What are the responsibilities and job description for the Implementations Project Manager position at Clearwater Analytics (CWAN)?
Job Summary:
The Implementations Project Manager has a diverse range of responsibilities, including defining project scope, creating detailed implementation plans with internal, client, and third-party resources, and ensuring successful, on-time project completion. They provide regular status updates through reports and meetings, lead high-level steering committee meetings, and act as a trusted client relationship manager.
Additionally, they manage implementation budgets, actively seek opportunities for service improvements, and oversee the transition from Sales to Global Delivery before a project begins and from Global Delivery to Client Services after implementation.
Responsibilities:
The Implementations Project Manager has a diverse range of responsibilities, including defining project scope, creating detailed implementation plans with internal, client, and third-party resources, and ensuring successful, on-time project completion. They provide regular status updates through reports and meetings, lead high-level steering committee meetings, and act as a trusted client relationship manager.
Additionally, they manage implementation budgets, actively seek opportunities for service improvements, and oversee the transition from Sales to Global Delivery before a project begins and from Global Delivery to Client Services after implementation.
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.
- Intermediate Technical skills in JIRA, Excel, Clarizen and Salesforce.
- 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).
- Investment accounting and reporting knowledge.
- Client facing work around Change or Change Delivery preferred.
- Exposure to investment accounting, reporting and analytics software solutions.
- Proven track record of delivering projects or workstreams for external clients.
- Expert Technical skills in project management tools.
- Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions.
- Background in Investment Accounting either on the job or via a qualification such as ACCA will be considered as an added advantage. 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.
- Bachelor’s & master's in finance or accounting.
- 5 years’ relevant experience as Program Manager/Senior Analyst/Workstream Lead/Team Lead.
- 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.