Client Onboarding & Solutions Analyst

Clearwater Analytics; Boise (ID); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Clearwater Analytics seeks an Implementation Analyst in Boise to support onboarding for new clients on our SaaS platform. You will collaborate with clients and Clearwater teams to assess requirements and tailor solutions for accounting, compliance monitoring, performance measurement, risk analysis, and reporting needs.

You will conduct training, communicate status and risks, troubleshoot issues, and provide consultancy to ensure alignment with project plans.

Qualifications

• Bachelor’s degree in a related field.
• Beginner to intermediate knowledge of Excel.
• Basic SQL and relational database concepts.
• Accounting knowledge and financial markets awareness.
• Strong communication, attention to detail and problem-solving.

Responsibilities

• Manages relationships with clients and internal stakeholders throughout the implementation process.
• Facilitates the onboarding of clients onto Clearwater's platform.
• Conducts training sessions to educate Clearwater's clients on how to effectively use the Clearwater platform.
• Effectively communicates project status, issues, and risks to all relevant parties.
• Proactively troubleshoots and resolves customer issues that may arise during the implementation phase.
• Provides valuable consultancy services to clients, ensuring that project objectives align with the established project plans.
• Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action.
• Demonstrates the ability to self-learn and reaches out to designated resources when assistance or support is needed.

Skills

Excel basics

SQL basics

Accounting knowledge

Financial markets knowledge

Communication skills

Attention to detail

Problem solving

Organizational skills

Interpersonal skills

Self-learning

Education

Bachelor's degree in related field

Tools

Microsoft Office

Job description

Clearwater Analytics seeks an Implementation Analyst in Boise to support onboarding for new clients on our SaaS platform. You will collaborate with clients and Clearwater teams to assess requirements and tailor solutions for accounting, compliance monitoring, performance measurement, risk analysis, and reporting needs.

You will conduct training, communicate status and risks, troubleshoot issues, and provide consultancy to ensure alignment with project plans.