Subject Matter Expert - Implementations

Clearwater Analytics, LLC; Boise (ID); On-site; USD 90,000 - 120,000; Full time

Job summary

Clearwater Analytics, LLC in Boise, Idaho is seeking a Subject Matter Expert (SME) for their Global Delivery division. The role centers on onboarding clients to Clearwater’s SaaS platform, enhancing the client experience, and providing deep domain expertise in financial compliance.

The ideal candidate will have a strong finance or accounting background, significant project management experience, and exceptional communication skills. This position is vital for strategic client engagement and effective onboarding processes.

Qualifications

• 6+ years of relevant experience in a related field.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.

Responsibilities

• Implements and onboards clients proficiently according to internal models.
• Identifies improvement opportunities and implements solutions.
• Collaborates effectively with a global team to resolve problems.

Skills

Intermediate skills in project management tools (Clarizen, Salesforce, JIRA)

Clearwater tools/skills associated with area of expertise

Proven history of proficient Excel use

Dynamic problem-solving skills

Experience in financial markets

Strong computer skills, including proficiency in Microsoft Office

Excellent attention to detail

Outstanding verbal and written communication skills

Education

Certified Bachelors/Masters course in Finance or Accounting

Tools

General ledger systems (e.g., 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 expedite 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)
• Clearwater tools/skills associated with area of expertise (e.g., asset classes, accounting)
• Intermediate knowledge of investment accounting policies and procedures
• Intermediate knowledge of 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.