Implementations Project Manager

2 hours ago

Boise, Idaho, United States Clearwater Analytics (CWAN) Full time

Job Summary:
The Implementations Project Manager has a diverse range of responsibilities, including defining project scope, creating detailed implementation plans with internal, client, and third-party resources, and ensuring successful, on-time project completion. They provide regular status updates through reports and meetings, lead high-level steering committee meetings, and act as a trusted client relationship manager.

Additionally, they manage implementation budgets, actively seek opportunities for service improvements, and oversee the transition from Sales to Global Delivery before a project begins and from Global Delivery to Client Services after implementation.

Responsibilities:

  • Create and manage detailed project plans for the assigned portfolio.
  • Manage and coordinate internal CW, client, and third-party resources for project workstreams.
  • Generate weekly status reports and hold weekly status meetings with clients and the project team.
  • Lead steering committee meetings with C-level client decision makers and Clearwater senior management.
  • Handle project commercials, including revenue recognition forecasts and unbilled bookings.
  • Manage and report on resource allocation for the assigned portfolio.
  • Take responsibility for project metrics such as utilization, go-live adherence, and project billing.
  • Serve as a trusted client relationship manager, ensuring timely and accurate responses to client inquiries.
  • Facilitate a successful transition to the steady-state servicing team.
  • Demonstrate the ability to oversee multiple simultaneous implementations with minimal oversight.

Required Skills:

  • Intermediate Technical skills in JIRA, Excel, Clarizen and Salesforce.
  • Implementing large scale programs (multi-location settings a plus).
  • Project manage in a matrix reporting environment.
  • Track record of delivering projects on time and in budget.
  • Ability to seek out, recommend and implement continuous service improvements within the project timeline (and future projects).
  • Investment accounting and reporting knowledge.
  • Client facing work around Change or Change Delivery preferred.
  • Exposure to investment accounting, reporting and analytics software solutions.
  • Proven track record of delivering projects or workstreams for external clients.
  • Expert Technical skills in project management tools.
  • Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions.
  • Background in Investment Accounting either on the job or via a qualification such as ACCA will be considered as an added advantage. 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.

Education and Experience:

  • Bachelor's & master's in finance or accounting.
  • 5+ years' relevant experience as Program Manager/Senior Analyst/Workstream Lead/Team Lead.
  • Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
  • Consulting experience.
  • Securities or financial markets experience.
  • Proven experience implementing software solutions in Asset Management and/or Insurance space.

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