Senior Subject Matter Expert - Client Servicing
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2025-12-10
Listing for:
Clearwater Analytics, Ltd
Full Time
position Listed on 2025-12-10
Job specializations:
-
Business
Business Analyst, Business Management, Business Development
Job Description & How to Apply Below
* 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.
*
* Required Skills:
*** 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.
*
* Education and Experience:
*** Bachelor’s degree or above in Accounting or Finance-related field, or experience in relevant area of specialization.
* 7+ years’ relevant experience.
Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.
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Position Requirements
10+ Years
work experience
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