Sr. Subject Matter Expert – Implementations

I.T. & Communications
Midlothian
June 2, 2026
Permanent
Urgent

Job Description

Role Overview

The Professional Services division is responsible for delivering change and transformation advisory services to existing clients on Clearwater’s SaaS platform. The 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.

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 offerings of Accounting, Compliance, Risk, and Performance reports, applying best practice solutions.
  • Analyze requirements and design solutions considering complexity and scale.
  • Strategize with client services, product management, and development teams to enhance the client change management experience, optimize delivery timeframes, and establish repeatable, scalable processes.
  • Serve as a trusted client advocate and confident client advisor.

Required Skills

  • Bachelor’s or master’s degree in finance, accounting, or related field.
  • 7+ years of relevant experience in a related field.
  • CFA or CPA desirable.
  • Proven experience in client servicing and/or onboarding teams.
  • Advanced experience with general ledger systems and period end close processes.
  • Advanced knowledge of investment accounting policies and procedures.
  • Experience with securities or financial markets, especially involving alternative assets.
  • Knowledge of at least one specific market/regulatory regime (e.g., NAIC, Local GAAP).
  • Knowledge of Clearwater platform data migration processes- inbound/outbound feeds, cost basis file loads, load parallels, etc.
  • Excellent attention to detail and strong documentation skills.
  • Outstanding verbal and written communication skills; strong problem solving abilities.

EEO Statement

We are dedicated to building a diverse, inclusive and authentic workplace.

Location

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