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Fintech • Software • Financial Services
As a Financial Consultant, you will collaborate with R&D and business teams to enhance software functionality, write specifications, conduct tests, and provide consulting and training to clients in asset management.
Top Skills:
ExcelVBA
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
Fintech • Software • Financial Services
The role involves onboarding clients onto Clearwater's SaaS platform, improving processes, guiding peers, and training, in the financial services domain.
Top Skills:
ClarizenExcelGeneral Ledger SystemsJIRAMS OfficePeoplesoftSalesforceWorkday
Fintech • Software • Financial Services
The Professional Services Consultant is responsible for onboarding clients onto Clearwater's SaaS platform, providing support, guiding peers, and enhancing client experience through strategic collaboration and solutions implementation.
Top Skills:
ClarizenGeneral Ledger SystemsJIRAMS OfficePeoplesoftSalesforceWorkday
Reposted 2 Days AgoSaved
Fintech • Software • Financial Services
The Implementation Associate will collaborate with business and technical experts, write specifications, participate in testing, and assist clients in asset management projects.
Top Skills:
Excel
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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
The Professional Services Team Lead will oversee a team delivering consulting and implementations on Clearwater's platform, ensuring client satisfaction and project success while managing resources and mentoring team members.
Top Skills:
Clearwater Saas PlatformComplianceInvestment Accounting SolutionsPerformanceRisk
Fintech • Software • Financial Services
The SME will deliver advisory services on Clearwater's SaaS platform, focusing on investment accounting, client reporting, and enhancing change management. Responsibilities include identifying service opportunities, strategizing for client needs, and optimizing delivery processes.
Top Skills:
Clearwater SaasGeneral Ledger SystemsInvestment AccountingRegulatory Regime Knowledge
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
Fintech • Software • Financial Services
Implementation Associates onboard new clients onto Clearwater's SaaS platform, ensuring they understand the solution's value. They manage client relationships, conduct training, and troubleshoot issues during the implementation process.
Top Skills:
ExcelMS OfficeSaaSSQL
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