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Fintech • Software • Financial Services
Configure and deploy Clearwater’s SaaS investment management platform for DACH clients. Translate accounting, regulatory, risk, performance, reporting, and operational requirements into platform configurations; advise clients, resolve implementation issues, coordinate project resources, and collaborate with development teams on product improvements. Create training materials and standard operating procedures, share domain expertise, and support client and prospect conversations. The role requires investment operations or accounting knowledge, strong problem-solving skills, Excel proficiency, and fluency in German and English.
Top Skills:
ExcelSaaS
Fintech • Software • Financial Services
Oversee onboarding and implementation of new clients onto Clearwater’s SaaS platform. Lead requirements analysis, solution architecture, scope discovery, solution documentation, and client approvals for investment accounting and reporting implementations. Apply expertise in HGB, Solvency II, IFRS, and general ledger processes while collaborating with sales, program managers, product teams, and senior stakeholders. Advocate for scalable solutions, support change management, improve onboarding processes, and align implementations with company strategy.
Top Skills:
Cloud ArchitectureMS OfficeMulti-Tier ArchitectureSaaS
Fintech • Software • Financial Services
Lead end-to-end client implementations of Clearwater’s SaaS investment management platform across accounting, compliance, performance, risk, and reporting. Configure tailored solutions, support data migration and interfaces, troubleshoot trading, P&L, and accounting issues, train clients, manage stakeholders and delivery milestones, escalate risks, and mentor junior team members. The role requires German and English fluency, investment operations or accounting experience, financial markets knowledge, strong analytical and communication skills, and proficiency with Excel and Microsoft Office.
Top Skills:
Clearwater Analytics PlatformExcelMS OfficeSaaS
Fintech • Software • Financial Services
The Sr. Subject Matter Expert collaborates across teams to deliver professional services on Clearwater's SaaS platform, focusing on client projects in Investment Accounting, GL, and reporting.
Top Skills:
Clearwater SaasGeneral Ledger Systems
Fintech • Software • Financial Services
The Global Head of Consultant Relationships will create a partnership strategy with consultants, enhance Clearwater's market presence, and ensure consultant advocacy for clients.
Top Skills:
Data AggregationInvestment AccountingReportingSaaS
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Reposted 11 Days AgoSaved
Fintech • Software • Financial Services
The Solutions Consultant will identify client needs, develop sales resources, assist with RFPs, and communicate Clearwater's value in the insurance sector.
Top Skills:
AlmEiopa GuidelinesOrsaRims-CrmpSaaSScrSii
Fintech • Software • Financial Services
Acts as a subject matter expert and liaison for major clients, translating investment accounting and reporting requirements into Clearwater system configurations, processes, training, and SOPs. Resolves complex client inquiries, collaborates with global and development teams, supports onboarding and product improvements, mentors colleagues, manages projects, and leads knowledge-base and self-service initiatives.
Top Skills:
Clearwater SystemsMS Office
Fintech • Software • Financial Services
The role involves leading projects for asset management clients, collaborating with R&D teams, and providing consultation and training in financial services.
Top Skills:
ExcelVBA
Reposted 23 Days AgoSaved
Fintech • Software • Financial Services
The Sr. Subject Matter Expert in Client Servicing translates client requirements into system applications, collaborates with teams to resolve complex inquiries, and enhances onboarding experiences while providing mentorship and maintaining documentation.
Top Skills:
MS Office
Fintech • Software • Financial Services
Implementation Analysts aid in onboarding clients to the SaaS platform, customizing solutions, providing training, and managing client relationships throughout the implementation process.
Top Skills:
ExcelMS OfficeSQL
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