Sr. Program Manager

Clearwater Analytics; Dadri; On-site; INR 1,200,000 - 2,100,000; Full time

Job summary

Clearwater Analytics is seeking a Program Manager in India to identify and finalize project scope, and to develop detailed implementation plans with internal, client and third-party resources. The role requires coordinating with multiple stakeholders to ensure on-time, high-quality delivery and a smooth transition to steady-state servicing.

The candidate will lead weekly status meetings, manage budgets, and drive continuous service improvements across implementations, acting as a trusted liaison

Qualifications

• Bachelor's and master's in finance or accounting.
• 9+ 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).

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.

Education

Bachelor's & master's in finance or accounting

9+ years of PM & implementation experience

Tools

JIRA

Excel

Clarizen

Salesforce

Microsoft Office

Job description

Job Summary:** **

The Program Manager is responsible for identifying 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 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 timely, accurate, 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 & master's in finance or accounting.

• 9+ 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).