Sr. Program Manager (LP Team)

Socket.dev; Chicago (IL); On-site; USD 85,000 - 120,000; Full time

Job summary

Socket.dev is seeking a Program Manager to identify and finalize project scopes, develop detailed implementation plans with internal and external teams, and coordinate resources to deliver a successful, on-time, high-quality implementation. You will generate weekly status reports and lead status meetings with clients and project teams.

You will schedule steering committee meetings with C-level client decision makers and Socket.dev leadership, manage budgets, and drive continuous service

Qualifications

• Bachelor's and/or master's in finance or accounting.
• PMP/CPA/CFA is an added advantage.
• 7+ years of project management and implementation experience with external clients.
• Experience implementing software solutions in Asset Management/Market Data/Insurance.

Responsibilities

• Identifies and finalizes project/implementation scope.
• Develops detailed implementation plans with internal, client and third-party resourcing.
• Manages 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.

Skills

JIRA

Excel

Monday.com

Education

Bachelor's and/or master's in finance or accounting

PMP/CPA/CFA is an added advantage

7+ years of project management and implementation experience with external clients

Experience implementing software solutions in Asset Management/Market Data/Insurance

Tools

Salesforce

Clarizen

Job description

Job Summary

The Program Manager is responsible for identifying 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 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. Possess 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 proficiency in JIRA, Excel, Monday.com, and Salesforce; ability to explore, trial, and recommend new tools and technologies as business needs arise.

• Strong background in Financial Services, including Investment Banking, Private Equity, Hedge Funds, Insurance, and FinTech.
• Demonstrated experience managing projects within a matrix reporting environment.
• Solid knowledge of investment accounting and reporting practices.
• Product expertise in Private Investments, RNFs, LIHTC, and IRR calculations.
• In-depth understanding of LP/GP relationships in private markets.
• Familiarity with Software-as-a-Service (SaaS) platforms and delivery models.
• Advanced computer skills with proficiency in Microsoft Office Suite.
• Exceptional attention to detail and strong documentation capabilities.
• Excellent verbal and written communication skills.
• Strong organizational and interpersonal abilities for effective collaboration.
• Proven problem-solving and analytical skills.

Education and Experience

• Bachelor's and/or master's in finance or accounting.
• PMP/CPA/CFA is an added advantage.
• 7+ 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.

Job Summary

The Program Manager is responsible for identifying 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 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. Possess 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 and/or master's in finance or accounting.
• 7+ 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).

Salary Range

$85,000.00 - $120,000.00

*This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.*