Implementation Associate

Clearwater Analytics; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player seeks Implementation Associates to enhance client onboarding for their innovative SaaS platform. This role involves collaborating with clients to customize solutions that meet their accounting, compliance, and reporting needs. You will conduct training sessions, manage relationships, and ensure effective communication throughout the implementation process. If you have a strong background in financial markets, exceptional problem-solving skills, and are fluent in both German and English, this opportunity could be the perfect fit for you. Join a dynamic team dedicated to delivering top-notch service and solutions to clients.

Qualifications

• Master's degree in audit, accounting, or financial markets required.
• 2+ years of relevant experience in implementation or client onboarding.

Responsibilities

• Manage the onboarding process for clients onto Clearwater's platform.
• Conduct training sessions ensuring clients are proficient in using the platform.
• Troubleshoot and resolve customer issues during implementation.

Skills

Investment accounting policies knowledge

Excel skills

Securities or financial markets knowledge

Microsoft Office proficiency

Attention to detail

Verbal and written communication skills

Organizational skills

Interpersonal skills

Problem-solving abilities

Fluency in German and English

Education

Master's degree in related field

Job description

This position is based in Vienna

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:

1. Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to clients.
2. Takes charge of the onboarding process for clients onto Clearwater's platform.
3. Conducts comprehensive training sessions for Clearwater's clients, ensuring they become proficient in using the Clearwater platform.
4. Communicates project status, issues, and risks in an effective and transparent manner.
5. Skilfully troubleshoots and resolves customer issues that may arise during the implementation phase.
6. Manages client and internal stakeholder relationships adeptly throughout the entire implementation process.
7. Provides valuable consultancy services to clients, ensuring that their goals align with the established project plans and objectives.
8. Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action.
9. Applies acquired skills, procedures, and best practices in decision-making to successfully complete various tasks.
10. Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts.

Required Skills:

1. Knowledge of investment accounting policies and reporting (e.g. German GAAP, IFRS, Solvency II), preferred.
2. Good skills in Excel (basic formulas and formatting).
3. Securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income preferred.
4. Strong computer skills, including proficiency in Microsoft Office.
5. Excellent attention to detail and strong documentation skills.
6. Outstanding verbal and written communication skills.
7. Strong organizational and interpersonal skills.
8. Exceptional problem-solving abilities.
9. Fluency in German and English.

Education and Experience:

1. Master's degree in related field e.g. audit, accounting, financial markets.
2. 2+ years of relevant experience.