Sr. Subject Matter Expert - Implementations

Clearwater Analytics, LLC; Boise (ID); On-site; USD 110,000 - 135,000; Full time

Job summary

Clearwater Analytics, LLC is seeking an experienced professional to support global client onboarding within the Global Delivery division. You will work across client implementations, aligning with the Clearwater Way, and strategizing improvements to streamline onboarding and shorten delivery cycles.

The role emphasizes collaboration with cross-functional teams, delivering expert guidance on accounting and investment statements, and contributing to training materials, SOPs, and thought

Qualifications

• 7+ years of relevant experience in finance or accounting environments.
• Advanced knowledge of investment accounting concepts and policies.
• Experience with securities, derivatives, and fixed income products is a plus.
• Proven history of using project management tools and leading client implementations.
• Strong communication, documentation, and stakeholder-management skills.

Responsibilities

• Lead client onboarding and implementation projects within Clearwater Way.
• Collaborate with analysts, leads, and program managers to ensure timely delivery.
• Identify improvement opportunities and drive scalable process solutions.
• Develop training materials and SOPs for standardized client delivery.
• Serve as a trusted client advocate and assist with product/engagement decisions.
• Coordinate with product management to enhance onboarding experience and reduce timeframes.

Skills

Project management

Excellent communication

Problem solving

Attention to detail

Documentation

Interpersonal skills

Industry knowledge (finance)

Education

Finance or Accounting degree

Tools

Clarizen

Salesforce

JIRA

Workday

PeopleSoft

Excel

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.

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.