SaaS Implementation & Onboarding Specialist

Clearwater Analytics

Boise (ID)

Hybrid

USD 60,000 - 90,000

Full time

14 days+

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Job summary

Clearwater Analytics in Boise, Idaho is seeking an Implementation Associate to help onboard new clients onto the company's cloud-native SaaS platform. You will collaborate with clients and Clearwater teams to assess requirements and tailor solutions that meet accounting, compliance monitoring, performance measurement, risk analysis, and reporting needs.

The role emphasizes delivering training, transparent status updates, and proactive issue resolution while building strong client relationships.

Qualifications

  • Bachelor's degree in a related field.
  • 2+ years of relevant implementation or onboarding experience.
  • Experience with relational databases and SQL querying.
  • Strong Excel skills and data analysis.
  • Excellent written and verbal communication.
  • Ability to manage multiple stakeholders and projects.

Responsibilities

  • Aids onboarding of new clients onto Clearwater's SaaS platform.
  • Conducts comprehensive training sessions for clients on the Clearwater platform.
  • Communicates project status, issues, and risks clearly and timely.
  • Troubleshoots and resolves client issues during implementation.
  • Manages client and internal stakeholder relationships throughout the process.
  • Provides consultancy to ensure goals align with project plans.
  • Escalates risks and issues to the Project Manager as needed.
  • Applies skills and best practices to complete tasks accurately.

Skills

Onboarding processes and client mgmt
Excel (formulas & formatting)
SQL querying
Attention to detail
Communication skills
Project management

Education

Bachelor's degree in related field

Tools

SQL querying
Microsoft Office

Job description

Clearwater Analytics in Boise, Idaho is seeking an Implementation Associate to help onboard new clients onto the company's cloud-native SaaS platform. You will collaborate with clients and Clearwater teams to assess requirements and tailor solutions that meet accounting, compliance monitoring, performance measurement, risk analysis, and reporting needs.

The role emphasizes delivering training, transparent status updates, and proactive issue resolution while building strong client relationships.

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