Lead Implementation Associate manages onboarding of new clients to a SaaS platform, leads implementation workstreams, provides training, troubleshoots issues, communicates status and risks, documents processes, and drives continuous improvement while collaborating with clients and internal stakeholders.
Job Summary
Implementation Associates support the onboarding of new clients onto Clearwater's SaaS platform and service model. They work alongside clients and cross-functional Clearwater teams to gather requirements and help configure solutions that support each client's investment performance measurement, risk analysis, compliance monitoring, and reporting needs.
Responsibilities
- Communicate Clearwater's core value proposition clearly to clients throughout the implementation process
- Follow Clearwater Way methodologies to guide clients through implementation and onboarding
- Support client training on Clearwater's platform
- Contribute to a project workstream, keeping stakeholders informed of status, issues, and risks
- Troubleshoot and resolve client issues that arise during implementation
- Build strong working relationships with client and internal stakeholders throughout the engagement
- Support project objectives by keeping day-to-day work aligned with the project plan
- Identify and escalate risks or issues to the Project Manager promptly
- Apply sound judgment to work through implementation challenges as they arise
- Respond to routine inquiries — written and verbal — accurately and on time
- Share knowledge and best practices with teammates as experience grows
- Document and suggest internal process and product improvements
- Bring forward ideas for improvement within the team
Required Skills
- General knowledge of investments and financial markets; exposure to investment accounting concepts a plus
- Understanding of TVOM, duration, yield, returns, and risk exposures
- Understanding of vanilla fixed income and equity investments
- Exposure to derivatives, alternatives, structured products, and/or fixed income a plus
- Strong computer skills, including proficiency in Microsoft Office
- Excellent attention to detail and documentation skills
- Strong verbal and written communication skills
- Strong organizational, interpersonal, and analytical problem-solving skills
Education and Experience
- Bachelor's degree in a related field
- 1–8 years of relevant experience
Clearwater Analytics (CWAN) New York, New York, USA Office
1 Rockefeller Plaza Floor 27, New York, NY, United States, 10020
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