Sr. Subject Matter Expert - Implementations
Clearwater AnalyticsOffice - Boise
Posted April 15, 2026
Full Time
About the Company
Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients. With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.
Job Description
The Sr. Subject Matter Expert - Implementations will be responsible for onboarding new clients onto Clearwater's SaaS platform, providing deep domain expertise in Solvency II reporting or Derivatives & Alternatives asset classes. They will collaborate with development teams to strategize and enhance the product offering, streamline the client onboarding experience, and expedite delivery timeframes through scalable processes.
Requirements
- Proficient in implementing and onboarding clients
- Actively identifies opportunities for improvement and takes the lead in implementing solutions
- Offers guidance to peers regarding industry knowledge
- Understands and applies Clearwater's core value proposition
- Comfortable with financial accounting and Investment statements
- Familiar with Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports
- Effectively communicates and collaborates with a global team
- Shares knowledge by designing and implementing training materials and Standard Operating Procedures
- Serves as a trusted client advocate and a confident advisor to clients
- Proficient in project management tools (Clarizen, Salesforce, JIRA)
- Knowledge of investment accounting policies and procedures
- Knowledge of 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
- Experience with General Ledger systems (e.g., Workday, Peoplesoft) and period-end closing processes
- 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