Implementations Team Lead

Clearwater Analytics, Ltd; Boise (ID); On-site; USD 90,000 - 120,000; Full time

Job summary

Clearwater Analytics, Ltd is seeking an Implementation Team Lead in Boise, Idaho. This role oversees a high-performing team, managing onboarding for new clients. The ideal candidate will have a strong accounting background, advanced technical skills with strategic tools, and over 4 years of experience in leading implementation teams. They will also demonstrate exceptional problem-solving abilities and strong organizational skills to drive improvements and supervise teams across various time zones.

Qualifications

• 4+ years of relevant experience leading and managing Implementation teams.
• Experience with Project Management tools.
• Experience with MS SQL or similar relational databases.

Responsibilities

• Lead, mentor, train, and retain a substantial team.
• Identify improvement opportunities and drive solutions.
• Supervise professional contributors and coordinate operations across time zones.

Skills

Accounting knowledge

Advanced Technical Skills in Strategic tools

Securities and financial markets knowledge

Excellent attention to detail

Strong organizational skills

Problem-solving abilities

Education

Certified Bachelor's/Master's course in Finance or Accounting

Tools

Clarizen

Salesforce

Insight Squared

MS SQL

MS Office Suite

Job description

Implementations Team Lead page is loaded## Implementations Team Leadlocations: Office - Boisetime type: Full timeposted on: Posted Todayjob requisition id: R11822**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.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.