System Integration Specialist
3 weeks ago
Job Overview:
We are seeking an Implementation Analyst to join our team at Clearwater Analytics. As an Implementation Analyst, you will play a crucial role in the onboarding process for new clients onto our SaaS platform and service model.
About the Role:
- You will collaborate with both clients and various Clearwater teams to assess requirements and customize solutions that fulfill their accounting, compliance monitoring, performance measurement, risk analysis, and reporting needs.
- You will manage relationships with clients and internal stakeholders throughout the implementation process.
- You will facilitate the onboarding of clients onto our platform, conduct training sessions, and effectively communicate project status, issues, and risks to all relevant parties.
- You will proactively troubleshoot and resolve customer issues that may arise during the implementation phase.
- You will provide valuable consultancy services to clients, ensuring that project objectives align with established project plans.
- You will identify and promptly escalate any identified risks and issues to the Project Manager for appropriate action.
Key Responsibilities:
- Client Relationship Management: Develop and maintain strong relationships with clients and internal stakeholders to ensure seamless implementation processes.
- Solution Customization: Collaborate with Clearwater teams to assess client requirements and customize solutions that meet their needs.
- Training and Onboarding: Conduct training sessions to educate clients on how to effectively use our platform.
- Communication and Issue Resolution: Effectively communicate project status, issues, and risks to all relevant parties and proactively troubleshoot and resolve customer issues.
- Consultancy Services: Provide valuable consultancy services to clients to ensure project objectives align with established project plans.
Requirements:
- Bachelor's degree in a related field.
- Strong knowledge of accounting and understanding of basic rules of accounting.
- Beginner technical skills in Excel (basic formulas and formatting).
- Beginner technical skills and understanding of SQL and relational database concepts (math and logic) - preferred.
- 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.
Salary: $80,000 - $100,000 per year, depending on experience.
About Us: Clearwater Analytics is a leading provider of cloud-based investment management and accounting solutions for institutional investors and corporate treasurers. Our platform helps clients make informed investment decisions and optimize their portfolios.
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