Lead Implementation Associate

1 Month ago • All levels

Job Summary

Job Description

Implementation Associates are responsible for aiding the onboarding process for new clients onto the company's SaaS platform. They collaborate with clients and various Clearwater teams to assess requirements and customize solutions for accounting, compliance monitoring, performance measurement, risk analysis, and reporting necessities. Responsibilities include understanding the core value proposition, managing the onboarding process, conducting training, communicating project status, troubleshooting issues, managing client relationships, providing consultancy, identifying risks, applying skills, and delivering accurate responses. Additional responsibilities include managing client relationships and ensuring that their goals align with the established project plans and objectives.
Must have:
  • Knowledge of investment accounting policies and reporting.
  • Good skills in Excel (basic formulas and formatting).
  • Strong computer skills, including proficiency in Microsoft Office.
  • Excellent attention to detail and strong documentation skills.
  • Outstanding verbal and written communication skills.
  • Strong organizational and interpersonal skills.
  • Exceptional problem-solving abilities.
  • Fluency in German and English
Good to have:
  • Knowledge of securities or financial markets, especially derivatives, alternatives, structured products, and/or fixed income.

Job Details

Job Summary: 

Implementation Associates 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 fulfil the client's accounting, compliance monitoring, performance measurement, risk analysis, and reporting necessities. 

 

Responsibilities: 

  • Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to clients. 

  • Takes charge of the onboarding process for clients onto Clearwater's platform. 

  • Conducts comprehensive training sessions for Clearwater's clients, ensuring they become proficient in using the Clearwater platform. 

  • Communicates project status, issues, and risks in an effective and transparent manner. 

  • Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase. 

  • Manages client and internal stakeholder relationships adeptly throughout the entire implementation process. 

  • Provides valuable consultancy services to clients, ensuring that their goals align with the established project plans and objectives. 

  • Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action. 

  • Applies acquired skills, procedures, and best practices in decision-making to successfully complete various tasks. 

  • Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts. 

 

Required Skills:  

  • Knowledge of investment accounting policies and reporting (e.g. German GAAP, IFRS), preferred. 

  • Good skills in Excel (basic formulas and formatting) 

  • Securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income preferred.

  • Strong computer skills, including proficiency in Microsoft Office.  

  • Excellent attention to detail and strong documentation skills.  

  • Outstanding verbal and written communication skills.  

  • Strong organizational and interpersonal skills. 

  • Exceptional problem-solving abilities. 

  • Fluency in German and English

Education and Experience:  

  • Master's degree in related field e.g. audit, accounting, financial markets. 

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About The Company

Valeo is a global tech company, designing breakthrough solutions to reinvent the mobility industry. We are leader on our businesses, and recognized as one of the largest innovative companies. We offer a large number of job opportunities that are as diverse as they are rewarding. Whether you are a student seeking an internship, a recent graduate, or an experienced professional, you will find an interesting opportunity at Valeo for you!

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