Sr. Program Manager

Clearwater Analytics•Boise, ID

35d

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 senior management. The Program Manager also serves as a trusted relationship manager, ensuring timely and accurate responses to client inquiries and a smooth transition to the steady-state servicing team. Budget management and reporting for implementations are also crucial. The position requires the ability to identify, recommend, and implement continuous service improvements within project timelines. Furthermore, the role acts as a bridge between various business stakeholders, including the Client Servicing team, Sales team, and Development team, and requires the ability to manage multiple simultaneous implementations with minimal oversight. The role also leads the transition from the Sales team to the Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation.

Requirements

Expert Technical skills in JIRA, Excel, Clarizen and Salesforce.
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 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).

Nice To Haves

Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise.

Responsibilities

Identify and finalize project/implementation scope.
Develop detailed implementation plans including internal, client, and third-party resourcing.
Manage and coordinate with internal, client, and third-party resources to ensure a successful, on-time, and quality implementation per plan.
Generate weekly status reports, hold weekly status meetings with client and project team.
Schedule and lead 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.
Serve 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.
Run multiple simultaneous implementations with minimal oversight.
Lead the transition from Sales team to Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation.