Subject Matter Expert
Clearwater Analytics
Subject Matter Expert
Clearwater Analytics
Cloud-based investment accounting and analytics platform
We’ve recently opened a brand-new office in Frankfurt’sOpernturm, home to a brilliant and rapidly growing local team – a clear signal of our long-term commitment to the DACH market, where a growing number oforganisationsare choosing our cloud-native, front-to-back platform for investment management.
This is a rare opportunity to join Clearwater at an inflection point: you will apply deep domain expertise to some of our largest and most complex client relationships, while helping shape the tools, processes and standards that support the wider DACH team as it grows.
JOB SUMMARY
Client Services SMEsare responsible fordeveloping and applying deep domainexpertiseto evaluate requirements and configure solutions that meet a wide range of investment accounting and reporting needs for Clearwater’s largest clients.
You are viewed as a trusted advisor across the business, translating client business requirements into system configuration, process design,implementationmaterialsand SOPs. Youstrategisewith development teams to enhance our product offering, improve theclientonboarding experience, shorten deliverytimeframes, and build repeatable, scalable processes.
The Clearwater Client Services Teamis responsible forthe on-going servicing of existing clients andseeksto improve clients’ day-to-day workflow through effective use of the Clearwater platform. We work as an extension of our clients’teams, andcollaborate with them to ensure our product meets their current and future needs.
RESPONSIBILITIES
Communicate and collaborate effectively across the business globally to resolve problems and deep domain client inquiries accurately and efficiently
Translate client business requirements into specific system configuration, process design, implementation materials,trainingand SOPs
Deliveraccurate,timelyand thorough responses to any inquiry in both written and verbal contexts, with the ability to simplify complex topics
Act as a trusted member of the team, with the confidence to make decisions and contribute to client success, whilst providing instruction to colleagues within your area of expertise
Manage assigned projects and coordinate the resourcesrequired, including occasional work at client sites
Spread your knowledge by regularly providing mentorship/training, as well as designing and implementing training materials and SOPs.
Proactively work towards continuous improvement of processes, procedures, tools, and resources within the team.
Effectively handle escalations and problems, whether internal or client-facing
Consistently complete assigned projects, closing the loop internally and externally with concise communication
Engage confidently with a range of audiences, including internal and external executive-level stakeholders
REQUIREMENTS
3+ years of Clearwater experience
Able to own multiple projects at a time, achieving goals in creative and effective ways
Comfortable conversing with senior leadership, including executive leaders asrequired, with a sphere of influence extending across divisions and departments
Possesses strong industry knowledge and can advise peers in this area
Able to independently field most client inquiries and deliver value as a trusted client advisor
Cloud-based investment accounting and analytics platform
Clearwater Analytics provides a cloud-native SaaS platform for investment accounting, reporting, and analytics used by institutional investors worldwide. The core product is a single-instance, multi-tenant system that ingests data from many sources, reconciles and enriches it, and serves as the single source of truth for client portfolios. It offers integrated modules for investment accounting, performance measurement, regulatory reporting, compliance monitoring, and risk analytics across all asset classes. The company differentiates itself by delivering a unified front-to-back office platform that replaces fragmented legacy systems, and it grows through acquisitions to broaden cross-asset capabilities with a recurring revenue model based on assets under management.
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