Clearwater Analytics (CWAN) · 4 weeks ago
Lead Implementation Associate
Boise Office
Full-time
Onsite
Mid, Senior Level
3+ years expClearwater Analytics is a company that specializes in providing SaaS solutions for investment accounting and performance measurement. The Lead Implementation Associate is responsible for aiding the onboarding process for new clients, collaborating with clients and internal teams to customize solutions that meet various accounting and compliance needs.
AccountingAnalyticsData IntegrationInsurTech
Responsibilities
Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to Clearwater clients
Proficiently follows Clearwater Way methodologies for client implementation and onboarding, ensuring alignment and support
Provides comprehensive training to Clearwater's clients on Clearwater's Platform
Effectively communicates project status, issues, and risks to all relevant stakeholders
Independently leads a project workstream with competence
Skillfully troubleshoots and resolves customer issues during the implementation process
Manages client and internal stakeholder relationships, including senior-level management, throughout the implementation process
Delivers exceptional consultancy services, ensuring that project objectives align with project plans
Identifies and promptly escalates risks and issues to the Project Manager and Senior Stakeholders for appropriate action
Applies acquired skills and decision-making best practices to successfully complete various tasks
Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts
Has the ability to provide internal training to colleagues, sharing expertise effectively within the team
Proficiently documents and suggests internal process improvements and product enhancements
A seasoned professional with a comprehensive understanding of their specialization, adept at resolving a wide range of issues using creative solutions
Identifies opportunities for improvement and takes the lead in implementing solutions within the team, contributing to continuous improvement efforts
Qualification
Required
Advanced knowledge of general investment accounting principles and practices. Beginning to understand nuances relating to at least one non-GAAP accounting basis (IFRS, STAT, TAX, etc.)
Leadership Skills to lead workstreams in implementation
Advanced understanding of TVOM, duration, yield, returns, and risk exposures
Advanced understanding of vanilla fixed income and equity investments
Advanced Experience with relational database principles and SQL querying
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
Strong Analytical skills, being able to solve complex math problems
Bachelor's / Master's degree in related field
3+ years of relevant experience
Preferred
Advanced Knowledge of investment accounting policies and procedures
Advanced Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income
Project management skills
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
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