Implementation Analyst
Clearwater Analytics
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- Location
- Boise, United States
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 6
- 14 days ago
Career path
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About the company
Clearwater Analytics
Computer software · 1,001 to 5,000 employees
What you'll do
- Manages relationships with clients and internal stakeholders throughout the implementation process
- Facilitates the onboarding of clients onto Clearwater's platform
- Conducts training sessions to educate Clearwater's clients on how to effectively use the Clearwater platform
- Effectively communicates project status, issues, and risks to all relevant parties
- Proactively troubleshoots and resolves customer issues during the implementation phase
- Provides consultancy services to clients, ensuring project objectives align with project plans
- Identifies and promptly escalates risks and issues to the Project Manager
- Demonstrates the ability to self-learn and reaches out to designated resources when assistance is needed
What you need
- Bachelor's degree in related field
- Strong knowledge of accounting and understanding of basic accounting rules
- Strong computer skills, including proficiency in Microsoft Office Suite
- Excellent attention to detail and strong documentation skills
- Outstanding verbal and written communication skills
- Strong organizational and interpersonal skills
- Exceptional problem-solving abilities and strong analytical skills
- Understanding of SQL and relational database concepts (preferred)
Key skills
ExcelSQLrelational database conceptsaccountingMicrosoft Office Suiteattention to detaildocumentation skillsverbal and written communicationorganizational skillsinterpersonal skillsproblem-solving abilitiesAnalytical skillsfinancial markets knowledge
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Read the full posting here
Implementation Analysts 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:
Manages relationships with clients and internal stakeholders throughout the implementation process.
Facilitates the onboarding of clients onto Clearwater's platform.
Conducts training sessions to educate Clearwater's clients on how to effectively use the Clearwater platform.
Effectively communicates project status, issues, and risks to all relevant parties.
Proactively troubleshoots and resolves customer issues that may arise during the implementation phase.
Provides valuable consultancy services to clients, ensuring that project objectives align with the established project plans.
Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action.
Demonstrates the ability to self-learn and reaches out to designated resources when assistance or support is needed.
Required Skills:
Beginner Technical Skills in Excel (basic formulas and formatting).
Beginner Technical Skills and understanding of SQL and relational database concepts – is preferred (math and logic).
Strong knowledge of accounting and understand/applies basic rules of accounting.
Securities or financial markets knowledge - derivatives, alternatives, structured products, and/or fixed income preferred.
Strong computer skills, including proficiency in Microsoft Office Suite.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving abilities.
Strong Analytical skills, being able to solve complex math problems.
Education and Experience:
Bachelor's degree in related field.