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 implementations. 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, develop and retain a team of 8-14 members.
- Act as a sponsor for a number of new client onboardings
- Identify improvement opportunities and initiate solutions within the role and team.
- Excel in applying Clearwater Way methodologies for client onboarding, including aligning with CW's Client Engagement Model.
- Directly interact with subordinates and functional peer groups on a daily basis.
- Demonstrate effective management of both people and projects.
- Operate within a global framework, coordinating operational teams across different time zones.
Required skills:
- Intermediate Technical Skills in Strategic tools (Clarizen, Salesforce, Jira).
- 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 related field.
- 2+ years of relevant experience in managing and leading implementation teams.
- Experience leading client relationships, including interaction with senior stakeholders
- Experience with Project Management tools.
Top Skills
What We Do
Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.
Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.
For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.
With global headquarters in Boise, Idaho, and offices in Edinburgh, London, New Delhi, New York, and Singapore, Clearwater sets the new global standard for investment portfolio reporting.
