Subject Matter Expert - Implementations

Clearwater Analytics; Chicago, Northern (IL, KY); Hybrid; USD 74,000 - 96,000; Full time

Job summary

Clearwater Analytics in Chicago is seeking a Subject Matter Expert - Implementations to lead client onboarding of our SaaS platform, delivering deep domain expertise in Solvency II reporting, derivatives, and other asset classes.

The role collaborates with analysts, team leads, and program managers; you will identify improvements, create training materials and SOPs, and act as a trusted client advocate while expanding knowledge in regulatory regimes.

Qualifications

• 6+ years of relevant experience in a financial services/implementations role.
• Experience with investment accounting policies and procedures.
• Proficiency with Excel and ERP/GL systems.

Responsibilities

• Implements and onboards clients proficiently per engagement model.
• Identifies opportunities for improvement and leads implementations.
• Guides peers on industry knowledge and product capabilities.
• Communicates with global team to resolve client inquiries.
• Develops training materials and SOPs; contributes to thought leadership.
• Serves as trusted client advocate as expertise develops.

Skills

Excel

Problem solving

Communication

Attention to detail

Leadership

Interpersonal skills

Organizational skills

Education

Finance or Accounting degree

Tools

Clarizen

Salesforce

JIRA

Workday

PeopleSoft

Job description

## Subject Matter Expert - ImplementationsApplylocations: Office - Chicago: Office - Boisetime type: Full timeposted on: Posted Todayjob requisition id: R4068-1**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.*