Subject Matter Expert - Client Servicing - PMS

Client Servicing Subject Matter Experts are domain experts in a specific area or topic, operating as a liaison between our clients and internal teams. They develop and apply expertise in the Clearwater/Enfusion systems and processes to evaluate requirements and configure solutions to meet a wide range of portfolio construction, reporting, and accounting needs for Clearwater's largest clients.

Regarded as trusted experts in their area, they have the confidence to make decisions and contribute to client success, whilst being able to provide instruction to team members regarding their area of expertise.

Responsibilities:

• Translate the client’s business requirements into specific system applications, process design, implementation materials/training and SOPs.

• Trusted to deliver accurate, timely and thorough responses to any inquiry in both written and verbal contexts, with the ability to simplify multiple complex topics.

• Effectively communicate and collaborate with a global team to accurately resolve complex problems and client inquiries in their area of specialism, as well as broader financial or accounting topics.

• Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes.

• Provides 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.

• Manage and consistently complete assigned projects and coordinate necessary resources.

• Key contributor for knowledge base and SOP documentation, leading efforts to drive client self-service.

Qualifications:

• Bachelor’s degree or above in Accounting or Finance-related field, or experience in relevant area of specialization.

• 4+ years’ relevant financial services experience.

• Knowledge on portfolio construction, reporting, accounting, and pricing/valuations.

• Broad industry expertise in financial services, using skills to contribute to the development of company objectives and principles.

• Can own multiple projects at a time, achieving goals in creative and effective ways.

• Strong computer skills, including proficiency in Microsoft Office.

• Excellent attention to detail and strong documentation skills.

• Outstanding verbal and written communication skills.

• Strong problem-solving, organizational and interpersonal skills.

• Experience in the Enfusion PMS system is a plus.

Salary Range

$60,000.00 - $85,000.00

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.