Remote SaaS Implementation Analyst - Onboarding & Training

Clearwater Analytics; Boise (ID); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Business casual atmosphere

Flexible working environment

Team focused culture

Competitive medical, dental, vision benefits

Personal Time Off and Volunteer Time Off

Work from anywhere 3 weeks out of the year

Work from home Fridays

Job summary

Clearwater Analytics in Boise, Idaho, is seeking an Implementation Analyst to aid in onboarding new clients onto the company's SaaS platform. This role involves comprehensive training sessions and managing client relationships effectively throughout the onboarding process.

The ideal candidate holds a Bachelor's degree and has at least 2 years of relevant experience. The position offers flexible working conditions, including work-from-home options and competitive benefits like medical and retirement plans.

Qualifications

• 2+ years of relevant experience in financial or implementation roles.
• Experience with relational database principles and SQL querying.

Responsibilities

• Manage the onboarding process for clients onto Clearwater's platform.
• Conduct comprehensive training sessions for clients.
• Communicate project status, issues, and risks effectively.
• Troubleshoot and resolve customer issues during implementation.
• Provide consultancy services to clients aligning with project goals.

Skills

Understanding of TVOM, duration, yield, returns, and risk exposures

Intermediate Technical Skills in Excel

Knowledge of investment accounting policies and procedures

Experience in financial markets

Project management skills

Proficiency in Microsoft Office

Attention to detail

Verbal and written communication skills

Organizational skills

Problem-solving abilities

Education

Bachelor's degree in related field

Tools

Relational database principles and SQL querying

Job description

Clearwater Analytics in Boise, Idaho, is seeking an Implementation Analyst to aid in onboarding new clients onto the company's SaaS platform. This role involves comprehensive training sessions and managing client relationships effectively throughout the onboarding process.

The ideal candidate holds a Bachelor's degree and has at least 2 years of relevant experience. The position offers flexible working conditions, including work-from-home options and competitive benefits like medical and retirement plans.