Senior Subject Matter Expert- Implementations

Job Description

The Role: Sr. Subject Matter Expert - Implementation will act as a guide and subject matter expert for clients when implementing Clearwater’s PMS (Portfolio Management System). This role will build strong PMS product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, development requirement documents, summarize data, and be the point person for client-facing communication. Responsibilities: • Manage new client implementations and serve as the first point of contact for new clients regarding platform customization, Q&A and workflow consulting. • Consult with clients to match their current and desired business processes with Clearwater software and services solutions. • Engage senior client and internal stakeholders to review project progress and task-level status. • Liaise with internal production team to support Data migration, Interfaces, Trading workflows, troubleshoot P&L and accounting issues. • Facilitate the setup of various components Clearwater software such as Funds, Brokers, Trade Commissions, Market Environment, GL accounts, etc. based on unique client requirements. • Facilitate the setup of custom Position, Trade and Accounting reporting requirements. • Identify opportunities for process improvement and documentation in the Implementation workflow and other internal processes. Show More