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
Manages and reports on budget for implementations
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

7+ years of relevant project management and implementation experience working with external clients
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

Senior Program Manager

Key skills