Subject Matter Expert - Professional Services
Core
Subject Matter Expert leading client onboarding and implementation for Clearwater's SaaS platform, providing deep expertise in Solvency II reporting or Derivatives & Alternatives asset classes.
Role type
Senior IC Subject Matter Expert (Financial Services/Regulatory Reporting)
Builds
Scalable client onboarding processes and enhanced product offerings for financial institutions
Domain
Financial Services, Regulatory Reporting (Solvency II, GAAP), Investment Accounting
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Project management (Clarizen, Salesforce, JIRA), Investment accounting policies, Equities/Fixed Income/Structured products, Advanced Excel, General Ledger systems (Workday, Peoplesoft), Financial reporting tools
Preferred skills
Securities/financial markets experience, Derivatives/alternatives expertise, Thought leadership in whitepapers
Technologies
Clearwater platform, Clarizen, Salesforce, JIRA, Microsoft Office, Workday, Peoplesoft
Responsibilities
Implement Clearwater Way methodologies for client onboarding, Develop solutions and improve client onboarding experience, Provide guidance on industry knowledge and financial accounting, Collaborate with product/development teams to streamline delivery, Design training materials and SOPs, Influence project stakeholders with clear solutions
Seniority
Senior, hands-on IC with strategic influence