Implementation Project Manager

clearwateranalytics; New York (NY); On-site; USD 102,000 - 144,000; Full time

Benefits offered by this job

Health/vision/dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance benefits

Job summary

Clearwater Analytics is seeking an Implementations Project Manager to define scope, craft detailed implementation plans, and coordinate internal, client, and third-party resources to ensure on-time delivery.

You will generate regular status reports, lead steering committees with client executives, manage budgets, and drive service improvements throughout the delivery lifecycle.

Qualifications

• Bachelor's and master's in finance or accounting required.
• Relevant financial services exposure desired and consulting experience.
• Experience implementing software solutions in Asset Management/Insurance space.
• 7+ years of project management & implementation with external clients.

Responsibilities

• Create and manage detailed project plans for the assigned portfolio.
• Coordinate internal CW, client, and third-party resources for workstreams.
• Generate weekly status reports and hold weekly client/project team meetings.
• Lead steering committee meetings with C-level clients & Clearwater senior management.
• Handle project commercials, including revenue forecasts and unbilled bookings.
• Manage resource allocation and monitor utilization and go-live adherence.
• Ensure timely responses to client inquiries and manage transitions to steady-state servicing.
• Oversee multiple implementations with minimal oversight.

Skills

PM Tools

JIRA

Excel

Clarizen

Salesforce

Stakeholder mgmt

Budget management

Change delivery

SaaS

Fintech

Investment accounting

Communication

Multi-location execution

Education

Bachelor's in Finance

Master's in Finance or Accounting

Tools

JIRA

Excel

Clarizen

Salesforce

Job description

Job Summary

The Implementations Project Manager has a diverse range of responsibilities, including defining project scope, creating detailed implementation plans with internal, client, and third-party resources, and ensuring successful, on-time project completion. They provide regular status updates through reports and meetings, lead high-level steering committee meetings, and act as a trusted client relationship manager. Additionally, they manage implementation budgets, actively seek opportunities for service improvements, and oversee the transition from Sales to Global Delivery before a project begins and from Global Delivery to Client Services after implementation.

Responsibilities

• Create and manage detailed project plans for the assigned portfolio.
• Manage and coordinate internal CW, client, and third-party resources for project workstreams.
• Generate weekly status reports and hold weekly status meetings with clients and the project team.
• Lead steering committee meetings with C-level client decision makers and Clearwater senior management.
• Handle project commercials, including revenue recognition forecasts and unbilled bookings.
• Manage and report on resource allocation for the assigned portfolio.
• Take responsibility for project metrics such as utilization , go-live adherence, and project billing.
• Serve as a trusted client relationship manager, ensuring timely and accurate responses to client inquiries.
• Facilitate a successful transition to the steady-state servicing team.
• Demonstrate the ability to oversee multiple simultaneous implementations with minimal oversight.

Required Skills

• Intermediate Technical skills in JIRA, Excel, Clarizen and Salesforce.
• Implementing large scale programs (multi-location settings a plus).
• Project manage in a matrix reporting environment.
• Track record of delivering projects on time and in budget.
• Ability to seek out, recommend and implement continuous service improvements within the project timeline (and future projects).
• Investment accounting and reporting knowledge.
• Client facing work around Change or Change Delivery preferred .
• Exposure to investment accounting, reporting and analytics software solutions.
• Proven track record of delivering projects or workstreams for external clients.
• Expert Technical skills in project management tools.
• Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions.
• Background in Investment Accounting either on the job or via a qualification such as ACCA will be considered as an added advantage.
• 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.
• Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
• Consulting experience.
• Securities or financial markets experience.
• Proven experience implementing software solutions in Asset Management and/or Insurance space.
• 7 + years of relevant project management and implementation experience working with external clients .

Salary Range

$102,000.00 - $144,000.00 This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time.

Benefits

• health/vision/dental insurance
• 401(k)
• PTO
• parental leave
• medical leave
• STD/LTD insurance benefits

Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.