Implementation Specialist

13 hours ago

Boise, Idaho, United States Clearwater Analytics Full time
Job Summary:

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 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.

Responsibilities:
  • Develop a deep understanding of Clearwater's core value proposition and effectively communicate its value to clients.
  • Lead the onboarding process for clients onto Clearwater's platform, ensuring a seamless and efficient experience.
  • Design and deliver comprehensive training sessions for Clearwater's clients, ensuring they become proficient in using the Clearwater platform.
  • Communicate project status, issues, and risks in an effective and transparent manner.
  • Skilledly troubleshoot and resolve customer issues that may arise during the implementation phase.
  • Manage client and internal stakeholder relationships adeptly throughout the entire implementation process.
  • Provide valuable consultancy services to clients, ensuring that their goals align with the established project plans and objectives.
  • Identify and promptly escalate any identified risks and issues to the Project Manager for appropriate action.
  • Apply acquired skills, procedures, and best practices in decision-making to successfully complete various tasks.
  • Earn trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts.
Required Skills:
  • Understanding of TVOM, duration, yield, returns, and risk exposures.
  • Intermediate Technical Skills in Excel (basic formulas and formatting).
  • Knowledge of investment accounting policies and procedures preferred.
  • Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred.
  • Project management skills 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.
What We Offer:
  • A business casual atmosphere in a flexible working environment.
  • A team-focused culture that promotes innovation and ownership.
  • Access to cutting-edge investment reporting technology and expertise.
  • Defined and undefined career pathways allowing you to grow your own way.
  • Competitive medical, dental, vision, and life insurance benefits.
  • Maternity and paternity leave.
  • Personal Time Off and Volunteer Time Off to give back to the community.
  • RSUs as well as employee stock purchase plan and 401k with match.
  • Work from anywhere 3 weeks out of the year.
  • Work from home Fridays.

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