Responsibilities:  

• 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.  

• Manage and report on budget for implementation. 

• Seek out, recommend, and implement continuous service improvements. 

• 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.  

• Be the bridge between various business stakeholders including Client Servicing team, Sales team, and Development team. 

• Ability to run multiple simultaneous implementations with minimal oversight. 

Required Skills:  

• Expert Technical skills in JIRA, Excel, Clarizen and Salesforce. Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise.  

• Financial Services Experience (Investment, Banking, Insurance, FinTech, etc). 

• Project manage in a matrix reporting environment. 

• Investment accounting and reporting knowledge. 

• Familiarity with Software-as-a-Service (SaaS) platforms and delivery model 

• 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: 

• Bachelor’s and/or master's in finance or accounting. 

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

• Proven experience implementing software solutions within the Financial Services, Market Data and/or Insurance space. 

• Consulting experience. 

• Securities or financial markets experience. 

• Experience of managing a team essential (7-15 people).