Clearwater Analytics (CWAN) Logo

Clearwater Analytics (CWAN)

Implementation Analyst

Posted 15 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.
The summary above was generated by AI

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.  

 

Similar Jobs at Clearwater Analytics (CWAN)

Entry level
Fintech • Software • Financial Services
Supports onboarding new clients onto a SaaS platform by assessing requirements, customizing solutions, coordinating stakeholders, conducting training, communicating project status, troubleshooting implementation issues, and providing client consulting. The role requires accounting knowledge, financial markets familiarity, analytical problem-solving, documentation, communication, and organizational skills.
Top Skills: ExcelMicrosoft Office SuiteRelational DatabasesSaaSSQL
15 Days Ago
Hybrid
Entry level
Entry level
Fintech • Software • Financial Services
Supports SaaS client onboarding by assessing requirements, configuring solutions, facilitating training, managing implementation relationships, communicating project status, troubleshooting issues, and escalating risks. The role serves clients using accounting, compliance, performance measurement, risk analysis, and reporting capabilities. Candidates need accounting knowledge, analytical and problem-solving skills, strong communication and documentation abilities, Microsoft Office proficiency, and basic Excel skills. SQL and securities or financial markets knowledge are preferred.
Top Skills: ExcelMicrosoft Office SuiteRelational DatabasesSaas PlatformSQL
15 Days Ago
Hybrid
Entry level
Entry level
Fintech • Software • Financial Services
Supports onboarding and implementation of new SaaS clients by gathering requirements, customizing solutions, coordinating with internal teams, delivering platform training, managing project communications, troubleshooting issues, and escalating risks. Provides client consultancy to align implementation objectives with project plans. Requires accounting knowledge, strong analytical and communication skills, attention to detail, Microsoft Office proficiency, and preferably familiarity with SQL, relational databases, and financial markets.
Top Skills: ExcelMicrosoft Office SuiteRelational DatabasesSaas PlatformsSQL

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account