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

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

• 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 – preferred.
• Strong knowledge of accounting and understanding/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 Business Administration or related field.

Benefits

• Business casual atmosphere in a flexible working environment.
• Team focused culture that promotes innovation and ownership.
• Access cutting‑edge investment reporting technology and expertise.
• Defined and undefined career pathways allowing you to grow your own way.
• Competitive medical, dental, vision, and life insurance benefits.
• Maternity and paternity leave.
• Personal Time Off and Volunteer Time Off to give back to the community.
• RSUs as well as employee stock purchase plan and 401(k) with match.
• Work from anywhere 3 weeks out of the year.
• Work from home Fridays.

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we’re looking for.