Implementations Team Lead

clearwateranalytics; Boise (ID); On-site; USD 95,000 - 130,000; Full time

Job summary

Clearwater Analytics seeks an Implementation Team Lead to guide a high-performing team of analysts and SMEs dedicated to onboarding new clients. You will manage performance, identify learning opportunities, and serve as an escalation point for important inquiries, applying deep knowledge of complex financial instruments and accounting to ensure successful client onboarding.

This role emphasizes knowledge transfer and seamless handovers between Sales, Global Delivery, and steady-state Operations,

Qualifications

• Seasoned leader with 4+ years of experience managing implementation teams.
• Strong accounting background.
• Experience with project management tools.
• Experience with MS SQL or similar databases.

Responsibilities

• Lead and mentor an analytics/implementation team across time zones.
• Identify improvement opportunities and drive solutions across Global Delivery teams.
• Direct subordinates with established policies and oversight.
• Coordinate with Sales, Global Delivery, and steady-state Operations for seamless onboarding.
• Maintain exceptional documentation and communication with stakeholders.

Skills

Accounting knowledge

People leadership

Project management

Communication skills

Problem-solving

Education

Bachelor’s or Master’s degree in Finance or Accounting

Tools

Clarizen

Salesforce

InsightSquared

Paylocity

MS Office

MS SQL

Job description

• 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.

Additional Information

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.

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