Implementations Project Manager

Job Summary: 

The Implementations Project Manager has a diverse range of responsibilities within our Global Delivery (Implementations) team, 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. 

Required Skills:  

• Intermediate Technical skills in JIRA, Excel, Clarizen and Salesforce.  

• Experience implementing large scale programs. 

• 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, or investment operations knowledge is highly desirable.

• Exposure to investment accounting, reporting and analytics software solutions, desirable.

• Experience delivering projects or workstreams for external clients.

• 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 degree in relevant field

• 4+ years’ total experience, including 2+ years experience in project management, or within project management workstream.

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

• Securities or financial markets experience. 

• Proven experience implementing software solutions in Asset Management and/or Insurance space.