Investment Accounting SME & Client Solutions Lead

Enfusion Softech India Pvt Ltd; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

Clearwater Analytics seeks a Client Servicing Subject Matter Expert to act as a domain expert for investment accounting and client servicing. You will translate client requirements into system configurations, design processes, and SOPs, while collaborating with global teams to resolve inquiries and drive product enhancements.

The role emphasizes mentoring, training material creation, and continuous improvement of processes, tools and resources to improve client onboarding and self-service

Qualifications

• Bachelor’s degree or above in Accounting or Finance-related field
• 5+ years’ relevant experience

Responsibilities

• Translate client requirements into system applications, process design, implementation materials and SOPs.
• Provide accurate, timely, and clear responses to inquiries in written and verbal: simplify complex topics.
• Collaborate with global teams to resolve client inquiries and financial/accounting topics.
• Strategize with development teams to enhance product, onboarding, delivery speed, and create scalable processes.
• Mentor and train colleagues, designing training materials and SOPs.
• Drive continuous improvement of processes, tools and resources within the team.
• Manage assigned projects and coordinate necessary resources.
• Contribute to knowledge base and SOP documentation to promote client self-service.

Skills

Deep knowledge in area of expertise

Investment accounting expertise

Project management (multi-projects)

Microsoft Office proficiency

Attention to detail

Verbal and written communication

Organization and interpersonal skills

Problem-solving abilities

Education

Bachelor’s degree in Accounting or Finance

Job description

Clearwater Analytics seeks a Client Servicing Subject Matter Expert to act as a domain expert for investment accounting and client servicing. You will translate client requirements into system configurations, design processes, and SOPs, while collaborating with global teams to resolve inquiries and drive product enhancements.

The role emphasizes mentoring, training material creation, and continuous improvement of processes, tools and resources to improve client onboarding and self-service