Implementation Project Manager at Clearwater Analytics | NY, US | Rezi

Implementation Project Manager at Clearwater Analytics

Implementation Project Manager

Clearwater Analytics · NY, US

2 weeks ago

Implementation Project Manager

Clearwater Analytics · NY, US

15 days ago
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About the Role

The Implementations Project Manager will define project scope, create detailed implementation plans, and ensure successful, on-time project completion. This role involves managing client relationships, overseeing budgets, and facilitating smooth transitions between project phases.

Responsibilities

  • Create and manage detailed project plans for the assigned portfolio.
  • Manage and coordinate internal CW, client, and third-party resources for project workstreams.
  • Generate weekly status reports and hold weekly status meetings with clients and the project team.
  • Lead steering committee meetings with C-level client decision makers and Clearwater senior management.
  • Handle project commercials, including revenue recognition forecasts and unbilled bookings.
  • Manage and report on resource allocation for the assigned portfolio.
  • Take responsibility for project metrics such as utilization, go-live adherence, and project billing.
  • Serve as a trusted client relationship manager, ensuring timely and accurate responses to client inquiries.
  • Facilitate a successful transition to the steady-state servicing team.
  • Demonstrate the ability to oversee multiple simultaneous implementations with minimal oversight.

Requirements

  • Implementing large scale programs (multi-location settings a plus).
  • Project manage in a matrix reporting environment.
  • Track record of delivering projects on time and in budget.
  • Ability to seek out, recommend and implement continuous service improvements within the project timeline (and future projects).
  • Client facing work around Change or Change Delivery preferred.
  • Proven track record of delivering projects or workstreams for external clients.
  • Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions.
  • 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.

Skills

  • Intermediate Technical skills in JIRA, Excel, Clarizen and Salesforce.
  • Investment accounting and reporting knowledge.
  • Exposure to investment accounting, reporting and analytics software solutions.
  • Background in Investment Accounting either on the job or via a qualification such as ACCA will be considered as an added advantage.
  • Expert Technical skills in project management tools.

Experience Level

  • 7+ years of relevant project management and implementation experience working with external clients.

Education Level

  • Bachelor’s & master's in finance or accounting.
  • Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
  • Consulting experience.
  • Securities or financial markets experience.
  • Proven experience implementing software solutions in Asset Management and/or Insurance space.

Salary/Compensations

  • $102,000.00 - $144,000.00

Benefits

  • health/vision/dental insurance
  • 401(k)
  • PTO
  • parental leave
  • medical leave
  • STD/LTD insurance benefits

About the Company

  • Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer.

Equal Opportunity

  • 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.