Implementation Team Lead

Clearwater Analytics; Dadri; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Clearwater Analytics seeks an Implementation Team Lead to oversee a high-performing team of analysts and experts dedicated to onboarding new clients. You will manage performance, drive knowledge transfer, and act as an escalation point for important inquiries across Sales, Global Delivery, and steady-state Operations.

You will leverage domain knowledge of financial instruments and accounting to ensure successful onboarding, with emphasis on continuous improvement and global coordination across

Qualifications

• 2+ years of experience managing and leading implementation teams.
• Experience with Project Management tools.
• Experience with MS SQL or similar relational databases.
• Certified Bachelors/Masters in a related field.

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.

Skills

Clarizen

Salesforce

Insight Squared

Paylocity

Securities knowledge

Fixed income accounting

Derivatives accounting

MS SQL

Microsoft Office

Documentation

Communication skills

Organization

Problem solving

Project management

Education

Bachelor's or Master’s degree in related field

Tools

Clarizen

Salesforce

Insight Squared

Paylocity

MS SQL

Microsoft Office

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.