Implementations Team Lead

Clearwater Analytics (CWAN); Boise (ID); On-site; USD 110,000 - 140,000; Full time

Job summary

Clearwater Analytics (CWAN) seeks an Implementation Team Lead in Boise to oversee a high-performing team supporting client onboarding. You will mentor analysts, manage performance, and escalate critical inquiries to ensure smooth handovers between Sales, Global Delivery and steady-state Operations.

You bring a strong accounting foundation and advanced tool skills (Clarizen, Salesforce, InsightSquared, Paylocity, MS SQL, MS Office) to guide data migration, reporting, and reconciliation for

Qualifications

• Strong foundation in accounting knowledge required.
• Experience with data migration, reporting, and reconciliation.
• Familiarity with fixed income, structured products and derivatives.
• Excellent written and verbal communication and documentation skills.

Responsibilities

• Lead, mentor, train, and retain a substantial implementation team.
• Identify improvement opportunities and drive solutions across Global Delivery.
• Direct subordinates with policy and management oversight; supervise staff.
• Coordinate handoffs between Sales, Global Delivery and steady-state Operations.
• Manage projects across a global framework and multiple time zones.
• Deliver clear presentations to peers on projects and schedules.

Skills

Accounting knowledge

Team leadership

Problem solving

Communication skills

Attention to detail

Organizational skills

Education

Bachelor's/Master's in Finance or Accounting

Tools

Clarizen

Salesforce

InsightSquared

Paylocity

MS SQL

Microsoft Office

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 Global Delivery teams.Direct subordinates, applying rules, policies, and management oversight.Errors in decision-making or failure to achieve results can lead to schedule delays.Frequently interact with subordinates and functional peer groups, requiring cooperation and technical presentations on topics such as projects and schedules.Supervise professional, skilled, and support individual contributors directly.Operate within a global framework, coordinating operational teams across diverse time zones.Demonstrate effective management of both people and projects.Required skills:They must possess a strong foundation in accounting knowledge.Advanced Technical Skills in Strategic tools (Clarizen, Salesforce, Insight Squared, Paylocity).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.4+ years of relevant experience leading and managing Implementation teams.Experience with Project Management tools.Experience with MS SQL or similar relational databases.