Implementation Analyst

10 Minutes ago • All levels

Business Analysis

Job Description

Implementation Analysts at Clearwater Analytics facilitate the onboarding of new clients onto the company's SaaS platform. They collaborate with clients and internal teams to assess requirements, customize solutions for accounting, compliance, performance, risk analysis, and reporting, and provide training. Key responsibilities include managing client relationships, troubleshooting issues, and communicating project status to ensure successful implementation.

Good To Have:

Beginner Technical Skills and understanding of SQL and relational database concepts
Securities or financial markets knowledge - derivatives, alternatives, structured products, and/or fixed income

Must Have:

Manage relationships with clients and internal stakeholders throughout the implementation process
Facilitate the onboarding of clients onto Clearwater's platform
Conduct training sessions to educate clients on how to effectively use the Clearwater platform
Effectively communicate project status, issues, and risks to all relevant parties
Proactively troubleshoot and resolve customer issues that may arise during the implementation phase
Provide valuable consultancy services to clients, ensuring project objectives align with established project plans
Identify and promptly escalate any identified risks and issues to the Project Manager for appropriate action
Demonstrate the ability to self-learn and reach out to designated resources when assistance or support is needed
Beginner Technical Skills in Excel (basic formulas and formatting)
Strong knowledge of accounting and 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
Bachelor's degree in a related field

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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.