Implementation Analyst
Clearwateranalytics Open · verified Sep 23, 2026 At a glance
Mid-level Solutions & Sales Engineering role at Clearwateranalytics. Boise · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Lead client onboarding onto the SaaS platform, coordinating requirements and tailored implementation solutions
- Train clients on the Clearwater platform so they can use it effectively
- Track project progress, issues, and risks, escalating concerns to the Project Manager
- Resolve implementation problems while keeping clients and internal stakeholders aligned
- Advise clients throughout delivery, connecting their goals with project plans and objectives
What you bring
- A related bachelor's degree plus at least two years of relevant experience
- Working knowledge of relational databases and SQL queries
- Understanding of TVOM, duration, yield, returns, and risk exposures
- Intermediate Excel capability, including formulas and formatting, alongside Microsoft Office proficiency
- Clear written and verbal communication, strong documentation, organization, and problem-solving skills
Who this fits
You’ll suit a mid-level client implementation role that combines onboarding, training, consulting, troubleshooting, and stakeholder coordination. Familiarity with investment accounting or financial markets, including derivatives, alternatives, structured products, or fixed income, would strengthen your fit. The role is based in Boise and allows work from anywhere for three weeks each year, with Fridays available for working from home.
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:
Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to clients.
Takes charge of the onboarding process for clients onto Clearwater's platform.
Conducts comprehensive training sessions for Clearwater's clients, ensuring they become proficient in using the Clearwater platform.
Communicates project status, issues, and risks in an effective and transparent manner.
Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase.
Manages client and internal stakeholder relationships adeptly throughout the entire implementation process.
Provides valuable consultancy services to clients, ensuring that their goals align with the established project plans and objectives.
Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action.
Applies acquired skills, procedures, and best practices in decision-making to successfully complete various tasks.
Earns 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.
Education and Experience:
Bachelor's degree in related field.
2+ years of relevant experience.
Experience with relational database principles and SQL querying.
What we offer:
Business casual atmosphere in a flexible working environment
Team focused culture that promotes innovation and ownership
Access 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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