Implementation Analyst

Implementation Analysts aid in the onboarding process for new clients onto the company's SaaS platform, collaborating with clients and various teams to assess requirements and customize solutions.

Requirements

• Manage client relationships and internal stakeholders
• Facilitate client onboarding
• Conduct training sessions
• Communicate project status and issues
• Troubleshoot and resolve customer issues
• Provide consultancy services
• Identify and escalate risks and issues

Benefits

• Business casual atmosphere
• Flexible working environment
• Team focused culture
• Cutting edge investment reporting technology
• Defined and undefined career pathways
• Competitive medical, dental, vision, and life insurance benefits
• Maternity and paternity leave
• Personal Time Off and Volunteer Time Off
• RSUs
• Employee stock purchase plan
• 401k with match
• Work from anywhere 3 weeks out of the year
• Work from home Fridays