Sr. Subject Matter Expert - Implementations

Responsibilities: 

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  Proficient in implementing and onboarding clients while aligning with our Client Engagement Model and providing necessary support. 

• Actively identifies opportunities for improvement and takes the lead in implementing solutions within the role or team. 

• Offers guidance to peers regarding industry knowledge, while also developing a strong understanding of Clearwater-specific assumptions and functionality. 

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

• Comfortable with financial accounting and Investment statements, including using dashboards, report manager, formulas, advanced grouping, and filtering. 

• Familiar with Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports and is in the early stages of building a repertoire of user stories. 

• 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 advisor to clients. 

Required skills:  

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

• Knowledge of investment accounting policies and procedures. 

• 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. 

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

• 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/master's course in Finance or Accounting or related field.  

• 5+ years of relevant experience in related field.