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.