Program Manager - Boise, United States - Clearwater Analytics

    Clearwater Analytics
    Clearwater Analytics Boise, United States

    3 weeks ago

    Default job background
    Description
    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 & Master's in finance or accounting ( Nice to have)
    • 5+ years of relevant project management and implementation experience working with external clients.
    • Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space.
    • Consulting experience.
    • Securities or financial markets experience.
    • Experience of managing a team (7-15 people).
    What we offer:
    • Business casual atmosphere in a flexible working environment
    • Team focused culture that promotes innovation and ownership
    • Access cutting edge investment reporting technology and expertise
    • RSUs as well as employee stock purchase plan and 401k with match
    • PTO and volunteer time off to give back to the community
    • Defined and undefined career pathways allowing you to grow your own way
    • Work from anywhere 3 weeks out of the year
    • Work from home Fridays
    • Maternity and paternity leave