Role overview

Qualifications

Beginner Technical Skills in Excel
Beginner Technical Skills and understanding of SQL
Strong knowledge of accounting
Strong computer skills, including proficiency in Microsoft Office Suite

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

Key facts

Remote from: Anywhere
Full time
Implementation Engineer
English

Hard skills

Software As A Service (SaaS) Accounting SQL (Programming Language) Internal Documentation Risk Analysis Financial Market

Other skills

Microsoft Excel
Problem Solving
Analytical Skills
Communication
Organizational Skills
Social Skills
Microsoft Office
Detail Oriented

About the company

Clearwater Analytics

Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients. With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

Company details

Company typeLarge

Company size1001 - 5000

Links

Website LinkedIn See all jobs

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Job description

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 Business Administration or related field.

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