Implementations Team Lead

Clearwater Analytics, Ltd.; City of Edinburgh; On-site; GBP 85,000 - 100,000; Full time

Job summary

Clearwater Analytics is seeking an Implementation Team Lead in Edinburgh to oversee a high-performing team responsible for onboarding new clients to Clearwater's SaaS platform. You will manage performance, identify learning opportunities, and act as an escalation point, applying domain expertise in investment accounting to ensure successful transitions for asset managers, insurers, pension funds, and more.

You’ll lead from the front, fostering teamwork, accountability, and collaboration between

Qualifications

• Experience leading implementation or delivery teams in finance/fintech onboarding.
• Strong knowledge of investment accounting or investment operations is preferred.
• Excellent communication, documentation, and organizational skills.
• Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or related field.

Responsibilities

• Lead, mentor, train, develop, and retain a team of Implementation and Delivery professionals.
• Sponsor client onboardings and oversee successful delivery.
• Conduct regular 1-on-1s and biannual performance reviews for growth.
• Identify improvement opportunities and drive solutions across teams.
• Use Salesforce, Workday, and Power BI to monitor and drive team performance.

Skills

Leadership

People management

Communication

Project management

Problem solving

Attention to detail

Education

Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or related field

Tools

Salesforce

Workday

Power BI

Excel

Pivot Tables

VBA

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. 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.

About Clearwater Analytics

Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

Diversity & Inclusion

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.