Professional Services Team Lead

Overview

In this role you contribute to Clearwater’s Professional Services by shaping change and advisory projects for steady-state clients. You work across Investment Accounting, General Ledger, Client Reporting and Derivatives & Alternatives to deliver scalable, value-added solutions. You collaborate with Client Services, Delivery and R&D to streamline change management and accelerate delivery timelines. Your expertise helps clients optimize their accounting and reporting processes while expanding Clearwater’s product offering. This is a hands-on, client-facing role with measurable impact on project success and time-to-value.

Responsibilities

• Identify opportunities for value-added professional services with existing steady-state clients in collaboration with Client Services and leadership
• Provide hands-on expertise in accounting, compliance, risk and performance reporting with best-practice solutions
• Lead requirements analysis and solution design considering complexity and scale
• Strategize with client services, product management and development to improve change management and establish scalable processes
• Serve as trusted client advocate and advisor

Key requirements

• Bachelor’s or Master’s in finance/accounting or related field
• 7+ years of relevant experience
• CFA or CPA is desirable
• Proven experience in Client Servicing and/or Onboarding teams
• Advanced experience with General Ledger systems and period-end close processes
• Advanced knowledge of investment accounting policies and procedures
• Securities or financial markets experience, especially with alternative assets
• Knowledge of CW platform data migration processes – inbound/outbound feeds, cost basis file load
• Excellent attention to detail and strong documentation skills
• Outstanding verbal and written communication skills; strong problem-solving abilities

• strong communication
• problem-solving
• detail-oriented
• General Ledger systems
• period-end close processes
• investment accounting policies and procedures

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