Implementation Analyst
Clearwateranalytics Open · verified Sep 23, 2026 At a glance
Mid-level Solutions & Sales Engineering role at Clearwateranalytics. full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Guide new clients through platform onboarding and tailor solutions to their accounting, compliance, performance, risk, and reporting needs
- Coordinate clients and Clearwater teams throughout implementation, keeping relationships and project work moving
- Train clients to use the Clearwater platform effectively during onboarding
- Share project progress, problems, and risks, then escalate issues to the Project Manager when needed
- Troubleshoot implementation issues and advise clients while keeping delivery aligned with project plans
What you bring
- A bachelor's degree in business administration or a related discipline
- Strong accounting knowledge, including the ability to apply basic accounting rules
- Basic Excel ability plus working knowledge of SQL and relational database concepts preferred
- Familiarity with securities or financial markets, including derivatives, alternatives, structured products, or fixed income preferred
- Strong communication, documentation, organization, analytical reasoning, and problem-solving skills
Who this fits
You’ll suit a client-facing implementation role that combines onboarding, training, troubleshooting, consultancy, and detailed project communication. The work calls for accounting fluency, comfort with complex math and analytical problem-solving, and the ability to learn independently. The stated arrangement includes working from home on Fridays and working from anywhere for three weeks each year.
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:
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
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