Role Overview

The Professional Services division is responsible for delivering change and transformation advisory services to existing clients on Clearwater’s SaaS platform. The subject matter expert (SME) works on a variety of client projects in Investment Accounting, General Ledger, Client Reporting, and Derivatives & Alternatives asset classes. All client projects are billable via professional services fees.

Responsibilities

• Proactively identify opportunities for value‑added professional services with existing steady‑state clients by working closely with Client Services and Clearwater leadership teams.
• Provide hands‑on expertise in Clearwater’s core offerings of Accounting, Compliance, Risk, and Performance reports, applying best‑practice solutions.
• Analyze requirements and design solutions considering complexity and scale.
• Strategize with client services, product management, and development teams to enhance the client c...