Subject Matter Expert - Client Servicing
Core
Domain expert liaison translating client business requirements into system configurations, process designs, and training for investment accounting and reporting needs.
Role type
Senior IC Subject Matter Expert (Investment Accounting)
Builds
Clearwater systems configurations, implementation materials, SOPs, and client on-boarding processes
Domain
Financial Services / Investment Accounting
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment accounting expertise, system configuration, process design, SOP creation, project management, complex problem-solving, documentation, Microsoft Office proficiency
Preferred skills
Mentorship and training design, continuous process improvement, strategic product enhancement
Responsibilities
Translate client requirements into system applications and process designs; deliver accurate responses to complex inquiries; collaborate globally to resolve client issues; strategize with development teams to enhance product offerings; mentor team members and design training materials; drive continuous improvement of team processes; manage assigned projects and coordinate resources; contribute to knowledge base and lead client self-service efforts
