Clearwater Analytics (CWAN) Logo

Clearwater Analytics (CWAN)

Prism Team Lead

Reposted An Hour Ago
Be an Early Applicant
Hybrid
Edinburgh, City of Edinburgh, Scotland, GBR
Mid level
Hybrid
Edinburgh, City of Edinburgh, Scotland, GBR
Mid level
Lead and manage a team of analysts and subject matter experts to onboard new clients; oversee performance management, training, escalations, and cross-functional handovers. Apply accounting and securities domain expertise to ensure accurate data migration, reporting, and reconciliations. Drive process improvements, coordinate global delivery across time zones, and manage projects using PM tools and SQL-backed reporting.
The summary above was generated by AI

Job Summary:  

The Team Lead leads a technically sophisticated team responsible for delivering Clearwater’s Prism product to clients.

They handle performance management, identify learning opportunities, and serve as an escalation point for important inquiries. They apply domain knowledge to ensure successful client delivery of Prism solutions, playing a crucial player/coach role.

This role sits at the intersection of client reporting, data engineering, and people management. The ideal candidate thrives in ambiguous, fast-evolving product environments, brings hands-on technical depth in data pipelines and client reporting, and has a proven track record of leading cross-functional, globally distributed teams.

Responsibilities: 

  • Leads, mentors, trains and retains a team of analysts and delivery specialists.

  • Owns end-to-end delivery of Prism implementations, ensuring quality, timeliness, and client satisfaction

  • Partners with Sales to scope, support, and close new Prism opportunities

  • Manages team performance through regular 1-on-1s, goal setting, and career development

  • Establishes and monitors project and delivery metrics; implements process improvements to reduce client escalation frequency

  • Identify improvement opportunities and drive solutions across the Prism team 

  • Operate within a global framework

  • Demonstrate effective management of both people and projects. 

Required skills:  

  • Deep understanding of data pipeline design, data ingestion, and data normalization

  • Proficiency in SQL and query development for reporting and data analysis

  • Experience with client reporting platforms and building production-grade reports

  • Strong client-facing communication skills, including comfort managing escalations at senior levels

  • 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:  

  • 4+ years of relevant experience

  • For internal candidates, people management experience is not-essential.

Similar Jobs at Clearwater Analytics (CWAN)

17 Days Ago
Hybrid
Edinburgh, City of Edinburgh, Scotland, GBR
Mid level
Mid level
Fintech • Software • Financial Services
Lead and manage an implementations team to onboard Clearwater clients, drive process improvements, coordinate global handovers, mentor staff, manage performance, and apply accounting and securities domain expertise to ensure accurate data migration, reporting, and reconciliation during client onboarding.
Top Skills: ClarizenData MigrationInsight SquaredMS OfficeMs SqlPaylocityReconciliationReportingSalesforce
16 Hours Ago
Hybrid
Edinburgh, City of Edinburgh, Scotland, GBR
Mid level
Mid level
Fintech • Software • Financial Services
Lead and maintain clients' asset and reference data, validate investment data, manage data providers, mentor analysts, collaborate on reference data strategy, and ensure compliance with procedures and risk controls.
Top Skills: Business Intelligence SolutionsDatabasesExcelMS OfficeSQL
Yesterday
Hybrid
Edinburgh, City of Edinburgh, Scotland, GBR
Senior level
Senior level
Fintech • Software • Financial Services
The Sr. Subject Matter Expert collaborates across teams to deliver professional services on Clearwater's SaaS platform, focusing on client projects in Investment Accounting, GL, and reporting.
Top Skills: Clearwater SaasGeneral Ledger Systems

What you need to know about the Edinburgh Tech Scene

From traditional pubs and centuries-old universities to sleek shopping malls and glass-paneled office buildings, Edinburgh's architecture reflects its unique blend of history and modernity. But the fusion of past and future isn't just visible in its buildings; it's also shaping the city's economy. Named the United Kingdom's leading technology ecosystem outside of London, Edinburgh plays host to major global companies like Apple and Adobe, as well as a growing number of innovative startups in fields like cybersecurity, finance and healthcare.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account