Subject Matter Expert - Implementations
Job Summary:
The Global Delivery division is responsible for onboarding all new clients onto Clearwater’s SaaS platform. An SME works on a variety of client implementations to provide deep domain expertise including 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 timeframe through scalable processes.
Responsibilities:
• Implements and onboards clients proficiently, aligns with Clearwater's Client Engagement Model, and provides necessary support.
• Understanding business requirements: The Solution Architect works closely with business stakeholders to understand their needs, challenges, and goals. They analyze the existing systems and processes and identify areas for improvement.
• Designing the solution based on the business requirements, the Solution Architect designs the overall solution architecture. They create high-level and low-level designs, including the selection of appropriate technologies, frameworks, and platforms.
• Documentation: Solution Architects document the solution architecture, including design decisions, rationale, and technical specifications. They create diagrams, flowcharts, and other artifacts to communicate the architecture to stakeholders and development teams.
• Stakeholder management: Solution Architects collaborate with various stakeholders, including business users, project managers, developers, and infrastructure teams. They provide technical guidance and address any concerns or issues that arise during the development process.
• 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 developing knowledge in at least one specific market/regulatory regime (e.g., APAC, Solvency II, Local GAAP, IFRS, Canadian insurance).
• Handles financial accounting and Investment statements with confidence, utilizing dashboards, 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.
• Analyze the gaps: The identified gaps need to be analyzed to understand the reasons behind them. This may involve assessing the root causes, exploring potential constraints, or identifying areas where improvements can be made.
Required skills:
• Intermediate Skills in Project management tools (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 proficiency in 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.
