Implementations Team Lead

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

Job summary

Clearwater Analytics is seeking an Implementation Team Lead in India to oversee a high-performing team of analysts and SMEs dedicated to onboarding new clients. You will manage performance, identify learning opportunities, and serve as an escalation point, applying expertise in accounting and complex financial instruments to ensure successful client onboarding.

You will drive knowledge transfer and seamless handovers between Sales, Global Delivery, and Operations, while adhering to Clearwater

Qualifications

• Certified Bachelors/Masters in Finance or Accounting.
• 5+ years experience leading and managing Implementation teams.
• Experience with Project Management tools.
• Experience with MS SQL or similar relational databases.

Responsibilities

• Lead, mentor, train, and retain a substantial team.
• Identify improvement opportunities and drive solutions across Clearwater departments.
• Promote continuous improvement in applying Clearwater Way methodologies for client onboarding.
• Receive objectives and determine resource allocation to meet goals/targets.
• Direct subordinates, with flexibility within company policies/practices.
• Recommend policy and procedure changes affecting the organization.
• Erroneous decisions or failure to achieve results may increase costs.
• Interact frequently with subordinates, supervisors, customers, and peers.
• Address diverse issues influenced by business trends.
• Select methods within established processes/policies to achieve outcomes.
• Advise subordinates on schedule adherence and issue resolution.
• Develop and administer schedules, performance requirements, and budgets.
• Coordinate activities in a section or department; accountable for results.

Skills

Accounting knowledge

MS Office Suite

Securities knowledge

Fixed income

Derivatives

Communication

Attention to detail

Documentation

Interpersonal skills

Problem solving

Team leadership

Education

Finance or Accounting degree

Tools

MS SQL

Relational databases

Project Management Tools

Data migration / Reporting 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 substantial team.
• Identify improvement opportunities and drive solutions across various Clearwater departments.
• Promote continuous improvement in applying, training, and enhancing Clearwater Way methodologies for client onboarding, including aligning with CW's Client Engagement Model.
• Receive objectives as assignments and determine resource allocation to meet goals/targets.
• Direct subordinates, with some flexibility within company policies/practices.
• Recommend policy and procedure changes affecting the organization.
• Erroneous decisions or failure to achieve results may increase costs and impact short‑term organizational goals.
• Interact frequently with subordinates, supervisors, customers, and peer groups, often requiring cooperation between functional areas/divisions.
• Address diverse issues influenced by various factors, including business trends.
• Select methods within established processes/policies to achieve desired outcomes.
• Act as an advisor to subordinates for schedule adherence and issue resolution.
• Develop and administer schedules, performance requirements, and potentially manage budgets.
• Manage the coordination of activities in a section or department, accountable for results, methods, and staffing.
• Demonstrate effective management of both people and projects within a global operational framework.

Required skills

• They must possess a strong foundation in accounting knowledge.
• Advanced Technical Skills in MS Office Suite, tools and technologies associated with team responsibilities (e.g., Data Migration, Reporting, Reconciliation).
• 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 Finance or Accounting.
• 5+ years of relevant experience leading and managing Implementation teams.
• Experience with Project Management tools.
• Experience with MS SQL or similar relational databases.