Implementation Analyst

Clearwater Analytics

Posted 3 months ago

Full Time

Boise, Idaho

In Person

Smart Summary

Responsibilities

Implementation Analysts manage the onboarding process for new clients onto a SaaS platform, customizing solutions for accounting, compliance, and risk analysis. They facilitate training, troubleshoot issues, and collaborate with internal teams to ensure project objectives are met.

Qualifications

You have a Bachelor's degree in a related field and possess strong analytical and problem-solving skills. You are proficient in Microsoft Office Suite, with beginner technical skills in Excel and a basic understanding of SQL and relational databases. You also have a solid grasp of accounting principles and ideally, knowledge of securities or financial markets.

Must Have Skills for ATS

Excel

SQL

accounting

financial markets

Microsoft Office Suite

Job Description

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.  

Clearwater Analytics

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, CWAN’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, CWAN supports over $8.8 trillion in assets globally. Learn more at cwan.com.
Runway Icon
Boost Your Interview Chances

With Runway

See Your Fit for This Role

1-5 min

Your Score

?

Top Applicants

90%

Your Job Search Advantage

Key Gaps & Next Steps:

Address these in your resume & Interview

Top Strengths For This Role

Highlight these in your cover letter & interview

Your Interview Guide

A Personalized Interview Strategy

Freshest Opportunities

Never Miss a Good Fit

Get notified when jobs mach your criteria