SaaS Customer Onboarding & Solutions Consultant

Clearwater Analytics; Boise (ID); On-site; USD 60,000 - 90,000; Full time

Job summary

Clearwater Analytics seeks an Implementation Analyst to drive onboarding for new clients on our SaaS platform. You will collaborate with clients and Clearwater teams to tailor solutions for accounting, compliance monitoring, performance measurement, risk analysis and reporting.

Responsibilities include managing client relationships, facilitating onboarding, delivering training, and communicating project status while troubleshooting implementation issues. A Bachelor's degree is required.

Qualifications

• Bachelor's degree in related field required.
• Beginner Excel and SQL knowledge preferred; familiarity with accounting concepts.
• Strong communication, organizational and analytical skills essential.

Responsibilities

• Aid onboarding of new clients onto Clearwater's SaaS platform.
• Collaborate with clients and Clearwater teams to assess requirements.
• Customize solutions to meet accounting, compliance, risk, and reporting needs.
• Manage client relationships and communicate project status, issues and risks.
• Provide training sessions and proactive issue resolution during implementation.

Skills

Excel basics

SQL understanding

Accounting knowledge

Financial markets knowledge

MS Office proficiency

Attention to detail

Communication skills

Organizational skills

Problem solving

Analytical skills

Education

Bachelor's degree

Tools

SQL

Relational databases

Microsoft Office Suite

Job description

Clearwater Analytics seeks an Implementation Analyst to drive onboarding for new clients on our SaaS platform. You will collaborate with clients and Clearwater teams to tailor solutions for accounting, compliance monitoring, performance measurement, risk analysis and reporting.

Responsibilities include managing client relationships, facilitating onboarding, delivering training, and communicating project status while troubleshooting implementation issues. A Bachelor's degree is required.