Senior Program Manager

19 hours ago


Boise, Idaho, United States Clearwater Analytics Full time
Job Opportunity:

We are seeking a skilled and motivated individual to join our team at Clearwater Analytics as a Senior Program Manager. This exciting opportunity will allow you to foster continuous process improvement, work cross-functionally to ensure proper recordkeeping, and act as a project owner for routine and fine-tuned reporting.

Key Responsibilities:
  • Develop and finalize project/implementation scope.
  • Create detailed implementation plans, including internal, client, and third-party resourcing.
  • Manage and coordinate with internal, client, and third-party resources to ensure successful, on-time, and quality implementation per plan.
  • Generate weekly status reports and hold weekly status meetings with client and project team.
  • Schedule and lead steering committee meetings with C-level client decision makers and Clearwater senior management.
  • Manage and report on budget for implementation.
  • Seek out, recommend, and implement continuous service improvements.
  • Serve as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team.
  • Act as a bridge between various business stakeholders, including our Client Servicing team, Sales team, and Development team.
  • Ability to run multiple simultaneous implementations with minimal oversight.
  • Explore, trial, and provide trusted recommendations for the use of tools and technologies as use cases arise.
Required Skills:
  • Expert technical skills in JIRA, Excel, Clarizen, and Salesforce.
  • Financial services experience (Investment, Banking, Insurance, FinTech, etc).
  • Project management experience in a matrix reporting environment.
  • Investment accounting and reporting knowledge.
  • Familiarity with Software-as-a-Service (SaaS) platforms and delivery models.
  • Strong computer skills, including proficiency in Microsoft Office.
  • Advanced and demonstrated use of Excel.
  • Excellent attention to detail and strong documentation skills.
  • Outstanding verbal and written communication skills.
  • Strong organizational and interpersonal skills.
  • Exceptional problem-solving abilities.
Education and Experience:
  • Bachelor's degree in finance or accounting.
  • 9+ years of relevant project management and implementation experience working with external clients.
  • Proven experience implementing software solutions within Asset Management, Market Data, and/or Insurance space.
  • Consulting experience.


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