Job Summary:
Clearwater Analytics is seeking a Sr. Program Manager responsible for managing project scope and implementation plans. The role involves coordinating resources, generating status reports, and ensuring successful transitions and client relationships throughout the implementation process.
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 Expert Technical skills in JIRA, Excel, Clarizen and Salesforce. Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise.
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).
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.