytics; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

Clearwater Analytics in Chicago seeks a Senior SME in Global Delivery to onboard clients onto Clearwater’s SaaS platform, providing depth in Solvency II reporting and asset classes such as derivatives and alternatives. You will collaborate with analysts, team leads and program managers to streamline delivery and expand product offerings.

Responsibilities include implementing onboarding, identifying improvement opportunities, and guiding peers as Clearwater's capabilities evolve.

Qualifications

• Experience with client onboarding processes and client engagement models.
• Knowledge of investment accounting policies and procedures.
• Experience with securities markets, including derivatives and fixed income.
• Proficient in Excel and data analysis for financial statements.

Responsibilities

• Implements and onboards clients proficiently, aligning with Client Engagement Model.
• Identifies improvement opportunities and leads implementations.
• Guides peers on industry knowledge as Clearwater capabilities evolve.
• Communicates effectively with a global team to resolve client inquiries.

Skills

Project management tools

Investment accounting policies

Equities & Fixed Income

Excel proficiency

Problem-solving

Derivatives & Structured products

General Ledger systems (Workday/People

Education

Finance/Accounting degree (Bachelor/Master)

Tools

Clarizen

Salesforce

JIRA

Job description

Clearwater Analytics in Chicago seeks a Senior SME in Global Delivery to onboard clients onto Clearwater’s SaaS platform, providing depth in Solvency II reporting and asset classes such as derivatives and alternatives. You will collaborate with analysts, team leads and program managers to streamline delivery and expand product offerings.

Responsibilities include implementing onboarding, identifying improvement opportunities, and guiding peers as Clearwater's capabilities evolve.