Subject Matter Expert - Client Servicing
Core
Subject Matter Expert responsible for evaluating requirements and configuring solutions for investment accounting and reporting needs of Clearwater's largest clients.
Role type
Senior IC Client Services Subject Matter Expert
Builds
System configurations, process designs, implementation materials, and SOPs for the Clearwater investment management platform
Domain
Financial services / Investment management / Cloud-native platform
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Deep domain expertise in investment accounting and reporting, system configuration, process design, project management, mentorship, stakeholder engagement, problem resolution
Preferred skills
Experience with Clearwater platform, ability to work at client sites, executive-level communication
Technologies
Clearwater platform
Responsibilities
Translate client business requirements into system configuration and process design, deliver accurate responses to client inquiries, manage assigned projects and coordinate resources, provide mentorship and training materials, handle escalations, engage with executive-level stakeholders
Seniority
Senior, hands-on IC
