
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
Salary Range:
Chicago Range: $100,000 - $140,000 base + RSU's
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

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, CWAN’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, CWAN supports over $8.8 trillion in assets globally. Learn more at cwan.com.