Implementations Team Lead

Clearwater Analytics; City of Edinburgh; On-site; GBP 80,000 - 105,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Finance industry experience

People management

Project delivery

KPIs

Communication

Excel skills

Attention to detail

Problem-solving

Education

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

Tools

Excel (VLOOKUP, Pivot Tables, VBA)

Salesforce

Workday

Power BI

Job description

Job Summary

The Implementation Team Lead oversees a high-performing team of analysts and subject matter experts dedicated to supporting the onboarding of new Clearwater clients. They handle performance management, identify learning opportunities, and serve as an escalation point for important inquiries. Leveraging their expertise in complex financial instruments and accounting, they apply domain knowledge to ensure successful client onboarding. Additionally, they play a crucial role in facilitating knowledge transfer and seamless handovers between Sales, Global Delivery, and steady-state Operations teams.

Job Summary

The Implementation Team Lead oversees a high-performing team of analysts and subject matter experts dedicated to supporting the onboarding of new Clearwater clients. They handle performance management, identify learning opportunities, and serve as an escalation point for important inquiries. Leveraging their expertise in complex financial instruments and accounting, they apply domain knowledge to ensure successful client onboarding. Additionally, they play a crucial role in facilitating knowledge transfer and seamless handovers between Sales, Global Delivery, and steady-state Operations teams. This role provides opportunity to lead from the front, at the intersection of people leadership and client delivery. You'll build a culture of teamwork, collaboration, and accountability within your team, while playing a hands-on role in the successful onboarding of clients (asset managers, insurers, pension funds and more) onto Clearwater's leading SaaS platform.

Responsibilities

• Lead, mentor, train, develop, and retain a team of Implementation and Delivery professionals, allocating work and ensuring quality onboarding for clients.
• Act as a sponsor for a number of client onboardings, playing a hands-on role in their successful delivery.
• Own the preparation and delivery of regular 1-on-1s and biannual performance reviews, identifying and facilitating learning and career growth opportunities for your team.
• Identify improvement opportunities and initiate solutions, both within your own role and across the wider team.
• Excel in applying Clearwater Way methodologies for client onboarding, including alignment with Clearwater's Client Engagement Model.
• Design, implement, and track quantitative and qualitative metrics to measure the success of projects, people, and processes, including client satisfaction, time-to-value, go-live SLA adherence, retention, gross margin, automation improvements, and employee attrition.
• Lead SteerCos and client implementation reviews, acting as a confident, knowledgeable, and patient escalation point for issues that arise during onboarding.
• Ensure a seamless transition for newly onboarded clients into steady-state client servicing operations.
• Demonstrate effective management of both people and projects, balancing team development with delivery execution.
• Use tooling such as Salesforce, Workday, and Power BI to monitor and drive team performance.

What We're Looking For

• 4+ years of directly applicable experience in the finance or fintech industry, with knowledge of investment accounting or investment operations solutions preferred.
• 2+ years of demonstrated success in a people manager or mentor/trainer capacity
• Previous experience in project delivery or project management, working directly with external clients from initiation through to completion.
• Experience delivering measurable KPIs on a weekly and monthly basis in prior roles.
• Knowledge of securities and financial markets; exposure to derivatives, fixed income, structured products, or alternatives is a real plus.
• Confidence communicating clearly and concisely in written and verbal contexts, including small and large group settings, for both internal and client-facing audiences.
• Strong Excel skills (VLOOKUP, SUMIF, Pivot Tables, VBA, etc.) and proficiency in Microsoft Office.
• Excellent attention to detail, strong documentation skills, and outstanding organisational abilities.
• An exceptional problem-solving mindset, calm under pressure.
• Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or a related field, preferred.