Subject Matter Expert - Implementations
Confirmed on the employer's own hiring board on Oct 14, 2026. First seen by Alion on Sep 21, 2026.
Job Summary:
The Global Delivery division is responsible foronboarding all new clients onto Clearwater’s SaaSplatform. An SMEworks on a variety of client implementations to providedeep domain expertiseincluding Solvency II reporting or Derivatives & Alternatives asset classes. They are an integral part of a collaborative division spanning analysts, team leads and program managers.Collaborating with development teams, they strategize and enhance our product offering, streamline the client onboarding experience, and expediate delivery timeframethrough scalable processes.
Responsibilities:
Implements and onboards clients proficiently, aligns with Clearwater's Client Engagement Model, and providesnecessary support.
Identifiesopportunities for improvement proactively and takes the lead in implementing solutions within their role or team.
Guides peers on industry knowledge, even as Clearwater-specific assumptions and functionality continue to develop.
Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) in a general context and is in the process of developingknowledge in at least one specific market/regulatory regime (e.g., IM, US insurance, Solvency II, Local GAAP, Canadian insurance).
Handles financial accounting and Investment statements with confidence, utilizingdashboards, report manager, formulas, advanced grouping, and filtering.
Familiarizes themselves with Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports and actively builds a repertoire of user stories, which serve as best practices.
Communicates and collaborates effectively with a global team to resolve problems and address client inquiries accurately and efficiently.
Shares knowledge bydesigning and implementing training materials and Standard Operating Procedures (SOPs) while also contributing to thought leadership and whitepapers.
Serves as a trusted client advocate and is on the path to becoming a confident client advisor as expertisedevelops.
Required skills:
Intermediate Skills in Project management tools (Clarizen, Salesforce, JIRA), and Clearwater tools/skills associated with area of expertise (e.g., asset classes, accounting).
Intermediate Knowledge of investment accounting policies and procedures.
Intermediate knowledge Equities, Fixed Income, and structured products.
Proven history of proficient Excel use.
Dynamic problem-solving skills, and an innate sense of curiosity.
Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income.
Intermediate Experience with General Ledger systems (e.g., Workday, Peoplesoft) and period-end close processes.
Intermediate Project management & Leadership skills.
Strong computer skills, including proficiencyin Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving abilities.
Education and Experience:
Certified Bachelors/Masterscourse in Finance or Accounting or related field.
6+years of relevant experience in a relatedfield.