Implementations Project Manager

3 Months ago • 5 Years +
Project Management

Job Description

The Implementations Project Manager has diverse 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.
Good To Have:
  • Background in Investment Accounting (on the job or via qualification like ACCA).
Must Have:
  • Intermediate technical skills in JIRA, Excel, Clarizen, and Salesforce.
  • Experience implementing large-scale programs (multi-location settings are a plus).
  • Project management 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.
  • Investment accounting and reporting knowledge.
  • Client-facing work around Change or Change Delivery.
  • 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.
  • 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.

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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. 

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