Subject Matter Expert - Professional Services Group

Job Summary:  

The Professional Services division is responsible for delivery of change/transformation/advisory services to existing clients on Clearwater’s SaaS platform. We work in conjunction with Client Services to identify opportunities for value-added services to steady state clients and implement change projects for our clients.   

A Subject Matter Expert (SME) works on a variety of client projects in Investment Accounting, General Ledger, Client Reporting and Derivatives & Alternatives asset classes. All client projects are billable via Professional Services fees and based on time & material or fixed fee billing. Typical examples of projects include data integration projects (changes to inbound/outbound feeds to CW), GL rebuild, accounting configuration changes, bespoke reports etc. 

SMEs are an integral part of a collaborative division spanning analysts, team leads and program managers. Collaborating with client services, global delivery and R&D teams, they strategize and enhance our product offering, streamline client’s change management experience, and expediate delivery timeframes through scalable processes. 

Responsibilities: 

• Proactively identifies opportunities for value-added professional services with existing steady state clients by working closely with Client Services and Clearwater leadership teams.  

• Hands-on expertise in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of best practice solutions. 

• Expert in requirements analysis and solution design considering both complexity and scale 

• Strategizes with client services, product management and development teams to enhance the client change management experience, optimize delivery timeframes, and establish repeatable, scalable processes. 

• Serves as a trusted client advocate and a confident client advisor. 

Required skills:  

• Advanced Experience with General Ledger systems and period-end close processes. 

• Advanced Knowledge of investment accounting policies and procedures. 

• Securities or financial markets experience, especially involving alternative assets.  

• Knowledge in at least one specific market/regulatory regime (e.g. NAIC, Local GAAP). 

• Knowledge of CW platform data migration processes – inbound/outbound feeds, cost basis file load, load parallels etc. 

• Excellent attention to detail and strong documentation skills. 

• Outstanding verbal and written communication skills; strong problem-solving abilities. 

Education and Experience:  

• Bachelors/master's in finance/accounting or related field.  

• 7+ years of relevant experience in related field. 

• CFA or CPA is desirable. 

• Proven experience in Client Servicing and/or Onboarding teams in Clearwater. 

What we offer:

• Business casual atmosphere in a flexible working environment 

• Team focused culture that promotes innovation and ownership 

• Access cutting edge investment reporting technology and expertise

• Defined and undefined career pathways allowing you to grow your own way 

• Competitive medical, dental, vision, and life insurance benefits

• Maternity and paternity leave 

• Personal Time Off and Volunteer Time Off to give back to the community

• RSUs as well as employee stock purchase plan and 401k with match  

• Work from anywhere 3 weeks out of the year 

• Work from home Fridays