Job Summary:
The Implementations Project Manager has a diverse range of responsibilities, 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.
Implementing large scale programs (multi-location settings a plus).
Project manage in a matrix reporting environment.
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 knowledge.
Client facing work around Change or Change Delivery preferred.
Exposure to investment accounting, reporting and analytics software solutions.
Proven track record of delivering projects or workstreams for external clients.
Expert Technical skills in project management tools.
Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions.
Background in Investment Accounting either on the job or via a qualification such as ACCA will be considered as an added advantage. 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.
5+ years’ relevant experience as Program Manager/Senior Analyst/Workstream Lead/Team Lead.
Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
Consulting experience.
Securities or financial markets experience.
Proven experience implementing software solutions in Asset Management and/or Insurance space.