Implementation Project Manager

Clearwater Analytics, LLC; Town of Bedford (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

Job summary

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

You will lead steering meetings with C-level clients and Clearwater senior management, manage budgets, and oversee transitions from Sales to Global Delivery and to Client Services post-implementation.

Qualifications

• 7+ years of project management and implementation experience with external clients.
• Experience delivering software solutions in Asset Management/FinTech.

Responsibilities

• Create and manage detailed project plans for the portfolio.

Skills

JIRA

Excel

Clarizen

Salesforce

Program mgmt

Budgeting

Stakeholder mgmt

SaaS

Education

Bachelor’s in finance or accounting

Master’s in finance or accounting

Tools

Investment accounting software

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

Equal Opportunity

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.

Company Overview

Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

Diversity & Inclusion

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.