At a Glance
- Tasks: Lead client projects in investment accounting and enhance their experience with our SaaS platform.
- Company: Join a forward-thinking company dedicated to transformation and client success.
- Benefits: Competitive salary, flexible work options, and opportunities for professional growth.
- Other info: Be part of a diverse team committed to inclusivity and innovation.
- Why this job: Make a real impact by advising clients and optimising their financial processes.
- Qualifications: 7+ years in finance or accounting, with strong client servicing skills.
The predicted salary is between 70000 - 90000 £ per year.
The Professional Services division is responsible for delivering change and transformation advisory services to existing clients on Clearwater’s SaaS platform. The 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.
Responsibilities
- Proactively identify opportunities for value‑added professional services with existing steady‑state clients by working closely with Client Services and Clearwater leadership teams.
- Provide hands‑on expertise in Clearwater’s core offerings of Accounting, Compliance, Risk, and Performance reports, applying best‑practice solutions.
- Analyze requirements and design solutions considering complexity and scale.
- Strategize with client services, product management, and development teams to enhance the client change‑management experience, optimize delivery timeframes, and establish repeatable, scalable processes.
- Serve as a trusted client advocate and confident client advisor.
Required Skills
- Bachelor’s or master’s degree in finance, accounting, or related field.
- 7+ years of relevant experience in a related field.
- CFA or CPA desirable.
- Proven experience in client servicing and/or onboarding teams.
- Advanced experience with general ledger systems and period‑end close processes.
- Advanced knowledge of investment accounting policies and procedures.
- Experience with securities or financial markets, especially involving alternative assets.
- Knowledge of at least one specific market/regulatory regime (e.g., NAIC, Local GAAP).
- Knowledge of Clearwater platform data migration processes— inbound/outbound feeds, cost basis file loads, load parallels, etc.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills; strong problem‑solving abilities.
EEO Statement
We are dedicated to building a diverse, inclusive and authentic workplace.
Sr. Subject Matter Expert - Implementations employer: Clearwater Analytics, Ltd
At Clearwater, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture. Our commitment to employee growth is evident through continuous learning opportunities and a supportive environment that encourages professional development. Located in a vibrant area, we offer competitive benefits and the chance to work on impactful projects that drive transformation for our clients, making every day at Clearwater both meaningful and rewarding.
StudySmarter Expert Advice🤫
We think this is how you could land Sr. Subject Matter Expert - Implementations
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and accounting sectors. Let them know you're on the lookout for opportunities, especially roles like the Sr. Subject Matter Expert. You never know who might have the inside scoop on openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, highlight your hands-on experience with general ledger systems and investment accounting. Make it clear how your skills can add value to their team.
✨Tip Number 3
Prepare for interviews by diving deep into Clearwater’s SaaS platform. Familiarise yourself with their core offerings and think about how you can enhance the client change-management experience. This will show you're not just interested, but genuinely invested in their success.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Sr. Subject Matter Expert - Implementations
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Sr. Subject Matter Expert. Highlight your experience in investment accounting and client servicing, and don’t forget to mention any relevant qualifications like CFA or CPA.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Share specific examples of how you've added value in previous positions, especially in relation to Clearwater’s core offerings.
Showcase Your Problem-Solving Skills:In both your CV and cover letter, make sure to highlight your problem-solving abilities. Give examples of how you've tackled complex challenges in client projects, particularly in investment accounting or general ledger systems.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Clearwater Analytics, Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of investment accounting, general ledger systems, and the Clearwater platform. Be ready to discuss specific examples from your past experience that demonstrate your expertise in these areas.
✨Showcase Your Problem-Solving Skills
Prepare to share instances where you've tackled complex client issues or streamlined processes. Highlight how your solutions added value to previous clients, as this role is all about enhancing the client experience.
✨Communicate Clearly
Since outstanding verbal and written communication skills are a must, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend to refine your delivery and ensure you can explain technical concepts in an easy-to-understand way.
✨Be a Team Player
This role involves strategising with various teams, so be prepared to discuss how you've collaborated with others in the past. Share examples of how you’ve worked with client services, product management, or development teams to achieve common goals.
