Implementation Analyst

Clearwater Analytics; Boise (ID); On-site; USD 60,000 - 90,000; Full time

Job summary

Clearwater Analytics is seeking an Implementation Analyst to aid client onboarding onto our SaaS platform. You will work with clients and Clearwater teams to tailor solutions addressing accounting, compliance, performance, risk, and reporting needs.

The role requires onboarding clients, conducting training, and communicating project status while proactively resolving issues. Strong analytical, communicative, and organizational skills are essential.

Qualifications

• Bachelor’s degree in a related field.
• Onboarding clients onto a SaaS platform experience preferred.
• Strong accounting knowledge and familiarity with financial markets.
• Proficiency in Microsoft Office; Excel basics.
• Excellent attention to detail and documentation skills.
• Strong communication and organizational abilities.
• Ability to learn quickly and seek guidance as needed.
• Strong analytical and problem-solving abilities.

Responsibilities

• Manage client and internal stakeholder relationships throughout the implementation.
• Facilitate onboarding of clients onto Clearwater’s platform.
• Conduct training sessions to educate clients on use of the Clearwater platform.
• Communicate project status, issues, and risks to stakeholders.
• Troubleshoot and resolve customer issues during implementation.
• Provide consultancy to ensure objectives align with project plans.
• Identify and escalate risks and issues to the Project Manager.
• Demonstrate self-learning and reach out to resources when needed.

Skills

Excel basics

SQL basics

Accounting knowledge

Finance knowledge

MS Office

Attention to detail

Communication skills

Organization skills

Problem solving

Analytical skills

Education

Bachelor’s degree in related field

Job description

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:

• 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.

Required Skills:

• Beginner Technical Skills in Excel (basic formulas and formatting).
• Beginner Technical Skills and understanding of SQL and relational database concepts – is preferred (math and logic).
• Strong knowledge of accounting and understand/applies basic rules of accounting.
• Securities or financial markets knowledge - derivatives, alternatives, structured products, and/or fixed income preferred.
• Strong computer skills, including proficiency in Microsoft Office Suite.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.
• Strong Analytical skills, being able to solve complex math problems.

Education and Experience:

• Bachelor’s degree in related field.