Implementations Project Manager Associate

Clearwater Analytics, LLC; Chicago (IL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401(k)

Job summary

Clearwater Analytics, LLC is hiring an Implementations Project Management Associate to oversee client projects from planning through transition to steady-state servicing. You will coordinate internal teams, clients, and vendors, manage budgets and timelines, and report on progress to executives.

The role emphasizes cross-functional leadership, strong documentation, and effective communication in a financial services environment. Bachelor's in finance or accounting is required.

Qualifications

• Bachelor's degree in finance, accounting, or related field.
• Experience in financial services (Investment, Banking, Insurance, FinTech, etc.).
• Experience in consulting is advantageous.
• Understanding of securities or financial markets is preferred.

Responsibilities

• Create and manage comprehensive project plans for an assigned portfolio, ensuring alignment with client objectives and internal goals.
• Coordinate activities of internal teams, clients, and third-party vendors across project workstreams to ensure timely execution.
• Generate weekly status reports and hold weekly status meetings with clients and project teams.
• Lead steering committee meetings with C-level client decision-makers and senior management.
• Oversee project financials, including revenue recognition forecasts and unbilled bookings.
• Manage resource allocation and optimize utilization for the project portfolio.
• Track metrics such as utilization, go-live adherence, and billing accuracy.
• Serve as a trusted client relationship manager and maintain strong partnerships.

Skills

Project management

Stakeholder communication

Analytical thinking

Problem solving

Financial awareness

Education

Bachelor's degree in finance, accounting, or related field

Master's degree is a plus

Tools

JIRA

Excel

SmartSheet

Monday.com

Salesforce

Job description

The Implementations Project Management Associate will be responsible for overseeing the implementation of projects for our clients, ensuring successful outcomes through effective planning and resource management.

Responsibilities

• Project Planning and Management: Create and manage comprehensive project plans for an assigned portfolio, ensuring alignment with client objectives and internal goals.
• Resource Coordination: Manage and coordinate the activities of internal teams, clients, and third-party vendors across various project workstreams to ensure timely execution.
• Status Reporting: Generate weekly status reports and hold weekly status meetings with clients and project teams to update on project progress and address potential issues.
• Steering Committee Leadership: Lead steering committee meetings with C-level client decision-makers and senior management, facilitating strategic discussions and decision-making.
• Commercial Management: Oversee project financials, including revenue recognition forecasts and unbilled bookings, ensuring budgets are adhered to and financial targets met.
• Resource Allocation Oversight: Manage and report on resource allocation, optimizing the utilization of resources for the assigned project portfolio.
• Metrics Accountability: Take responsibility for tracking project metrics such as utilization, go-live adherence, and billing accuracy, ensuring project health is continuously monitored.
• Client Relationship Management: Serve as a trusted client relationship manager, providing timely and accurate responses to inquiries and fostering strong client partnerships.
• Transition Facilitation: Ensure a smooth transition to the steady-state servicing team after project implementation, enabling ongoing client support.
• Multi-Project Management: Demonstrate the ability to oversee multiple simultaneous implementations with minimal supervision, delivering results efficiently.

Required Skills

• Proficient in project management tools such as JIRA, Excel, SmartSheet, Monday.com, and Salesforce.
• Experience in implementing large-scale programs, particularly in multi-location settings.
• Proven track record of managing projects in a matrix reporting environment, delivering them on time and within budget.
• Ability to identify, recommend, and implement continuous service improvements throughout project lifecycles.
• Knowledge of investment accounting and reporting processes.
• Familiarity with Change Management or Change Delivery roles in client-facing environments.
• Exposure to investment accounting, reporting, and analytics software solutions.
• Strong technical skills and expertise in project management software.
• Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions.
• Background in Investment Accounting, with qualifications such as ACCA, viewed as an advantage.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication abilities.
• Strong organizational, interpersonal, and problem-solving skills.

Education and Experience

• Bachelor's degree in finance, accounting, or a related field; a master's degree is a plus.
• Relevant experience in financial services (Investment, Banking, Insurance, FinTech, etc.).
• Prior consulting experience is advantageous.
• Understanding of securities or financial markets is preferred.

Salary Range $60,000.00 - $85,000.00 – This is the pay range the Company believes it will pay for this position at the time of this posting. Compensation will be determined based on relevant experience, job‑related qualifications, and geographic location.

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.