Implementation Analyst

Clearwater Analytics

Boise (ID)

Hybrid

USD 70,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Business casual atmosphere

Flexible working environment

Team focused culture

Competitive medical, dental, vision benefits

Personal Time Off and Volunteer Time Off

Work from anywhere 3 weeks out of the year

Work from home Fridays

Job summary

Clearwater Analytics in Boise, Idaho, is seeking an Implementation Analyst to aid in onboarding new clients onto the company's SaaS platform. This role involves comprehensive training sessions and managing client relationships effectively throughout the onboarding process.

The ideal candidate holds a Bachelor's degree and has at least 2 years of relevant experience. The position offers flexible working conditions, including work-from-home options and competitive benefits like medical and retirement plans.

Qualifications

2+ years of relevant experience in financial or implementation roles.
Experience with relational database principles and SQL querying.

Responsibilities

Manage the onboarding process for clients onto Clearwater's platform.
Conduct comprehensive training sessions for clients.
Communicate project status, issues, and risks effectively.
Troubleshoot and resolve customer issues during implementation.
Provide consultancy services to clients aligning with project goals.

Skills

Understanding of TVOM, duration, yield, returns, and risk exposures

Intermediate Technical Skills in Excel

Knowledge of investment accounting policies and procedures

Experience in financial markets

Project management skills

Proficiency in Microsoft Office

Attention to detail

Verbal and written communication skills

Organizational skills

Problem-solving abilities

Education

Bachelor's degree in related field

Tools

Relational database principles and SQL querying

Job description

Job Summary

Implementation Analysts are responsible for aiding the onboarding process for new clients onto the company's SaaS platform and service model. They collaborate with both clients and various Clearwater teams to assess requirements and customize solutions. These solutions are tailored to fulfill the client's accounting, compliance monitoring, performance measurement, risk analysis, and reporting necessities.

Responsibilities

Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to clients.
Takes charge of the onboarding process for clients onto Clearwater's platform.
Conducts comprehensive training sessions for Clearwater's clients, ensuring they become proficient in using the Clearwater platform.
Communicates project status, issues, and risks in an effective and transparent manner.
Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase.
Manages client and internal stakeholder relationships adeptly throughout the entire implementation process.
Provides valuable consultancy services to clients, ensuring that their goals align with the established project plans and objectives.
Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action.
Applies acquired skills, procedures, and best practices in decision-making to successfully complete various tasks.
Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts.

Required Skills

Understanding of TVOM, duration, yield, returns, and risk exposures.
Intermediate Technical Skills in Excel (basic formulas and formatting).
Knowledge of investment accounting policies and procedures preferred.
Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred.
Project management skills preferred.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving abilities.

Education and Experience