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 change‑management experience, and expedite delivery time‑frames through scalable processes.
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 offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of best‑practice solutions.
- Act as an expert in requirements analysis and solution design, considering both complexity and scale.
- Strategize with client services, product management, and development teams to enhance the client change‑management experience, optimize delivery time‑frames, and establish repeatable, scalable processes.
- Serve as a trusted client advocate and a confident client advisor.
Required Skills
- Bachelor’s/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.
- 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 parallel set, etc.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills; strong problem‑solving abilities.
