Senior Program Manager

March 8

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Logo of Clearwater Analytics

Clearwater Analytics

Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.

Integrated Investment Accounting, Compliance, Performance & Risk Reporting β€’ daily aggregation, reconciliation and validation of investment data β€’ Complete investment portfolio transparency β€’ Automated GAAP, STAT and Tax Investment Accounting β€’ saas

1001 - 5000 employees

πŸ“‹ Description

β€’ The Program Manager is responsible for identifying and finalizing project/implementation scope. β€’ Develops detailed implementation plans including internal, client and third-party resourcing. β€’ Manages and coordinates with internal, client and third-party resources to ensure a successful, on-time quality implementation per plan. β€’ Generates weekly status reports, holds weekly status meetings with client and project team. β€’ Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management. β€’ 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. β€’ Manages and reports on budget for implementations. β€’ Possess the ability to seek out, recommend, and implement continuous service improvements within the project timeline (and future projects). β€’ Leads the transition from Sales team to Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation.

🎯 Requirements

β€’ Expert Technical skills in JIRA, Excel, Clarizen and Salesforce. β€’ Financial Services Experience (Investment, Banking, Insurance, FinTech, etc). β€’ Project manage in a matrix reporting environment. β€’ Investment accounting and reporting knowledge. β€’ Familiarity with Software-as-a-Service (SaaS) platforms and delivery model. β€’ Strong computer skills, including proficiency in Microsoft Office. β€’ Excellent attention to detail and strong documentation skills. β€’ Outstanding verbal and written communication skills. β€’ Strong organizational and interpersonal skills. β€’ Exceptional problem-solving abilities.

πŸ–οΈ Benefits

β€’ health/vision/dental insurance β€’ 401(k) β€’ PTO β€’ parental leave β€’ medical leave β€’ STD/LTD insurance benefits

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