Subject Matter Expert - Implementations
Core
Onboards new clients onto Clearwater's SaaS platform for financial reporting, compliance, and risk management, providing deep expertise in areas like Solvency II or Derivatives & Alternatives.
Role type
Senior Subject Matter Expert - Client Implementations
Builds
Scalable client onboarding processes and product enhancements for Clearwater's SaaS platform
Domain
Financial Services / Insurance / Regulatory Reporting
Deliverable
client delivery
Required skills
Solvency II reporting, Derivatives & Alternatives asset classes, Investment accounting policies, Equities, Fixed Income, structured products, General Ledger systems, Project management tools, Advanced Excel, Financial reporting tools
Preferred skills
User story development, SOP creation, Thought leadership, Client advocacy
Technologies
Clarizen, Salesforce, JIRA, Clearwater platform, Microsoft Office, Workday, Peoplesoft
Responsibilities
Implement and onboard clients proficiently, Identify opportunities for improvement and implement solutions, Guide peers on industry knowledge, Apply core value proposition in specific market/regulatory regimes, Handle financial accounting and Investment statements, Communicate and collaborate with global teams, Share knowledge via training materials and SOPs
Seniority
Senior, hands-on IC