Strategizes with product management and development teams to enhance the client onboarding ... Advanced Skills in Project management tools (Clarizen, Salesforce, JIRA), and Clearwater tools ...
Strategizes with product management and development teams to enhance the client onboarding ... Advanced Skills in Project management tools (Clarizen, Salesforce, JIRA), and Clearwater tools ...
Strategizes with product management and development teams to enhance the client onboarding ... Advanced Skills in Project management tools (Clarizen, Salesforce, JIRA), and Clearwater tools ...
Strategizes with product management and development teams to enhance the client onboarding ... Advanced Skills in Project management tools (Clarizen, Salesforce, JIRA), and Clearwater tools ...
Develop and implement project policies and procedures, establish project controls systems, and ... the client's satisfaction and that projects are following internal QA/QC guidelines. * Report ...
Develop and implement project policies and procedures, establish project controls systems, and ... the client's satisfaction and that projects are following internal QA/QC guidelines. * Report ...
Project Manager 1
Boise, ID · On-site
$35.23 - $39.67/hr
... meet client expectations. This role involves coordinating with team members, tracking project ... Develop and implement project plans and creative briefs. * Coordinate with clients to understand ...
Quick apply
Project Manager 1
Boise, ID · On-site
$35.23 - $39.67/hr
... meet client expectations. This role involves coordinating with team members, tracking project ... Develop and implement project plans and creative briefs. * Coordinate with clients to understand ...
Substation Project Manager
Boise, ID · On-site
Develop and implement project policies and procedures, establish project controls systems, and ... the client's satisfaction and that projects are following internal QA/QC guidelines. * Report ...
Substation Project Manager
Boise, ID · On-site
Develop and implement project policies and procedures, establish project controls systems, and ... the client's satisfaction and that projects are following internal QA/QC guidelines. * Report ...
... client advocate and a confident advisor to clients. Required skills: * Beginner skills in project ... Project management & Leadership skills. * Strong computer skills, including proficiency in ...
... client advocate and a confident advisor to clients. Required skills: * Beginner skills in project ... Project management & Leadership skills. * Strong computer skills, including proficiency in ...
... client advocate and a confident advisor to clients. Required skills: * Beginner skills in project ... Project management & Leadership skills. * Strong computer skills, including proficiency in ...
... client advocate and a confident advisor to clients. Required skills: * Beginner skills in project ... Project management & Leadership skills. * Strong computer skills, including proficiency in ...
PROJECT MANAGER 2
Boise, ID · On-site
$39.67 - $41/hr
Project Manager 2 - COPS, DJC State of Idaho Opportunity Idaho Department of Juvenile Corrections ... Project Development, Implementation, and Consultation * Takes accountability for plans and the ...
New
PROJECT MANAGER 2
Boise, ID · On-site
$39.67 - $41/hr
Project Manager 2 - COPS, DJC State of Idaho Opportunity Idaho Department of Juvenile Corrections ... Project Development, Implementation, and Consultation * Takes accountability for plans and the ...
New
Implementation Associate
$54K - $70K/yr
... project status, issues, and risks in an effective and transparent manner. * Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase. * Manages client and ...
Implementation Associate
$54K - $70K/yr
... project status, issues, and risks in an effective and transparent manner. * Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase. * Manages client and ...
Implementation Associate
Boise, ID · On-site
$54K - $70K/yr
... project status, issues, and risks in an effective and transparent manner. * Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase. * Manages client and ...
Implementation Associate
Boise, ID · On-site
$54K - $70K/yr
... project status, issues, and risks in an effective and transparent manner. * Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase. * Manages client and ...
Project Manager 1 - BH
Boise, ID · On-site
$35.42 - $36.54/hr
The Project Manager 1 supports the implementation of strategic initiatives and projects within the Division by coordinating project activities, monitoring progress, facilitating stakeholder ...
New
Project Manager 1 - BH
Boise, ID · On-site
$35.42 - $36.54/hr
The Project Manager 1 supports the implementation of strategic initiatives and projects within the Division by coordinating project activities, monitoring progress, facilitating stakeholder ...
New
Project Manager
Boise, ID · On-site
... codes, client specifications, and architectural design requirements. The Project Manager is ... and implementation strategies to support successful project execution throughout the project ...
Project Manager
Boise, ID · On-site
... codes, client specifications, and architectural design requirements. The Project Manager is ... and implementation strategies to support successful project execution throughout the project ...
Senior Project Manager, Project Controls Specialist
Boise, ID · On-site
$134K - $202K/yr
We are strategizing, planning, and implementing projects that help clients achieve their ... We innovate at the intersection of community, creativity, and client relationships to advance ...
Senior Project Manager, Project Controls Specialist
Boise, ID · On-site
$134K - $202K/yr
We are strategizing, planning, and implementing projects that help clients achieve their ... We innovate at the intersection of community, creativity, and client relationships to advance ...
Project Manager
Boise, ID · On-site
Key ResponsibilitiesProject Leadership & Client Management * Serve as the primary project lead and ... process gaps, and implementing practical improvements across project delivery. Reporting ...
Quick apply
Project Manager
Boise, ID · On-site
Key ResponsibilitiesProject Leadership & Client Management * Serve as the primary project lead and ... process gaps, and implementing practical improvements across project delivery. Reporting ...
The Project Manager leads MICU's semiconductor construction project team and serves as the primary ... This role owns overall project execution, client communication, schedule, cost, risk, safety ...
Quick apply
The Project Manager leads MICU's semiconductor construction project team and serves as the primary ... This role owns overall project execution, client communication, schedule, cost, risk, safety ...
Municipal Project Manager
Sandpoint, ID · On-site
$108K - $175K/yr
Century West Engineering is seeking a Project Manager with municipal business development, design ... Implement successful client capture strategies including client outreach and proposal writing
Quick apply
Municipal Project Manager
Sandpoint, ID · On-site
$108K - $175K/yr
Century West Engineering is seeking a Project Manager with municipal business development, design ... Implement successful client capture strategies including client outreach and proposal writing
Project Manager
Boise, ID · On-site
$90K - $120K/yr
About Your Role The Project Manager is responsible for providing technical oversight with client ... Monitor project progress, identify risks, and implement mitigation strategies. * Manage project ...
Project Manager
Boise, ID · On-site
$90K - $120K/yr
About Your Role The Project Manager is responsible for providing technical oversight with client ... Monitor project progress, identify risks, and implement mitigation strategies. * Manage project ...
Municipal Project Manager
Coeur D Alene, ID · On-site
$108K - $175K/yr
Century West Engineering is seeking a Project Manager with municipal business development, design ... Implement successful client capture strategies including client outreach and proposal writing
Quick apply
Municipal Project Manager
Coeur D Alene, ID · On-site
$108K - $175K/yr
Century West Engineering is seeking a Project Manager with municipal business development, design ... Implement successful client capture strategies including client outreach and proposal writing
Implementation Analyst
Boise, ID · On-site
... project status, issues, and risks in an effective and transparent manner. * Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase. * Manages client and ...
Implementation Analyst
Boise, ID · On-site
... project status, issues, and risks in an effective and transparent manner. * Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase. * Manages client and ...
Implementation Analyst
Boise, ID · Remote
... project status, issues, and risks in an effective and transparent manner. * Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase. * Manages client and ...
Implementation Analyst
Boise, ID · Remote
... project status, issues, and risks in an effective and transparent manner. * Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase. * Manages client and ...
Client Implementation Project Manager information
What are the key skills and qualifications needed to thrive as a Client Implementation Project Manager, and why are they important?
What is a Client Implementation Project Manager?
What is the difference between Client Implementation Project Manager vs Customer Success Manager?
| Aspect | Client Implementation Project Manager | Customer Success Manager |
|---|---|---|
| Primary Focus | Implementing products/services for clients, ensuring project delivery | Maintaining client relationships, ensuring ongoing satisfaction |
| Work Environment | Project-based, cross-functional teams, deadlines-driven | Relationship management, account growth, support |
| Required Skills | Project management, technical knowledge, communication | Customer service, communication, problem-solving |
The Client Implementation Project Manager primarily focuses on executing and delivering projects to clients, ensuring timely and successful implementation. In contrast, the Customer Success Manager concentrates on building long-term relationships, ensuring client satisfaction, and fostering account growth. While both roles require strong communication skills, the implementation manager is more project-oriented, whereas the success manager emphasizes ongoing client engagement.
What are some common challenges faced by Client Implementation Project Managers during the onboarding process?
Job description
Job Summary:
The Global Delivery division is responsible for onboarding all new clients onto Clearwater's SaaS platform. An SME works on a variety of client implementations to provide deep domain expertise including Solvency II reporting or Derivatives & Alternatives asset classes. They are an integral part of a collaborative division spanning analysts, team leads and program managers. Collaborating with development teams, they strategize and enhance our product offering, streamline the client onboarding experience, and expediate delivery timeframes through scalable processes.
Responsibilities:
A leader in implementing Clearwater Way methodologies for client implementation and onboarding, including aligning with Clearwater's Client Engagement Model.
Proactively identifies opportunities for improvement and takes the lead in developing solutions within their role or team.
Provides guidance to peers on industry knowledge, although Clearwater-specific assumptions and functionality are still being developed. Not yet at a level to serve as a confident client advisor.
Applies Clearwater's core value proposition (aggregate, reconcile, report) in a general context and is developing expertise in at least one specific market/regulatory regime (e.g., IM, US insurance, Solvency II, Local GAAP, Canadian insurance).
Demonstrates confidence in handling financial accounting and Investment statements, utilizing dashboards, report manager, formulas, advanced grouping, and filtering.
An expert in Clearwater's core offering of Accounting, Compliance, Risk, and Performance reports, with a robust repertoire of user stories used as best practice.
Effectively communicates and collaborates with a global team to resolve problems and address client inquiries accurately and efficiently.
Shares knowledge by designing and implementing training materials and Standard Operating Procedures (SOPs), while also influencing thought leadership and contributing to whitepapers.
Serves as a trusted client advocate and a confident client advisor.
Has the ability to influence project stakeholders by providing clear solutions for their requirements.
Strategizes with product management and development teams to enhance the client onboarding experience, reduce delivery timeframes, and establish repeatable, scalable processes.
Required skills:
Advanced Skills in Project management tools (Clarizen, Salesforce, JIRA), and Clearwater tools/skills associated with area of expertise (e.g., asset classes, accounting).
Advanced Knowledge of investment accounting policies and procedures.
Advanced knowledge Equities, Fixed Income, and structured products.
Proven history of proficient Excel use.
Dynamic problem-solving skills, and an innate sense of curiosity.
Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income.
Advanced Experience with General Ledger systems (e.g., Workday, Peoplesoft) and period-end close processes.
Advanced Project management & Leadership skills.
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:
Bachelors/Masters course in Finance or Accounting or related field.
7+ years of relevant experience in related field.
About Clearwater Analytics
Sourced by ZipRecruiter
Industry
Software development
Company size
1,001 - 5,000 Employees
Headquarters location
Boise, ID, US
Year founded
2004