SaaS Implementation Consultant: Client Onboarding & Training

Clearwater Analytics, LLC; Boise (ID); On-site; USD 65,000 - 85,000; Full time

Job summary

Clearwater Analytics, LLC in Boise, Idaho seeks Implementation Associates to support onboarding of new clients onto our cloud-native investment management platform. You will collaborate with clients and Clearwater teams to tailor solutions covering accounting, compliance monitoring, performance measurement, risk analysis, and reporting.

You will lead onboarding, conduct training, and clearly communicate status, issues, and risks.

Qualifications

• Bachelor's degree in a related field.
• 2+ years of relevant experience.
• Experience with relational database principles and SQL querying.
• Understanding of TVOM, duration, yield, returns, and risk exposures.
• Securities or financial markets experience preferred.
• Project management skills preferred.
• Excellent written and verbal communication.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.

Responsibilities

• Onboard clients onto Clearwater's SaaS 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 process.
• Provide consultancy services ensuring goals align with project plans.
• Escalate risks and issues to the Project Manager.
• Apply best practices in decision-making to complete tasks.
• Deliver accurate, timely responses to routine inquiries.

Skills

Excel basics

SQL querying

Investment accounting

Derivatives exposure

Project management

Communication skills

Attention to detail

Interpersonal skills

Education

Bachelor's degree in related field

Tools

SQL

Microsoft Office

Job description

Clearwater Analytics, LLC in Boise, Idaho seeks Implementation Associates to support onboarding of new clients onto our cloud-native investment management platform. You will collaborate with clients and Clearwater teams to tailor solutions covering accounting, compliance monitoring, performance measurement, risk analysis, and reporting.

You will lead onboarding, conduct training, and clearly communicate status, issues, and risks.