Implementation Associate

clearwateranalytics; Boise (ID); On-site; USD 65,000 - 95,000; Full time

Job summary

Clearwater Analytics seeks an Implementation Associate to guide new clients through onboarding on our SaaS platform. You will collaborate with clients and internal teams to tailor solutions that meet accounting, compliance, reporting, and risk requirements.

You will lead training sessions, manage project communications, and escalate risks when needed. Strong SQL, Excel, and professional communication are essential to ensure successful implementation and client satisfaction.

Qualifications

• Bachelor's degree in related field.
• 2+ years of relevant experience.
• Experience with relational database principles and SQL querying.

Responsibilities

• Own onboarding for clients onto Clearwater's platform.
• Conduct comprehensive training sessions for clients on the Clearwater platform.
• Communicate project status, issues, and risks clearly.
• Troubleshoot and resolve client issues during implementation.
• Manage client and internal stakeholder relationships throughout the project.
• Provide consultancy to align client goals with project plans.

Skills

Client communication

Project coordination

Attention to detail

Documentation

Organizational skills

Problem solving

Understanding of TVOM/returns/risk

Microsoft Office proficiency

Education

Bachelor's degree

Tools

SQL

Microsoft Excel

Job description

Implementation Associates 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:

• Bachelor's degree in related field .
• 2 + years of relevant experience .
• Experience with relational database principles and SQL querying.