Implementation Team Lead

Clearwater Analytics; Dadri; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Clearwater Analytics is seeking an Implementation Team Lead to oversee a high-performing team of analysts and experts for client onboarding. You will manage performance, identify learning opportunities, and serve as an escalation point for critical inquiries, applying domain knowledge of complex financial instruments and accounting to ensure successful onboarding.

You will also facilitate knowledge transfer and smooth handovers between Sales, Global Delivery, and steady-state Operations teams,

Qualifications

• Bachelor's or Master's degree in a related field.

Responsibilities

• Lead, mentor, train, and retain a team of up to 5 members.
• Identify improvement opportunities and drive solutions within the role and team.
• Apply Clearwater Way methodologies for client onboarding, align with Client Engagement Model.
• Interact with team members and peer groups daily.
• Demonstrate effective management of people and projects.
• Coordinate with global operational teams across time zones.

Skills

Leadership

Team management

Analytical thinking

Communication (verbal)

Documentation

Problem solving

Attention to detail

MS Office

Securities & markets knowledge

Accounting & reporting (FI/derivatives

Education

Bachelor/Master in related field

Tools

Clarizen

Salesforce

Insight Squared

Paylocity

MS SQL

Project Management tools

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.

Responsibilities:

• Lead, mentor, train, and retain a team of up to 5 members.


• Identify improvement opportunities and initiate solutions within the role and team.


• Excel in applying Clearwater Way methodologies for client onboarding, including aligning with CW's Client Engagement Model.


• Directly interact with subordinates and functional peer groups on a daily basis.


• Demonstrate effective management of both people and projects.


• Operate within a global framework, coordinating operational teams across different time zones.

Required skills:

• Intermediate Technical Skills in Strategic tools (Clarizen, Salesforce, Insight Squared, Paylocity).


• Securities and financial markets knowledge.


• Familiarity with accounting and reporting for fixed income, structured products, and/or derivatives.


• Strong computer skills, including proficiency in Microsoft Office.


• Excellent attention to detail and strong documentation skills.


• Outstanding verbal and written communication skills.


• Strong organizational and interpersonal skills.


• Exceptional problem-solving abilities.

Education and Experience:

• Certified Bachelors/Masters course in related field.


• 2+ years of relevant experience in managing and leading implementation teams.


• Experience with Project Management tools.


• Experience with MS SQL or similar relational databases.