Client Onboarding & Implementation Analyst

Clearwater Analytics, Ltd; Boise (ID); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Business casual atmosphere

Team-focused culture

Access to investment reporting technology

Career pathway opportunities

Medical, dental, vision, and life insurance

Maternity and paternity leave

Personal and Volunteer Time Off

Employee stock purchase plan

401(k) with match

Work from anywhere 3 weeks a year

Work from home Fridays

Job summary

Clearwater Analytics, Ltd in Boise, Idaho, is looking for an Implementation Analyst to enhance the onboarding process for new clients using their SaaS platform. The role involves managing client relationships, conducting training, and troubleshooting issues during implementation.

Applicants should possess a bachelor's degree in Business Administration and essential skills in accounting and Microsoft Office. The company offers a business casual environment and appealing benefits including medical insurance and flexible work options.

Responsibilities

• Manages relationships with clients throughout the implementation process.
• Facilitates onboarding of clients onto Clearwater's platform.
• Conducts training sessions for clients on using Clearwater's services.
• Communicates project status and issues to relevant parties.
• Proactively resolves customer issues during implementation.
• Provides consultancy services to ensure project objectives are met.
• Identifies and escalates risks and issues to Project Manager.
• Demonstrates ability to self-learn and seek support as needed.

Skills

Technical skills in Excel (basic)

SQL and relational database concepts

Knowledge of accounting

Knowledge of financial markets

Proficient in Microsoft Office Suite

Attention to detail

Verbal and written communication

Organizational skills

Problem-solving abilities

Analytical skills

Education

Bachelor's degree in Business Administration or related field

Job description

Clearwater Analytics, Ltd in Boise, Idaho, is looking for an Implementation Analyst to enhance the onboarding process for new clients using their SaaS platform. The role involves managing client relationships, conducting training, and troubleshooting issues during implementation.

Applicants should possess a bachelor's degree in Business Administration and essential skills in accounting and Microsoft Office. The company offers a business casual environment and appealing benefits including medical insurance and flexible work options.