Sr. Subject Matter Expert

Clearwater Analytics, LLC; New York (NY); On-site; USD 120,000 - 168,000; Full time

Benefits offered by this job

Health insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics, LLC in New York seeks an experienced Professional Services specialist to lead client onboarding onto Clearwater’s SaaS platform, applying deep domain knowledge in Solvency II reporting and derivatives & alternatives. The role collaborates with analysts, team leads and program managers to deliver scalable onboarding solutions.

You will strategize with development teams to enhance the product offering and accelerate delivery timelines while maintaining top-tier client

Qualifications

• Bachelor’s/Master’s in Finance or Accounting or related field.
• 8+ years of relevant experience in related field.

Responsibilities

• Lead Clearwater Way client implementation and onboarding.
• Collaborate with analysts, team leads and program managers to optimize onboarding.
• Develop solutions and provide guidance on industry knowledge and Clearwater functionality.
• Strategize with product management and development to improve onboarding and reduce delivery timeframes.
• Create training materials and SOPs to share knowledge across teams.
• Communicate effectively with a global team to resolve client inquiries.

Skills

Project management

Problem-solving

Attention to detail

Organizational skills

Interpersonal skills

Education

Bachelor's/Master's in Finance or Accounting

Tools

Clarizen

Salesforce

JIRA

Workday

PeopleSoft

Microsoft Office

Job description

The Professional Services 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. 8+ years of relevant experience in related field.

Salary Range $120,000.00 - $168,000.00 This is the pay range the Company believes it will pay for this position at the time of this posting.

Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living).

The Company reserves the right to modify this pay range at any time.

Benefits:

• health/vision/dental insurance
• 401(k)
• PTO
• parental leave
• medical leave
• STD/LTD insurance benefits

Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally.

Learn more at www.clearwateranalytics.com.

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.