Implementation Analyst
Core
Aiding the onboarding process for new clients onto the company's SaaS platform and service model, customizing solutions for accounting, compliance, and reporting.
Role type
Implementation Analyst
Builds
Customized SaaS platform solutions for client onboarding
Domain
Financial services / Accounting / Compliance
Deliverable
client delivery
Required skills
Accounting knowledge, Excel proficiency, SQL understanding, Microsoft Office Suite proficiency, problem-solving, analytical skills
Preferred skills
Securities/financial markets knowledge (derivatives, fixed income), advanced SQL skills
Technologies
SQL, Microsoft Office Suite, Excel
Responsibilities
Manage client and internal stakeholder relationships, facilitate client onboarding, conduct training sessions, communicate project status and risks, troubleshoot customer issues, provide consultancy services, escalate identified risks
Seniority
Entry-level IC