Subject Matter Expert - Client Servicing
Clearwater AnalyticsBoise, Idaho, United States
Posted March 24, 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
Client Servicing Subject Matter Experts develop and apply expertise on Clearwater systems and processes to evaluate requirements and configure solutions to meet investment accounting and reporting needs. They serve as liaisons between clients and internal teams, providing instruction and contributing to client success.
Requirements
- Translate client business requirements into system applications, process design, implementation materials, and SOPs
- Provide accurate and timely responses to client inquiries
- Collaborate with a global team to resolve complex problems and client inquiries
- Strategize with development teams to enhance product offerings and improve client onboarding experience
- Provide mentorship and training to team members
- Proactively improve processes, procedures, tools, and resources within the team
- Manage assigned projects and coordinate necessary resources
- Contribute to knowledge base and SOP documentation