Sr. Program Manager

Clearwater Analytics; City of Edinburgh; On-site; GBP 65,000 - 95,000; Full time

Job summary

Clearwater Analytics seeks an experienced Program Manager in the United Kingdom to identify and finalise project scope, develop detailed implementation plans, and coordinate with internal, client and third‑party resources for successful, on‑time, high‑quality implementations.

You will generate weekly status reports, lead steering meetings with C‑level client decision makers and Clearwater leadership, and manage budgets while driving continuous service improvements and smooth handoffs to

Qualifications

• Bachelor’s and/or master’s in finance or accounting.
• 7+ years of relevant project management and implementation experience working with external clients.
• Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space.
• Consulting experience.
• Securities or financial markets experience.
• Experience managing a team of 7-15 people.

Responsibilities

• Identifies and finalises project/implementation scope.
• Develops detailed implementation plans including internal, client and third‑party resourcing.
• Manages and coordinates with internal, client and third‑party resources to ensure a successful, on‑time and high‑quality implementation per plan.
• Generates weekly status reports and holds weekly status meetings with client and project team.
• Schedules and leads steering committee meetings with C‑level client decision makers and Clearwater senior management.
• Manages and reports on budget for implementations.
• Seeks out, recommends and implements continuous service improvements.
• Serves as a trusted relationship manager ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady‑state servicing team.
• Acts as the bridge between various business stakeholders including Client Servicing, Sales and Development teams.
• Runs multiple simultaneous implementations with minimal oversight.

Skills

Project management

Communication

Attention to detail

Documentation

Organization

Problem solving

SaaS familiarity

Microsoft Office

Education

Bachelor’s or Master’s in finance or accounting

Tools

JIRA

Excel

Clarizen

Salesforce

Job description

Job Summary

The Program Manager is responsible for identifying and finalising project/implementation scope, developing detailed implementation plans including internal, client and third‑party resourcing, and managing and coordinating with all parties to ensure a successful, on‑time, quality implementation per plan. The role generates weekly status reports, holds status meetings with the client and project team, schedules and leads steering committee meetings with C‑level client decision‑makers and Clearwater senior management, and serves as a trusted relationship manager to ensure timely, accurate and thorough responses to all client inquiries and a smooth transition to the steady‑state servicing team. The Manager also manages and reports on budget for implementations, seeks out, recommends and implements continuous service improvements within the project timeline and for future projects, and leads the transition from the Sales team to Global Delivery pre‑kick‑off and from Global Delivery to Client Services post‑implementation.

Responsibilities

• Identifies and finalises project/implementation scope.
• Develops detailed implementation plans including internal, client and third‑party resourcing.
• Manages and coordinates with internal, client and third‑party resources to ensure a successful, on‑time and high‑quality implementation per plan.
• Generates weekly status reports and holds weekly status meetings with client and project team.
• Schedules and leads steering committee meetings with C‑level client decision makers and Clearwater senior management.
• Manages and reports on budget for implementations.
• Seeks out, recommends and implements continuous service improvements.
• Serves as a trusted relationship manager ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady‑state servicing team.
• Acts as the bridge between various business stakeholders including Client Servicing, Sales and Development teams.
• Runs multiple simultaneous implementations with minimal oversight.

Required Skills

• Expert technical skills in JIRA, Excel, Clarizen and Salesforce; explores, trials and provides trusted recommendations for other tools and technologies as use cases arise.
• Financial Services experience (Investment, Banking, Insurance, FinTech, etc.).
• Project managing in a matrix reporting environment.
• Investment accounting and reporting knowledge.
• Familiarity with Software‑as‑a‑Service (SaaS) platforms and delivery model.
• Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication skills.
• Strong organisational and interpersonal skills.
• Exceptional problem‑solving abilities.

Education and Experience

• Bachelor’s and/or master’s in finance or accounting.
• 7+ years of relevant project management and implementation experience working with external clients.
• Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space.
• Consulting experience.
• Securities or financial markets experience.
• Experience managing a team of 7‑15 people.