Onboarding Expert
1 week ago
Clearwater Analytics is seeking a highly skilled Implementation Analyst to join our team. As an Implementation Analyst, you will play a critical role in the onboarding process for new clients onto our SaaS platform and service model. You will collaborate with both clients and various Clearwater teams to assess requirements and customize solutions that meet the client's accounting, compliance monitoring, performance measurement, risk analysis, and reporting needs.
Key Responsibilities:- Client Onboarding: Take charge of the onboarding process for clients onto Clearwater's platform, ensuring a seamless and efficient transition.
- Training and Support: Conduct comprehensive training sessions for Clearwater's clients, ensuring they become proficient in using the Clearwater platform.
- Project Management: Communicate project status, issues, and risks in an effective and transparent manner, and skillfully troubleshoot and resolve customer issues that may arise during the implementation phase.
- Client Relationships: Manage client and internal stakeholder relationships adeptly throughout the entire implementation process, providing valuable consultancy services to clients to ensure their goals align with the established project plans and objectives.
- Risk Management: Identify and promptly escalate any identified risks and issues to the Project Manager for appropriate action.
- Decision-Making: Apply acquired skills, procedures, and best practices in decision-making to successfully complete various tasks, and earn trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries.
- Financial Acumen: Understanding of TVOM, duration, yield, returns, and risk exposures.
- Technical Skills: Intermediate Technical Skills in Excel (basic formulas and formatting), and knowledge of investment accounting policies and procedures preferred.
- Industry Experience: Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred.
- Project Management: Project management skills preferred.
- Computer Skills: Strong computer skills, including proficiency in Microsoft Office.
- Communication Skills: Excellent attention to detail and strong documentation skills, outstanding verbal and written communication skills, and strong organizational and interpersonal skills.
- Problem-Solving: Exceptional problem-solving abilities.
- Education: Bachelor's degree in a related field.
- Experience: 2+ years of relevant experience, and experience with relational database principles and SQL querying preferred.
- Flexible Work Environment: Business casual atmosphere in a flexible working environment.
- Team-Focused Culture: Team focused culture that promotes innovation and ownership.
- Access to Cutting-Edge Technology: Access cutting-edge investment reporting technology and expertise.
- Defined and Undefined Career Pathways: Defined and undefined career pathways allowing you to grow your own way.
- Competitive Benefits: Competitive medical, dental, vision, and life insurance benefits, maternity and paternity leave, personal time off, and volunteer time off.
- Stock Options and Retirement Plan: RSUs as well as employee stock purchase plan and 401k with match.
- Remote Work Options: Work from anywhere 3 weeks out of the year, and work from home Fridays.
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