Subject Manager Expert - Implementations
Core
Onboarding clients onto Clearwater's SaaS platform for financial reporting, compliance, and risk management.
Role type
Senior Implementation Subject Matter Expert (Finance/Accounting)
Builds
Client onboarding processes and scalable delivery workflows for financial reporting solutions
Domain
Financial services, Insurance regulation (Solvency II), Investment accounting
Deliverable
client delivery
Required skills
Investment accounting policies, Equities/Fixed Income/Structured products, General Ledger systems, Excel, Project management, Financial reporting
Preferred skills
Derivatives & Alternatives asset classes, Regulatory regimes (IM, US insurance, Solvency II, Local GAAP, Canadian insurance), User story development, Training material design
Technologies
Clearwater, Salesforce, JIRA, Clarizen, Microsoft Office, Workday, Peoplesoft
Responsibilities
Implement and onboard clients aligning with the Client Engagement Model, Identify and lead implementation of process improvements, Guide peers on industry knowledge and Clearwater functionality, Apply core value proposition in specific market/regulatory contexts, Collaborate globally to resolve client inquiries, Design training materials and SOPs, Act as trusted client advocate and advisor
Seniority
Senior, hands-on IC with mentorship
