Implementation Analyst
Core
Aiding the onboarding process for new clients onto a SaaS platform and service model, customizing solutions for accounting, compliance, performance measurement, risk analysis, and reporting.
Role type
Implementation Analyst
Builds
Client onboarding and customized SaaS platform solutions
Domain
Financial services / Accounting / Compliance
Deliverable
client delivery
Required skills
Accounting knowledge, Excel (formulas/formatting), SQL (relational database concepts), Microsoft Office Suite, problem-solving, analytical skills
Preferred skills
Securities/financial markets knowledge (derivatives, alternatives, structured products, fixed income), SQL proficiency
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 risks to Project Manager
Seniority
Entry-level, hands-on IC
