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 onboarding onto the Clearwater platform and service model
- Coordinate with clients and internal teams to assess needs and tailor implementation solutions
- Train client users on effective operation of the Clearwater platform
- Keep stakeholders informed about project progress, problems, and risks
- Resolve implementation issues and escalate significant risks to the Project Manager
What you bring
- A bachelor's degree in a related field is required
- Working knowledge of accounting principles and their practical application
- Basic Excel ability, including formulas and formatting, plus proficiency with Microsoft Office
- Strong analysis, documentation, communication, organization, and problem-solving skills
Who this fits
This role suits someone who can manage client relationships while handling detailed implementation work, training, troubleshooting, and project communication. You should be comfortable with accounting and complex mathematical problem-solving. The position is based in Boise, United States, and is a full-time mid-level role.
From the employer
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.
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