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Senior Subject Matter Expert - Professional Services

Senior Subject Matter Expert - Professional Services

Clearwater AnalyticsBoise, ID, US
30+ days ago
Job type
  • Full-time
Job description

Global Delivery Sme

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 timeframes through scalable processes.

Responsibilities include :

  • Leading the implementation of Clearwater Way methodologies for client implementation and onboarding.
  • Proactively identifying opportunities for improvement and taking the lead in developing solutions.
  • Providing guidance to peers on industry knowledge.
  • Applying Clearwater's core value proposition in a general context and developing expertise in at least one specific market / regulatory regime.
  • Demonstrating confidence in handling financial accounting and investment statements.
  • Being an expert in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports.
  • Effectively communicating and collaborating with a global team to resolve problems and address client inquiries.
  • Sharing knowledge by designing and implementing training materials and Standard Operating Procedures.
  • Serving as a trusted client advocate and confident client advisor.
  • Influencing project stakeholders by providing clear solutions for their requirements.
  • Strategizing with product management and development teams to enhance the client onboarding experience.

Required skills include :

  • Advanced skills in project management tools and Clearwater tools / skills associated with area of expertise.
  • Advanced knowledge of investment accounting policies and procedures.
  • Advanced 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.
  • Advanced experience with General Ledger systems and period-end close processes.
  • Advanced project management and 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 :

  • Bachelor's / Master's course in Finance or Accounting or related field.
  • 7+ years of relevant experience in related field.
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