Subject Matter Expert – Implementations
| Company | Clearwater Analytics |
|---|---|
| Location | Boise, ID, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior, Expert or higher |
Requirements
- 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
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
Preferred Qualifications
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No preferred qualifications provided.