Implementation Team Lead — Fintech Onboarding & Delivery

Clearwater Analytics; City of Edinburgh; Vor Ort; GBP 80.000 - 105.000; Vollzeit

Zusammenfassung

Clearwater Analytics seeks an Implementation Team Lead to guide a high-performing team supporting client onboarding for the firm’s SaaS platform. You will drive performance, identify learning opportunities, and act as an escalation point for critical inquiries.

You’ll lead from the front at the intersection of people leadership and delivery, shaping a culture of teamwork, accountability, and seamless handovers between Sales, Global Delivery, and steady-state Operations.

Qualifikationen

• 4+ years in finance/fintech or related field.
• 2+ years in a people manager or mentor role.
• Experience in project delivery with external clients.
• Ability to deliver KPIs weekly and monthly.
• Strong communication for internal and client audiences.
• Advanced Excel skills (VLOOKUP, Pivot Tables, VBA).
• Excellent attention to detail and documentation skills.
• Bachelor's degree in Accounting, Finance, Business, Mathematics or related.

Aufgaben

• Lead, mentor, train, and retain a team of Implementation specialists.
• Sponsor client onboardings and contribute hands-on delivery.
• Conduct regular 1-on-1s and performance reviews for growth.
• Identify improvements and drive solutions across the team.
• Apply Clearwater Way methodologies to client onboarding.
• Design and track metrics on projects, people, and processes.
• Lead SteerCos and client reviews; escalate issues as needed.
• Ensure smooth transition to steady-state client servicing.
• Manage both people and projects; balance development and delivery.
• Utilize Salesforce, Workday, and Power BI to monitor performance.

Kenntnisse

Finance industry experience

People management

Project delivery

KPIs

Communication

Excel skills

Attention to detail

Problem-solving

Ausbildung

Bachelor's degree in Accounting/Finance/Business/Mathematics/ Sciences

Tools

Excel (VLOOKUP, Pivot Tables, VBA)

Salesforce

Workday

Power BI

Jobbeschreibung

Clearwater Analytics seeks an Implementation Team Lead to guide a high-performing team supporting client onboarding for the firm’s SaaS platform. You will drive performance, identify learning opportunities, and act as an escalation point for critical inquiries.

You’ll lead from the front at the intersection of people leadership and delivery, shaping a culture of teamwork, accountability, and seamless handovers between Sales, Global Delivery, and steady-state Operations.