Implementation Associate
Core
Aiding the onboarding process for new clients onto the company's SaaS platform and service model, customizing solutions for accounting, compliance, and risk analysis.
Role type
Implementation Associate (SaaS onboarding)
Builds
Customized SaaS platform solutions for client onboarding
Domain
Financial services / SaaS implementation
Required skills
TVOM, duration, yield, returns, risk exposures, Excel, investment accounting policies, securities/financial markets experience, derivatives, alternatives, structured products, fixed income, SQL querying
Preferred skills
Project management, Microsoft Office, attention to detail, documentation, problem-solving
Technologies
Clearwater platform, Excel, SQL
Responsibilities
Lead client onboarding onto the platform, conduct comprehensive training sessions, troubleshoot and resolve customer issues, manage client and internal stakeholder relationships, escalate risks and issues to the Project Manager, provide consultancy services to align client goals with project plans
Seniority
Mid-level, hands-on IC