Implementations Team Lead

Clearwater Analytics, LLC; Boise (ID); On-site; USD 120,000 - 180,000; Full time

Job summary

Clearwater Analytics, LLC is seeking an Implementation Team Lead to oversee a high-performing onboarding team. You will mentor analysts, drive performance, and coordinate with Sales, Global Delivery, and steady-state Operations to ensure smooth client handovers and knowledge transfer.

Strong knowledge of accounting and financial instruments, plus experience with project management tools and relational databases, is required.

Qualifications

• Certified Bachelor’s/Master’s 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.

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.
• Manage errors in decision-making or failure to achieve results to avoid 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.

Skills

Accounting knowledge

Clarizen

Salesforce

Insight Squared

Paylocity

MS Office

Data migration

Reporting

Reconciliation

Fixed income

Structured products

Derivatives

Communication skills

Attention to detail

Documentation

Project management

Education

Finance/Accounting degree

Tools

MS SQL

Relational databases

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.
• Manage errors in decision‑making or failure to achieve results to avoid 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.

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.

Required Skills

• 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.