Clearwater Analytics (CWAN) · 1 day ago
Implementation Analyst
Boise, ID
Full-time
Hybrid
Entry, Mid Level
2+ years expClearwater Analytics is a company specializing in SaaS solutions for investment reporting. The Implementation Analyst will aid in onboarding new clients, customizing solutions, and ensuring effective communication throughout the implementation process.
AccountingAnalyticsData IntegrationInsurTech
Responsibilities
Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to clients
Takes charge of the onboarding process for clients onto Clearwater's platform
Conducts comprehensive training sessions for Clearwater's clients, ensuring they become proficient in using the Clearwater platform
Communicates project status, issues, and risks in an effective and transparent manner
Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase
Manages client and internal stakeholder relationships adeptly throughout the entire implementation process
Provides valuable consultancy services to clients, ensuring that their goals align with the established project plans and objectives
Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action
Applies acquired skills, procedures, and best practices in decision-making to successfully complete various tasks
Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts
Qualification
Required
Understanding of TVOM, duration, yield, returns, and risk exposures
Intermediate Technical Skills in Excel (basic formulas and formatting)
Strong computer skills, including proficiency in Microsoft Office
Excellent attention to detail and strong documentation skills
Outstanding verbal and written communication skills
Strong organizational and interpersonal skills
Exceptional problem-solving abilities
Bachelor's degree in related field
2+ years of relevant experience
Experience with relational database principles and SQL querying
Preferred
Knowledge of investment accounting policies and procedures
Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income
Project management skills
Benefits
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
Company
Clearwater Analytics (CWAN)
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets.
1001-5000 employees
H1B Sponsorship
Clearwater Analytics (CWAN) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (18)
2024 (17)
2023 (15)
2022 (22)
2021 (11)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$1.97B2025-12-21Private Equity
2025-12-21Acquired
2025-05-12Post Ipo Equity· $261.81M
Leadership Team
Sandeep Sahai
CEO
James Cox
Chief Financial Officer
Recent News
Morningstar.com
2026-01-07
Company data provided by crunchbase