Subject Matter Expert - Implementations

Clearwater Analytics India; Boise (ID); On-site; USD 90,000 - 130,000; Full time

Job summary

Clearwater Analytics seeks a capable Global Delivery SME to onboard clients to our SaaS platform, applying deep domain knowledge in areas like Solvency II, derivatives, and fixed income. You will collaborate with analysts, team leads, and program managers to accelerate delivery and improve client satisfaction.

You will guide peers, develop training materials, and serve as a trusted client advocate. The role requires strong communication, Excel proficiency, and solid experience with investment

Qualifications

• Bachelor's or Master's in Finance/Accounting; 6+ years in a related field.
• Experience in securities, derivatives, alternatives, and fixed income.
• Knowledge of investment accounting policies and procedures.
• Proficient in Excel and general ledger systems.
• Ability to learn Clearwater's client engagement model.

Responsibilities

• Implements and onboards clients efficiently according to the engagement model.
• Identify and drive improvements; lead solutions implementations within their role or team.
• Collaborate with global teams to resolve client inquiries accurately and efficiently.
• Develop training materials and SOPs; contribute to thought leadership and whitepapers.

Skills

Excel proficiency

Problem-solving

Communication skills

Organizational skills

Documentation skills

Interpersonal skills

Microsoft Office

Attention to detail

Project management

Leadership

Education

Bachelor's or Master's degree in Finance or Accounting

Tools

Clarizen

Salesforce

JIRA

Workday

Peoplesoft

Job description

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 timeframe through scalable processes.

Responsibilities

• Implements and onboards clients proficiently, aligns with Clearwater's Client Engagement Model, and provides necessary support.
• Identifies opportunities for improvement proactively and takes the lead in implementing solutions within their role or team.
• Guides peers on industry knowledge, even as Clearwater-specific assumptions and functionality continue to develop.
• Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a general context and is in the process of developing knowledge in at least one specific market/regulatory regime (e.g., IM, US insurance, Solvency II, Local GAAP, Canadian insurance).
• Handles financial accounting and Investment statements with confidence, utilizing dashboards, report manager, formulas, advanced grouping, and filtering.
• Familiarizes themselves with Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports and actively builds a repertoire of user stories, which serve as best practices.
• Communicates and collaborates effectively 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 contributing to thought leadership and whitepapers.
• Serves as a trusted client advocate and is on the path to becoming a confident client advisor as expertise develops.

Required skills

• Intermediate Skills in Project management tools (Clarizen, Salesforce, JIRA), and Clearwater tools/skills associated with area of expertise (e.g., asset classes, accounting).
• Intermediate Knowledge of investment accounting policies and procedures.
• Intermediate 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.
• Intermediate Experience with General Ledger systems (e.g., Workday, Peoplesoft) and period-end close processes.
• Intermediate 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 or Masters degree in Finance, Accounting or related field.
• 6+ years of relevant experience in a related field.