Subject Matter Expert - Implementations
Core
Implements and onboards clients onto Clearwater's SaaS platform, providing deep domain expertise in Solvency II reporting or Derivatives & Alternatives asset classes.
Role type
Senior IC implementation subject matter expert (financial services)
Builds
Scalable client onboarding processes and product enhancements for Clearwater's SaaS platform
Domain
Financial services / Insurance / Investment accounting
Required skills
Investment accounting policies, Equities, Fixed Income, structured products, Excel, General Ledger systems, Project management tools, Financial markets experience
Preferred skills
Solvency II reporting, Derivatives & Alternatives, Client engagement model, User stories, Training materials, SOPs
Technologies
Clarizen, Salesforce, JIRA, Microsoft Office, Workday, Peoplesoft
Responsibilities
Implement and onboard clients proficiently, Identify opportunities for improvement and implement solutions, Guide peers on industry knowledge, Handle financial accounting and Investment statements, Communicate and collaborate with a global team, Share knowledge by designing training materials and SOPs
Seniority
Mid-Senior, hands-on IC
