Implementations Team Lead

Clearwater Analytics • Boise, ID

1d

About The Position

The Implementation Team Lead oversees a high-performing team of analysts and subject matter experts dedicated to supporting the onboarding of new Clearwater clients. They handle performance management, identify learning opportunities, and serve as an escalation point for important inquiries. Leveraging their expertise in complex financial instruments and accounting, they apply domain knowledge to ensure successful client onboarding. Additionally, they play a crucial role in facilitating knowledge transfer and seamless handovers between Sales, Global Delivery, and steady-state Operations teams. Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally.

Requirements

• Strong foundation in accounting knowledge.
• Advanced Technical Skills in Strategic tools (Clarizen, Salesforce, Insight Squared, Paylocity).
• Advanced Technical Skills in MS Office Suite, Tools and technologies associated with team responsibilities (e.g., Data Migration, Reporting, Reconciliation).
• Securities and financial markets knowledge.
• Familiarity with accounting and reporting for fixed income, structured products, and/or derivatives.
• 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.
• 4+ years of relevant experience leading and managing Implementation teams.
• Experience with Project Management tools.
• Experience with MS SQL or similar relational databases.

Nice To Haves

• Certified Bachelors/Masters course in Finance or Accounting.

Responsibilities

• Lead, mentor, train, and retain a substantial team.
• Identify improvement opportunities and drive solutions across Global Delivery teams.
• Direct subordinates, applying rules, policies, and management oversight.
• Frequently interact with subordinates and functional peer groups, requiring cooperation and technical presentations on topics such as projects and schedules.
• Supervise professional, skilled, and support individual contributors directly.
• Operate within a global framework, coordinating operational teams across diverse time zones.
• Demonstrate effective management of both people and projects.
• Facilitate knowledge transfer and seamless handovers between Sales, Global Delivery, and steady-state Operations teams.

Benefits

• Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager