Subject Matter Expert - Implementations

Clearwater Analytics; Boise (ID); On-site; USD 74,000 - 96,000; Full time

Job summary

Clearwater Analytics seeks a Global Delivery SME in Boise, Idaho to onboard clients to our SaaS platform, working with analysts, leads and managers to deliver Solvency II reporting, derivatives and other asset classes, and to streamline onboarding with scalable processes.

You will support client engagement, apply Clearwater's core offering of Accounting, Compliance, Risk and Performance reports, and build SOPs and training.

Qualifications

• Certified Bachelor’s/Master’s degree in finance or accounting or related field.
• 6+ years of relevant experience in a related field.
• Experience with investment accounting policies and procedures.
• Experience with equities, fixed income and derivatives markets.

Responsibilities

• Onboard clients proficiently and align with Clearwater's Client Engagement Model.
• Identify opportunities for improvement and lead implementation.
• Guide peers on industry knowledge as Clearwater evolves.
• Develop knowledge in at least one market/regulatory regime (e.g., Solvency II, US insurance).
• Handle financial accounting and investment statements using dashboards and reports.
• Familiarize with Clearwater's core offerings and build SOPs and training materials.
• Collaborate with a global team to resolve client inquiries efficiently.

Skills

Project management

Excel proficiency

Financial accounting knowledge

Derivatives & Fixed income knowledge

Securities/financial markets knowledge

Communication skills

Client engagement

Problem-solving

Team collaboration

Attention to detail

Education

Certified Bachelor's/Master's in Finance or Accounting

6+ years of relevant experience

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.

Salary Range

$74,000.00 - $96,000.00

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. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and 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.