Subject Matter Expert - Implementations

Posted Yesterday
Be an Early Applicant
2 Locations
Hybrid
74K-96K Annually
Senior level
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
Serve as a domain SME for client implementations of Clearwater's SaaS platform, onboarding clients, applying investment accounting and regulatory knowledge (e.g., Solvency II), collaborating with development and delivery teams to improve product and processes, building user stories, creating training and SOPs, handling investment/financial statement reporting, and acting as a trusted client advisor.
Summary Generated by Built In

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.

Skills Required

  • Intermediate skills with project management tools (Clarizen, Salesforce, JIRA)
  • Familiarity with Clearwater tools and Clearwater SaaS platform
  • Intermediate knowledge of investment accounting policies and procedures
  • Intermediate knowledge of equities, fixed income, and structured products
  • Experience with derivatives, alternatives, and structured products in securities or financial markets
  • Proven proficiency in Microsoft Excel (formulas, grouping, filtering, dashboards, report manager)
  • Intermediate experience with General Ledger systems (e.g., Workday, PeopleSoft) and period-end close processes
  • Intermediate project management and leadership skills
  • Proficiency in Microsoft Office and strong computer skills
  • Excellent attention to detail and strong documentation skills
  • Outstanding verbal and written communication skills
  • Strong organizational and interpersonal skills
  • Exceptional problem-solving skills and intellectual curiosity
  • Create training materials, SOPs, and contribute to thought leadership
  • Bachelor's or Master's degree in Finance, Accounting, or related field
  • 6+ years of relevant experience

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
Clearwater Analytics (CWAN)
Souvik Das
Sandeep Sahai

Clearwater Analytics (CWAN) Compensation & Benefits Highlights

  • Healthcare Strength Medical, dental, and vision coverage are provided, with indications that some plans are company‑paid and include dependents, plus vision extras like contacts/glasses coverage and LASIK discounts. Mental health support and HSA/FSA options are referenced alongside core health benefits.
  • Retirement Support A 401(k) with employer matching up to 4% is offered, with immediate/Safe Harbor vesting noted in materials. This provides structured, reliable support for long‑term savings.
  • Leave & Time Off Breadth PTO starts around three weeks and grows with tenure to a higher cap, and offerings include paid company holidays and volunteer time off. Paid parental leave is also provided.

Clearwater Analytics (CWAN) Insights

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The Company
HQ: Boise, ID
1,100 Employees
Year Founded: 2004

What We Do

CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.

Why Work With Us

We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices

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Clearwater Analytics (CWAN) Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQBoise, ID
Bengaluru, Karnataka
Chicago, IL
Dublin, IE
Hong Kong, 23/F, Man Yee Building
London, GB
Mumbai, Maharashtra
New York, NY
Singapore
Sydney
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