Subject Matter Expert - Professional Services

Responsibilities: 

• A leader in implementing Clearwater Way methodologies for client implementation and onboarding, including aligning with Clearwater's Client Engagement Model. 

• Proactively identifies opportunities for improvement and takes the lead in developing solutions within their role or team. 

• Provides guidance to peers on industry knowledge, although Clearwater-specific assumptions and functionality are still being developed. Not yet at a level to serve as a confident client advisor. 

• Applies Clearwater's core value proposition (aggregate, reconcile, report) in a general context and is developing expertise in at least one specific market/regulatory regime (e.g., IM, US insurance, Solvency II, Local GAAP, Canadian insurance). 

• Demonstrates confidence in handling financial accounting and Investment statements, utilizing dashboards, report manager, formulas, advanced grouping, and filtering. 

• An expert in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of user stories used as best practice. 

• Effectively communicates and collaborates 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 influencing thought leadership and contributing to whitepapers. 

• Serves as a trusted client advocate and a confident client advisor. 

• Has the ability to influence project stakeholders by providing clear solutions for their requirements. 

• Strategizes with product management and development teams to enhance the client onboarding experience, reduce delivery timeframes, and establish repeatable, scalable processes. 

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Required skills:  

• Advanced Skills in Project management tools (Clarizen, Salesforce, JIRA), and Clearwater tools/skills associated with area of expertise (e.g., asset classes, accounting). 

• Advanced Knowledge of investment accounting policies and procedures. 

• Advanced 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. 

• Advanced Experience with General Ledger systems (e.g., Workday, Peoplesoft) and period-end close processes. 

• Advanced 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:  

• Bachelors/Masters course in Finance or Accounting or related field.  

• 7+ years of relevant experience in related field.