Subject Matter Expert - Implementations

Posted Yesterday
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2 Locations
Hybrid
Senior level
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
Supports client implementations and onboarding for Clearwater’s SaaS platform by applying investment accounting, financial markets, and regulatory expertise. Collaborates with clients, analysts, program managers, and development teams to resolve issues, improve scalable delivery processes, and enhance product functionality. Develops training materials, SOPs, user stories, and thought leadership content while guiding peers and advocating for clients.
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. 

 

 

Skills Required

  • Bachelor’s or master’s degree in Finance, Accounting, or a related field
  • 6+ years of relevant experience in a related field
  • Intermediate proficiency with project management tools including Clarizen, Salesforce, and JIRA
  • Intermediate knowledge of investment accounting policies and procedures
  • Intermediate knowledge of equities, fixed income, and structured products
  • Proven proficiency using Microsoft Excel
  • Securities or financial markets experience, particularly with derivatives, alternatives, structured products, or fixed income
  • Intermediate experience with general ledger systems such as Workday or PeopleSoft and period-end close processes
  • Intermediate project management and leadership skills
  • Strong computer skills, including Microsoft Office proficiency
  • Excellent attention to detail and documentation skills
  • Outstanding verbal and written communication skills
  • Strong organizational and interpersonal skills
  • Dynamic and exceptional problem-solving abilities

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 Employer-provided medical, dental, and vision coverage is consistently listed in current job postings, with disability insurance also referenced. Feedback suggests these core health benefits are solid even if plan richness is not portrayed as top-tier across sources.
  • Retirement Support A 401(k) plan with employer matching is consistently cited in company and employer-verified materials. This reliable match supports long-term savings and is presented as a standard component of total rewards.
  • Leave & Time Off Breadth Immediate eligibility for paid time off, holidays, and volunteer time, along with parental leave, appears across job postings. This breadth of leave options provides practical flexibility from day one.

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
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