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Job Description
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. 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 kickoff and from Global Delivery to Client Services upon implementation.
Responsibilities:
- A seasoned, experienced professional with a full understanding of an area of specialization; resolves a wide range of issues in creative ways.
- Proficient in following Clearwater Way methodologies to implement and onboard clients, including alignment and support of CW’s Client Engagement Model
Internal Communication: Trusted to deliver accurate, timely, and thorough responses (Level 1) to routine inquiries in both written and verbal contexts. Audience is typically team lead level or below. Beginning to be called upon as a trainer. Sphere of influence mainly own team.
External Communication: Trusted to deliver accurate, timely, and thorough responses (Level 1) to routine inquiries in both written and verbal contexts. Still learning and not yet able to simplify explanations. Beginning to identify and act upon Level 2 servicing opportunities. Day-to-day communication is autonomous. Audience is typically low- or mid- level stakeholders.
- Intermediate Technical skills in JIRA, Excel, Clarizen and Salesforce. Finds new ways to leverage these within own role and recommends workflow improvements to peers.
- Continuous Service Improvement: Regularly makes continuous service improvements within the department
- Can successfully run multiple Core- and Large- sized implementations simultaneously with minimal oversight, consistently delivering on time and with quality.
Understands and can effectively communicate CW's overall value proposition as well as the value of specific products and services with some differentiation between size and type of client.
- Understands and can effectively diagram the flow of data through the CW system, our reconciliation/validation mechanisms, and the implementation
- process in client/prospect interactions. Can confidently field common client questions about these topics.
- Identifies tactical risks and recommends solutions to mitigate with input and oversight from senior leadership.
- Receives little instruction on daily work, and only requires general instructions for newly introduced assignments.
- Provides instructions to team members.
- Is able to self-evaluate performance and make improvements where needed.
- 4+ years of project management and implementation experience working with external clients implementing large scale programs (multi-location settings a plus)
- Financial Services Experience (Investment, Banking, Insurance, FinTech, etc)
- Excellent communication skills (written, verbal, internal and client facing)
- Excellent organizational skills and ability to multi-task
- 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)
- Investment accounting and reporting knowledge
- Consulting experience
Securities or financial markets experience
Skills
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About Company
Clearwater Analytics is the leading provider of investment accounting software for reporting and reconciliation services for institutional investors.
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