Subject Matter Expert - Implementations

Clearwater Analytics, LLC; Boise (ID); On-site; USD 110,000 - 140,000; Full time

Job summary

Clearwater Analytics, LLC is seeking an experienced SME within Global Delivery to onboard clients onto Clearwater’s SaaS platform, delivering deep domain expertise in Solvency II reporting, derivatives, and alternatives.

The role collaborates with analysts, team leads and program managers to streamline onboarding, enhance our product offering, and accelerate delivery through scalable processes while maintaining strong client advocacy and cross-functional communication.

Qualifications

• Certified Bachelors/Masters course in Finance or Accounting or related field.
• 6+ years of relevant experience in a related field.
• Experience with derivatives, alternatives, structured products, and fixed income.

Responsibilities

• Implements and onboards clients proficiently, aligns with Clearwater's Client Engagement Model.
• Identifies opportunities for improvement and leads solutions within their role or team.
• Guides peers on industry knowledge and develops SOPs and training materials.
• Communicates with a global team to resolve problems and address client inquiries.
• Contributes to thought leadership and whitepapers while building client advocacy.

Skills

Excel proficiency

Problem-solving

Attention to detail

Verbal and written communication

Organizational skills

Interpersonal skills

Financial markets experience

Education

Bachelor's/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 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:

Certified Bachelors/Masters course in Finance or Accounting or related field. 6+ years of relevant experience in a related field.

Company Overview:

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.