Implementations Project Manager

clearwateranalytics; Dadri; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

Clearwater Analytics in India is seeking a Program Manager to identify and finalize project scope, develop detailed implementation plans, and coordinate internal, client and third-party resources to deliver on-time, high-quality implementations.

You will lead weekly status meetings, steer committees with executive sponsors, manage budgets, and ensure a smooth transition to steady-state servicing while driving continuous service improvements.

Qualifications

• Bachelor's and/or master's in finance or accounting.
• 7+ years of relevant project management and implementation experience 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 (7-15 people).

Responsibilities

• Identify and finalize project/implementation scope.
• Develop detailed implementation plans including internal, client and third-party resourcing.
• Coordinate with internal, client and third-party resources for on-time, quality implementation per plan.
• Generate weekly status reports and hold weekly status meetings with client and project team.
• Schedule and lead steering committee meetings with C-level client decision makers and Clearwater senior management.
• Manage and report on budget for implementation.
• Seek out, recommend, and implement continuous service improvements.
• Serve as a trusted relationship manager ensuring timely, accurate responses to client inquiries and smooth transition to steady-state servicing.
• Bridge between Client Servicing, Sales, and Development teams.
• Run multiple simultaneous implementations with minimal oversight.

Skills

Investment accounting and reporting

Project management in matrix

SaaS delivery model

Strong communication

Organizational skills

Problem-solving abilities

Education

Bachelor's and/or master's in finance or accounting

Tools

JIRA

Clarizen

Salesforce

Excel

Job description

Job Summary

The Program Manager is responsible for identifying and final izes proj ect/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 quality implementation per plan. Generates weekly status reports, 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. Serves as a trusted relationship manager responsible for ensuring timel y , acc urate , and thorough responses to all client inquiries and a successful transition to the steady-state servicing team. Manages and reports on budget for implementations. Possess the ability to seek out, recommend, and implement continuous service improvements within the project timeline (and future projects). Leads the transition from Sales team to Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation.

Responsibilities

• Identifies and finalizes 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 with quality implementation per plan.


• Generates weekly status reports, 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.


• Manage and report on budget for implementation.


• Seek out, recommend, and implement continuous service improvements.


• Serves as a trusted relationship manager responsible for ensuring timely , accurate , and thorough responses to all client inquiries and a successful transition to the steady-state servicing team.


• Be the bridge between various business stakeholders including Client Servicing team, Sales team, and Development team.


• Ability to run multiple simultaneous implementations with minimal oversight.

Required Skills

• Expert Technical skills in JIRA, Excel, Clarizen and Salesforce. Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise.


• Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).


• Project manage 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 organizational 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 of managing a team essential (7-15 people) .