Implementation Analyst

Clearwater Analytics; Boise (ID); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

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

Responsibilities include managing client relationships, facilitating onboarding, delivering training, and communicating project status while troubleshooting implementation issues. A Bachelor's degree is required.

Qualifications

• Bachelor's degree in related field required.
• Beginner Excel and SQL knowledge preferred; familiarity with accounting concepts.
• Strong communication, organizational and analytical skills essential.

Responsabilités

• Aid onboarding of new clients onto Clearwater's SaaS platform.
• Collaborate with clients and Clearwater teams to assess requirements.
• Customize solutions to meet accounting, compliance, risk, and reporting needs.
• Manage client relationships and communicate project status, issues and risks.
• Provide training sessions and proactive issue resolution during implementation.

Connaissances

Excel basics

SQL understanding

Accounting knowledge

Financial markets knowledge

MS Office proficiency

Attention to detail

Communication skills

Organizational skills

Problem solving

Analytical skills

Formation

Bachelor's degree

Outils

SQL

Relational databases

Microsoft Office Suite

Description du poste

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.