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Clearwater Analytics (CWAN)

Implementation Analyst

Posted 14 Days Ago
Hybrid
Boise, ID
Entry level
Hybrid
Boise, ID
Entry level
Supports onboarding and implementation of new clients onto a SaaS platform. Collaborates with clients and internal teams to assess requirements, configure solutions, provide training, communicate project status and risks, troubleshoot issues, and deliver implementation consulting. The role requires accounting knowledge, financial markets familiarity, basic Excel and SQL skills, strong analytical abilities, documentation, communication, organization, and problem-solving skills.
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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. 

  

Education and Experience:  

  • Bachelor's degree in related field.  

 

Clearwater Analytics (CWAN) Chicago, Illinois, USA Office

Located in the heart of the Loop in Downtown Chicago. The office is easy to get to with various train and bus stops nearby.

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