Implementation Analyst

Clearwater Analytics, LLC; Boise (ID); On-site; USD 65,000 - 90,000; Full time

Job summary

Clearwater Analytics, LLC is seeking an Implementation Analyst to support onboarding of new clients onto the Clearwater SaaS platform and service model. You will collaborate with clients and internal teams to assess requirements and customize solutions for accounting, compliance monitoring, performance measurement, risk analysis, and reporting needs.

You will manage client relationships, facilitate onboarding, conduct training sessions, and communicate project status, issues, and risks.

Qualifications

• Bachelor's degree in a related field is required.
• Beginner Excel skills and basic SQL understanding are preferred.
• Strong accounting knowledge and familiarity with financial concepts.
• Good written and verbal communication abilities are essential.
• Attention to detail, organization, and problem-solving are important.

Responsibilities

• Manages relationships with clients and internal stakeholders during onboarding.
• Facilitates onboarding of clients onto Clearwater's platform.
• Conducts training sessions to educate clients on the Clearwater platform.
• Communicates project status, issues, and risks to stakeholders.
• Troubleshoots and resolves customer issues during implementation.
• Provides consultancy to ensure project objectives align with plans.
• Escalates risks and issues to the Project Manager when needed.
• Demonstrates ability to self-learn and seek needed support.

Skills

Excel basics

SQL basics

Accounting knowledge

Communication skills

Analytical skills

Problem solving

Organizational skills

Interpersonal skills

Education

Bachelor's degree

Tools

Microsoft Office

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.

Thank you for your interest in a career with Clearwater!

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry's most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater's single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

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.