Implementation Analyst
Clearwateranalytics Open · verified Sep 23, 2026 At a glance
Mid-level Solutions & Sales Engineering role at Clearwateranalytics. Boise · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Guide new clients through onboarding onto the Clearwater platform and service model
- Work with clients and internal teams to shape solutions for accounting, compliance, performance, risk, and reporting needs
- Train clients to use the Clearwater platform effectively during implementation
- Keep stakeholders informed about project progress, problems, and risks
- Resolve implementation issues, advise clients, and escalate risks to the Project Manager
What you bring
- A bachelor's degree in a related field is required
- Strong accounting knowledge, including the ability to apply foundational accounting rules
- Basic Excel capability, strong Microsoft Office skills, and familiarity with SQL and relational databases preferred
- Clear written and verbal communication, careful documentation, organization, and strong interpersonal judgment
- Analytical problem-solving ability, including comfort working through complex math
Who this fits
You’ll suit a client-facing implementation role that combines onboarding, training, consulting, troubleshooting, and project communication. The work is based in Boise and calls for careful documentation, financial understanding, self-directed learning, and collaboration with clients and internal stakeholders.
From the employer
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.
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