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Lead Implementation Associate(m/w/x)
Client onboarding and solution customization on a SaaS platform for financial compliance and risk analysis. Master's degree and investment accounting or financial markets knowledge required. Project-based client engagements.
Requirements
- Master's degree in related field
- Knowledge of investment accounting policies and reporting, or middle-back office operations
- Knowledge of securities or financial markets, especially involving derivatives, alternatives, structured products, and/or fixed income
- Good skills in Excel
- 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
- Fluency in German and English
Tasks
- Aid in onboarding new clients onto the platform
- Collaborate with clients and teams to assess requirements
- Customize solutions for accounting and compliance needs
- Conduct comprehensive training sessions for clients
- Communicate project status, issues, and risks transparently
- Troubleshoot and resolve customer issues during implementation
- Manage relationships with clients and internal stakeholders
- Provide consultancy services to align client goals with project plans
- Identify and escalate risks and issues to the Project Manager
- Apply best practices in decision-making for task completion
- Deliver accurate and timely responses to inquiries
Work Experience
- approx. 4 - 6 years
Education
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Tools & Technologies
- Excel
- Microsoft Office
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Lead Implementation Associate(m/w/x)
Client onboarding and solution customization on a SaaS platform for financial compliance and risk analysis. Master's degree and investment accounting or financial markets knowledge required. Project-based client engagements.
Requirements
- Master's degree in related field
- Knowledge of investment accounting policies and reporting, or middle-back office operations
- Knowledge of securities or financial markets, especially involving derivatives, alternatives, structured products, and/or fixed income
- Good skills in Excel
- 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
- Fluency in German and English
Tasks
- Aid in onboarding new clients onto the platform
- Collaborate with clients and teams to assess requirements
- Customize solutions for accounting and compliance needs
- Conduct comprehensive training sessions for clients
- Communicate project status, issues, and risks transparently
- Troubleshoot and resolve customer issues during implementation
- Manage relationships with clients and internal stakeholders
- Provide consultancy services to align client goals with project plans
- Identify and escalate risks and issues to the Project Manager
- Apply best practices in decision-making for task completion
- Deliver accurate and timely responses to inquiries
Work Experience
- approx. 4 - 6 years
Education
- Master's degree
Languages
- German – Business Fluent
- English – Business Fluent
Tools & Technologies
- Excel
- Microsoft Office
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Clearwater Analytics GmbH
Industry
IT
Description
The company provides a SaaS platform for accounting, compliance monitoring, and risk analysis solutions.
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