Job Details

Join to apply for the Sr. Subject Matter Expert - Client Servicing role at Clearwater Analytics

1 day ago Be among the first 25 applicants

Join to apply for the Sr. Subject Matter Expert - Client Servicing role at Clearwater Analytics

Job Summary:

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 on the Clearwater systems and processes to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients.

Job Summary:

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 on the Clearwater systems and processes to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting 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.
• 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.
• 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.
  
  

• Possess deep knowledge in their area of expertise.
• Broad industry expertise in investment accounting, 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 organizational and interpersonal skills.
• Exceptional problem-solving abilities.
  
  

• Bachelor's degree or above in Accounting or Finance-related field, or experience in relevant area of specialization.
• 7+ years' relevant experience.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Software Development

Referrals increase your chances of interviewing at Clearwater Analytics by 2x

Get notified about new Senior Client Services Representative jobs in Boise, ID.

Customer Service Warranty Representative

Meridian, ID $74,000.00-$100,000.00 1 week ago

Customer Service Representative - WORK FROM HOME

Customer Service Representative - Manufacturing

Customer Success Manager - Semi Vertical

Customer Success Manager, Digital Solutions

Customer Service Representative Cavco-Nampa

Customer Service Representative - Manufacturing

Aviation Customer Service Representative

Account Associate-Customer Service Onsite

WAH Mortgage Customer Service Representative

Remote Insurance Customer Service Representative (Unlicensed)

Work at Home Customer Service Agent (Full-Time & Part-Time) (ID)

Remote Insurance Customer Service Representative (Unlicensed)

Personal Lines Insurance Customer Service Representative

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.