Sr. Program Manager

Clearwater Analytics; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

Clearwater Analytics in Chicago is seeking a Program Manager responsible for overseeing project implementations and coordinating with internal and external resources. This role requires expertise in JIRA, Excel, Clarizen, and Salesforce, along with extensive experience in financial services. The ideal candidate has 9+ years in project management, a finance or accounting background, and excellent communication skills. The position is located on-site in Chicago, Illinois and involves managing budgets and ensuring client satisfaction.

Qualifications

• 9+ years of relevant project management and implementation experience working with external clients.
• Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space.
• Experience managing a team essential (7-15 people).

Responsibilities

• Identifies and finalizes project scope.
• Develops detailed implementation plans.
• Generates weekly status reports.
• Schedules and leads steering committee meetings.
• Manages and reports on budget for implementation.

Skills

JIRA

Excel

Clarizen

Salesforce

Financial Services Experience

Project management in matrix environments

Investment accounting and reporting knowledge

SaaS familiarity

Microsoft Office proficiency

Verbal and written communication skills

Organizational skills

Problem-solving abilities

Education

Bachelor’s degree in finance or accounting

Master’s degree in finance or accounting

Job description

Job Summary The Program Manager is responsible for identifying and finalizing project/implementation scope. Develops detailed implementation plans including internal, client and third-party resourcing. Manages and coordinates with internal, client and third-party resources to ensure a successful, on-time quality implementation per plan. Generates weekly status reports, holds weekly status meetings with client and project team. Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management. Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team. Manages and reports on budget for implementations. Possesses the ability to seek out, recommend, and implement continuous service improvements within the project timeline and future projects. Leads the transition from Sales team to Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation.

Responsibilities

• Identifies and finalizes project/implementation scope.
• Develops detailed implementation plans including internal, client and third-party resourcing.
• Manages and coordinates with internal, client and third-party resources to ensure a successful, on time and with quality implementation per plan.
• Generates weekly status reports, holds weekly status meetings with client and project team.
• Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management.
• Manage and report on budget for implementation.
• Seek out, recommend, and implement continuous service improvements.
• Serves as a trusted relationship manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team.
• Be the bridge between various business stakeholders including Client Servicing team, Sales team, and Development team.
• Ability to run multiple simultaneous implementations with minimal oversight.

Required Skills

• Expert Technical skills in JIRA, Excel, Clarizen and Salesforce. Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise.
• Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
• Project manage in a matrix reporting environment.
• Investment accounting and reporting knowledge.
• Familiarity with Software-as-a-Service (SaaS) platforms and delivery model
• 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

• Bachelor’s & master’s in finance or accounting.
• 9+ years of relevant project management and implementation experience working with external clients.
• Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space.
• Consulting experience.
• Securities or financial markets experience.
• Experience of managing a team essential (7-15 people).