At a Glance
- Tasks: Lead diverse projects, manage resources, and ensure timely delivery for clients.
- Company: Join Clearwater Analytics, a top SaaS provider revolutionising investment management.
- Benefits: Enjoy flexible work options, competitive pay, and opportunities for professional growth.
- Why this job: Be part of a dynamic team making a real impact in the financial services industry.
- Qualifications: Bachelor’s degree and 4+ years in project management, preferably in financial services.
- Other info: Experience with JIRA, Excel, and Salesforce is a plus!
The predicted salary is between 36000 - 60000 £ per year.
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.
Implementations Project Manager employer: Clearwater Analytics
Contact Detail:
Clearwater Analytics Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Implementations Project Manager
✨Tip Number 1
Familiarise yourself with the tools mentioned in the job description, like JIRA, Excel, Clarizen, and Salesforce. Having hands-on experience or even completing online tutorials can give you a significant edge during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience in project management. Attend industry events or join relevant online forums to build connections that could lead to valuable insights or referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed projects in the past. Highlight your ability to deliver on time and within budget, as well as any service improvements you've implemented.
✨Tip Number 4
Research Clearwater Analytics thoroughly. Understanding their products and services will not only help you tailor your responses but also demonstrate your genuine interest in the company during interviews.
We think you need these skills to ace Implementations Project Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in project management, particularly in financial services or software implementations. Use specific examples that demonstrate your ability to manage budgets, coordinate resources, and deliver projects on time.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Implementations Project Manager role at Clearwater Analytics. Discuss how your skills in JIRA, Excel, and Salesforce align with the job requirements, and provide examples of past successes in similar roles.
Highlight Communication Skills: Since the role requires outstanding verbal and written communication skills, ensure you showcase these in your application. Mention any experience leading meetings or managing client relationships, and provide examples of how you've effectively communicated project updates.
Showcase Problem-Solving Abilities: Demonstrate your exceptional problem-solving skills by including specific instances where you've successfully navigated challenges in project management. This could involve overcoming budget constraints or implementing service improvements during a project.
How to prepare for a job interview at Clearwater Analytics
✨Know Your Project Management Tools
Familiarise yourself with JIRA, Excel, Clarizen, and Salesforce. Be prepared to discuss how you've used these tools in past projects, as they are crucial for managing project plans and resources effectively.
✨Demonstrate Your Client Relationship Skills
Since the role involves acting as a trusted client relationship manager, think of examples where you've successfully managed client expectations and communications. Highlight your ability to respond promptly and accurately to client inquiries.
✨Prepare for Steering Committee Discussions
You may need to lead high-level meetings with C-level decision makers. Practice articulating project updates and metrics clearly and confidently, as well as addressing any potential concerns they might have.
✨Showcase Your Problem-Solving Abilities
Be ready to discuss specific challenges you've faced in previous projects and how you overcame them. This will demonstrate your exceptional problem-solving skills, which are essential for managing multiple implementations.