Sr. Subject Matter Expert

clearwateranalytics; Boise (ID); On-site; USD 100,000 - 150,000; Full time

Job summary

Clearwater Analytics is seeking an SME in Global Delivery to own client onboarding on the SaaS platform. You will collaborate with analysts, team leads, and program managers to accelerate delivery and apply domain expertise in Solvency II, derivatives, and alternatives.

You will guide peers, work with product and development teams, and design training materials while building scalable onboarding processes for diverse clients globally.

Qualifications

• Experience implementing and onboarding clients on a SaaS platform.
• Strong domain knowledge in investment accounting policies and procedures.
• Expertise in equities, fixed income, and structured products.
• Proven ability to leverage Excel for financial analysis.
• Experience with GL systems (Workday/PeopleSoft) and period-end close.

Responsibilities

• Lead Clearwater Way guided client implementation and onboarding.
• Identify opportunities for improvement and drive solutions within team.
• Guide peers on industry knowledge and best practices.
• Develop expertise in specific markets/regulatory regimes (e.g., Solvency II, US insurance).
• Handle financial accounting and investment statements using dashboards and reports.
• Be an expert in Clearwater core offerings: Accounting, Compliance, Risk, and Performance reports.
• Collaborate with a global team to resolve client inquiries accurately.
• Create training materials and SOPs; contribute to thought leadership and whitepapers.
• Act as trusted client advocate and advisor.
• Influence project stakeholders with clear solutions.
• Strategize with product management to streamline onboarding and develop scalable processes.

Skills

Project management tools

Clarizen

Salesforce

JIRA

Investment accounting

Equities

Fixed income

Structured products

General Ledger systems

Workday

PeopleSoft

Leadership

Communication

Problem-solving

Attention to detail

Education

Bachelor's or Master's in Finance or Accounting

Tools

Clarizen

Salesforce

JIRA

Workday

PeopleSoft

Job description

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.

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 .