Sr. Program Manager

Clearwater Analytics•Boise, ID

22h

About The Position

The Program Manager is responsible for identifying and finalizing project/implementation scope. They develop detailed implementation plans, including internal, client, and third-party resourcing. The role involves managing and coordinating with these resources to ensure successful, on-time, and quality implementations. Key duties include generating weekly status reports, holding status meetings, and scheduling/leading steering committee meetings with C-level client decision-makers and Clearwater senior management. The Program Manager acts as a trusted relationship manager, ensuring timely and accurate responses to client inquiries and a smooth transition to the steady-state servicing team. They also manage and report on implementation budgets and are expected to identify, recommend, and implement continuous service improvements. This role serves as a bridge between various business stakeholders, including Client Servicing, Sales, and Development teams, and requires the ability to manage multiple simultaneous implementations with minimal oversight.

Requirements

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.
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 Asset Management, Market Data and/or Insurance space.
Consulting experience.
Securities or financial markets experience.
Experience of managing a team essential (7-15 people).

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.