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- Tasks: Lead client onboarding for our innovative SaaS platform and tailor solutions to meet their needs.
- Company: Join Clearwater, a leader in financial technology, transforming how clients manage investments.
- Benefits: Enjoy flexible work options, professional development opportunities, and a vibrant company culture.
- Why this job: Be part of a dynamic team making a real impact in the finance world while developing your skills.
- Qualifications: Bachelor's/Master's degree and 3+ years of relevant experience required; strong analytical and communication skills essential.
- Other info: Opportunity to lead projects and drive continuous improvement within a supportive team environment.
The predicted salary is between 36000 - 60000 £ per year.
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 fulfil 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.
Lead Implementation Associate employer: Clearwater Analytics
Contact Detail:
Clearwater Analytics Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Lead Implementation Associate
✨Tip Number 1
Familiarise yourself with Clearwater's core value proposition and the specific SaaS platform they offer. Understanding how their solutions meet client needs will help you communicate effectively during interviews and demonstrate your alignment with their mission.
✨Tip Number 2
Brush up on your knowledge of investment accounting principles and practices, especially non-GAAP accounting bases like IFRS or STAT. Being able to discuss these topics confidently will show your expertise and readiness for the role.
✨Tip Number 3
Highlight any experience you have in project management or leading workstreams. Be prepared to share examples of how you've successfully managed projects or teams in the past, as this is a key aspect of the Lead Implementation Associate role.
✨Tip Number 4
Prepare to discuss your problem-solving abilities and analytical skills. Think of specific instances where you've tackled complex issues, as this will demonstrate your capability to handle the challenges that may arise during client implementations.
We think you need these skills to ace Lead Implementation Associate
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and skills required for the Lead Implementation Associate position. Tailor your application to highlight your relevant experience in onboarding clients and working with SaaS platforms.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience with investment accounting principles, project management, and client relationship management. Use specific examples that demonstrate your ability to lead implementation projects and resolve customer issues.
Showcase Communication Skills: Since the role requires excellent verbal and written communication skills, ensure your application reflects this. Write clearly and concisely, and consider including examples of how you've effectively communicated project statuses or trained clients in the past.
Tailor Your Cover Letter: Craft a personalised cover letter that addresses Clearwater's core value proposition and how your skills align with their needs. Mention your understanding of their methodologies and how you can contribute to their continuous improvement efforts.
How to prepare for a job interview at Clearwater Analytics
✨Understand Clearwater's Value Proposition
Before the interview, make sure you have a solid grasp of Clearwater's core value proposition. Be prepared to discuss how this aligns with the needs of potential clients and how you can effectively communicate this value during the onboarding process.
✨Demonstrate Your Leadership Skills
As a Lead Implementation Associate, you'll need to showcase your leadership abilities. Prepare examples from your past experiences where you've successfully led projects or workstreams, highlighting your ability to manage relationships with both clients and internal stakeholders.
✨Showcase Your Problem-Solving Abilities
Be ready to discuss specific instances where you've encountered challenges during implementation processes and how you resolved them. This will demonstrate your exceptional problem-solving skills and your ability to think creatively under pressure.
✨Highlight Your Technical Proficiency
Since the role requires advanced knowledge of investment accounting principles and SQL querying, be prepared to discuss your technical skills in detail. Bring examples of how you've applied these skills in previous roles, especially in relation to SaaS platforms.
