Implementation Analyst

2 Weeks ago • All levels

Job Summary

Job Description

Implementation Analysts are crucial in onboarding new clients onto the company's SaaS platform and service model. They work closely with clients and various Clearwater teams to assess requirements and customize solutions tailored to the client's accounting, compliance monitoring, performance measurement, risk analysis, and reporting needs. Responsibilities include managing client and internal stakeholder relationships, facilitating client onboarding, conducting training sessions, communicating project status, troubleshooting issues, providing consultancy services, and escalating risks to the Project Manager. The role requires strong communication, organizational, and problem-solving skills.
Must have:
  • Beginner Technical Skills in Excel (basic formulas and formatting)
  • Beginner Technical Skills and understanding of SQL and relational database concepts
  • Strong knowledge of accounting and understands basic rules of accounting
  • 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
Good to have:
  • Securities or financial markets knowledge - derivatives, alternatives, structured products, and/or fixed income preferred

Job Details

Job Summary: 

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.  

 

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About The Company

Clearwater Analytics is a global industry-leading SaaS solution which automates the entire investment lifecycle. With a single instance, multi-tenant architecture, Clearwater offers award-winning investment portfolio performance reporting, data aggregation, reconciliation, compliance, risk, and order management. Each day, leading insurers, asset managers, corporations, and governments use Clearwater’s trusted data to drive efficient, scalable investing.

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