Job Summary:
Clearwater Analytics is a company serving the investment management industry, and they are seeking a Product Operations Manager. This strategic role involves driving product-led growth and managing the product operating system while collaborating with various teams to ensure successful product delivery and client satisfaction.
Responsibilities:
โข Identifies and finalizes project/implementation scope.
โข Develops detailed implementation plans including internal, client and third-party resourcing.
โข Manages and coordinates with internal, client and third-party resources to ensure a successful, on time and with quality implementation per plan.
โข Generates weekly status reports, holds weekly status meetings with client and project team.
โข Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management.
โข Manage and report on budget for implementation.
โข Seek out, recommend, and implement continuous service improvements.
โข Serves 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.
โข Be the bridge between various business stakeholders including Client Servicing team, Sales team, and Development team.
โข Ability to run multiple simultaneous implementations with minimal oversight.
Qualifications:
Required:
โข 7โ10 years of progressive experience in Product Operations, Product Management, or a closely related operational role within a B2B technology or SaaS company.
โข Demonstrated experience in investment management technology or financial services platforms serving Insurance, Asset Management, Hedge Fund, or Asset Owner clients.
โข Proven track record of building or scaling product operations functions โ not just inheriting them โ with experience supporting a product-led transition.
โข Strong understanding of AI and machine learning concepts, with hands-on experience evaluating or operationalizing AI capabilities within a product organization.
โข Strong analytical mindset โ comfortable owning KPI frameworks, building dashboards, and turning raw data into actionable insights.
โข Exceptional ability to influence without authority; high emotional intelligence and credibility with senior peers.
โข Outstanding communication skills โ written, verbal, and visual โ able to translate operational complexity into clear narratives for executives.
โข Expert Technical skills in JIRA, Excel, Clarizen and Salesforce.
โข Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
โข Project manage in a matrix reporting environment.
โข Investment accounting and reporting knowledge.
โข Familiarity with Software-as-a-Service (SaaS) platforms and delivery model.
โข Strong computer skills, including proficiency in Microsoft Office.
โข Excellent attention to detail and strong documentation skills.
โข Outstanding verbal and written communication skills.
โข Strong organizational and interpersonal skills.
โข Exceptional problem-solving abilities.
โข Bachelorโs and/or master's in finance or accounting.
โข 7+ years of relevant project management and implementation experience working with external clients.
โข Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space.
โข Consulting experience.
โข Securities or financial markets experience.
โข Experience of managing a team essential (7-15 people).
Preferred:
โข Familiarity with PLG frameworks (product-qualified leads, usage-based pricing, trial-to-paid funnels) in an enterprise context.
โข Experience with tools such as Aha, Jira, Pendo.
โข Experience with AI/ML platforms or tooling (e.g., OpenAI, AWS Bedrock, Databricks, Vertex AI) and familiarity with how AI is transforming financial services products.
โข Working knowledge of Agile, Dual-Track, or JTBD methodologies.
โข MBA or equivalent advanced degree, or commensurately deep operational experience.
Company:
Clearwater Analytics is a SaaS company, providing automated investment accounting, performance, and analytics for institutional investors. Founded in 2004, the company is headquartered in Boise, USA, with a team of 1001-5000 employees. The company is currently Late Stage.