Implementations Team Lead

2 Months ago • 4 Years +

Job Summary

Job Description

The Implementation Team Lead oversees a high-performing team supporting the onboarding of new clients, managing performance, identifying learning opportunities, and serving as an escalation point. They utilize expertise in financial instruments and accounting to ensure successful client onboarding. They are also responsible for facilitating knowledge transfer between teams. The role requires leading, mentoring, training, and retaining a team, identifying improvement opportunities, and directing subordinates within a global framework, and managing projects. The role involves interacting with peers and presenting technical information.
Must have:
  • Strong accounting knowledge.
  • Advanced technical skills in strategic tools (e.g., Clarizen, Salesforce).
  • Advanced technical skills in MS Office Suite.
  • Knowledge of securities and financial markets.
  • Familiarity with accounting and reporting.
  • Strong computer skills including Microsoft Office proficiency.
  • Excellent attention to detail.
  • Outstanding verbal and written communication skills.
  • Strong organizational and interpersonal skills.
  • Exceptional problem-solving abilities.
Good to have:
  • Experience with Project Management tools.
  • Experience with MS SQL or similar relational databases.

Job Details

Job Summary:   The Implementation Team Lead oversees a high-performing team of analysts and subject matter experts dedicated to supporting the onboarding of new Clearwater clients. They handle performance management, identify learning opportunities, and serve as an escalation point for important inquiries. Leveraging their expertise in complex financial instruments and accounting, they apply domain knowledge to ensure successful client onboarding. Additionally, they play a crucial role in facilitating knowledge transfer and seamless handovers between Sales, Global Delivery, and steady-state Operations teams.  Responsibilities: 
  • Lead, mentor, train, and retain a substantial team. 

  • Identify improvement opportunities and drive solutions across Global Delivery teams. 

  • Direct subordinates, applying rules, policies, and management oversight. 

  • Errors in decision-making or failure to achieve results can lead to schedule delays. 

  • Frequently interact with subordinates and functional peer groups, requiring cooperation and technical presentations on topics such as projects and schedules. 

  • Supervise professional, skilled, and support individual contributors directly. 

  • Operate within a global framework, coordinating operational teams across diverse time zones. 

  • Demonstrate effective management of both people and projects. 

Required skills:  
  • They must possess a strong foundation in accounting knowledge. 

  • Advanced Technical Skills in Strategic tools (Clarizen, Salesforce, Insight Squared, Paylocity). 

  • Advanced Technical Skills in MS Office Suite, Tools and technologies associated with team responsibilities (e.g., Data Migration, Reporting, Reconciliation).  

  • Securities and financial markets knowledge. 

  • Familiarity with accounting and reporting for fixed income, structured products, and/or derivatives. 

  • 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:  
  • Certified Bachelors/Masters course in Finance or Accounting.  

  • 4+ years of relevant experience leading and managing Implementation teams. 

  • Experience with Project Management tools. 

  • Experience with MS SQL or similar relational databases. 

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About The Company

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.


Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.


For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.


With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

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