Implementations Project Manager

The Implementations Project Manager has a diverse range of responsibilities within our Global Delivery (Implementations) team, 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.
• Experience implementing large scale programs.
• 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, or investment operations knowledge is highly desirable.
• Exposure to investment accounting, reporting and analytics software solutions, desirable.
• Experience delivering projects or workstreams for external clients.
• 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 degree in relevant field.
• 4+ years’ total experience, including 2+ years experience in project management, or within project management workstream.
• Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
• Securities or financial markets experience.
• Proven experience implementing software solutions in Asset Management and/or Insurance space.

About Clearwater Analytics (NYSE:CWAN): Clearwater Analytics is a global industry-leading SaaS solution which automates the entire investment lifecycle. With a single instance, multi-tenant architecture, Clearwater offers award-winning investment portfolio performance reporting, data aggregation, reconciliation, compliance, risk, and order management. Each day, leading insurers, asset managers, corporations, and governments use Clearwater’s trusted data to drive efficient, scalable investing.