Subject Matter Expert - Implementations

Clearwater Analytics; Boise, Northern (ID, KY); Hybrid; USD 110,000 - 160,000; Full time

Job summary

Clearwater Analytics is seeking a Subject Matter Expert - Implementations to join the Global Delivery division. The role focuses on onboarding clients to Clearwater’s SaaS platform and delivering deep domain expertise across Solvency II, derivatives, and alternatives.

The SME collaborates with analysts, team leads, and program managers to streamline client onboarding, enhance product offerings, and accelerate delivery through scalable processes.

Qualifications

• 6+ years of relevant experience in implementations or advisory roles.
• Proven ability to onboard clients and manage complex projects.
• Strong knowledge of financial products and reporting concepts.

Responsibilities

• Implements and onboards clients proficiently on Clearwater’s SaaS platform.
• Identifies opportunities for improvement and leads implementations.
• Guides peers and shares industry knowledge with the team.
• Collaborates with cross-functional teams to expeditite delivery timelines.
• Develops training materials and SOPs for scalable processes.

Skills

Project management

Excel proficiency

Problem-solving

Communication skills

Organizational skills

Attention to detail

Team collaboration

Client engagement

Analytical thinking

Documentation

Leadership

Education

Bachelor's or Master's in Finance or Accounting

Tools

Clarizen

Salesforce

JIRA

Workday

PeopleSoft

Job description

## Subject Matter Expert - ImplementationsApply: Office - Boise: Office - Chicago: Full time: Posted Today: R12236**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.