Job Summary:
The Implementations Project Manager has a diverse range of responsibilities within our Global Delivery (Implementations) team, 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.
* Experience implementing large scale programs.
* 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, or investment operations knowledge is highly desirable.
* Exposure to investment accounting, reporting, and analytics software solutions, desirable.
* Experience delivering projects or workstreams for external clients.
* 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 degree in relevant field.
* 4+ years’ total experience, including 2+ years experience in project management, or within project management workstream.
* Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
* Securities or financial markets experience.
* Proven experience implementing software solutions in Asset Management and/or Insurance space.
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