Job Description
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 related field.
Skills Required
- Beginner Technical Skills in Excel
- Beginner Technical Skills and understanding of SQL and relational database concepts
- Strong knowledge of accounting principles
- Knowledge of securities or financial markets
- Strong computer skills including Microsoft Office Suite
- Excellent attention to detail
- Strong documentation skills
- Outstanding verbal and written communication skills
- Strong organizational and interpersonal skills
- Exceptional problem-solving abilities
- Strong analytical skills
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
- Retirement Support—A 401(k) plan with company match and immediate vesting is consistently included. This supports long‑term savings without waiting periods.
- Leave & Time Off Breadth—PTO and holidays are immediately eligible with flexible time off volunteer time off and parental leave available. Some roles also feature work‑from‑anywhere weeks and periodic remote flexibility.
- Equity Value & Accessibility—RSUs and an employee stock purchase plan are listed in many postings alongside core benefits. This provides additional ownership opportunities beyond salary and bonus.
Clearwater Analytics (CWAN) Insights
What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004 CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies asset managers and hedge funds to asset owners like corporations endowments and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow fueled by a strong foundation an ambitious vision and a commitment to delivering exceptional value to our clients partners and team members around the world. What started as a bold idea in Boise Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
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Date Posted
05/20/2026
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