Job Summary:
Lead Implementation Associates are responsible for aiding the onboarding process for new clients onto the company's SaaS platform and service model. They collaborate with both clients and various Clearwater teams to assess requirements and customize solutions. These solutions are tailored to fulfill the client's accounting, compliance monitoring, performance measurement, risk analysis, and reporting necessities.
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.
Required Skills:
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 Knowledge of investment accounting policies and procedures preferred.
Advanced Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred.
Advanced Experience with relational database principles and SQL querying.
Project management skills preferred.
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.
Education and Experience:
Bachelor's / Master's degree in related field.
3+ years of relevant experience.
