Implementation Specialist
4 weeks ago
Job Summary:
Clearwater Analytics is seeking a skilled Implementation Specialist to join our team. As an Implementation Specialist, you will play a critical role in the onboarding process for new clients onto our SaaS platform and service model.
Responsibilities:
- Manage relationships with clients and internal stakeholders throughout the implementation process.
- Facilitate the onboarding of clients onto Clearwater's platform.
- Conduct training sessions to educate clients on how to effectively use the Clearwater platform.
- Effectively communicate project status, issues, and risks to all relevant parties.
- Proactively troubleshoot and resolve customer issues that may arise during the implementation phase.
- Provide valuable consultancy services to clients, ensuring that project objectives align with the established project plans.
- Identify and promptly escalate any identified risks and issues to the Project Manager for appropriate action.
- Demonstrate the ability to self-learn and reach 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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