Implementation Analyst
Clearwateranalytics Open At a glance
Mid-level Solutions & Sales Engineering role at Clearwateranalytics. Boise · full-time · no salary stated · we estimate $101,000–$167,500 across the United States.
Clearwateranalytics has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Guide new clients through platform setup, shaping solutions around their accounting, compliance, performance, risk and reporting needs
- Keep clients and internal teams aligned throughout implementation, sharing project progress and surfacing issues or risks
- Teach clients how to use the platform and help resolve problems that arise during implementation
- Advise clients on keeping project goals aligned with agreed plans, escalating concerns to the Project Manager when needed
What you bring
- A bachelor's degree in a related discipline
- Strong accounting knowledge, including the ability to apply foundational accounting rules
- Proficiency with Microsoft Office and basic Excel formulas and formatting
- Careful documentation, clear communication, strong organization and the ability to solve complex math problems
Who this fits
This role suits someone comfortable working directly with clients and internal teams while guiding implementations and delivering platform training. It calls for self-directed learning and a Boise-based work location.
From the employer
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.
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