Job Summary:
The Global Delivery division is responsible for onboarding all new clients onto Clearwater’s SaaS platform. As Senior Programme Manager, you will lead on large simultaneous client implementations with minimal oversight, consistently delivering on time and with quality. You will be an integral part of a collaborative division spanning analysts, team leads and subject matter experts.
Programme Managers have 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:
1. Create and manage detailed project plans for the assigned portfolio.
2. Manage and coordinate internal CW, client, and third-party resources for project workstreams.
3. Generate weekly status reports and hold weekly status meetings with clients and the project team.
4. Lead steering committee meetings with C-level client decision makers and Clearwater senior management.
5. Handle project commercials, including revenue recognition forecasts and unbilled bookings.
6. Manage and report on resource allocation for the assigned portfolio.
7. Take responsibility for project metrics such as utilization, go-live adherence, and project billing.
8. Serve as a trusted client relationship manager, ensuring timely and accurate responses to client inquiries.
9. Facilitate a successful transition to the steady-state servicing team.
10. Demonstrate the ability to oversee multiple simultaneous implementations with minimal oversight.
Required Skills and Experience:
11. Financial Services Experience (Front-Back Office Technology, FinTech, Investment Accounting, Client Reporting, Insurance, Market data etc.)
12. Proven experience implementing large-scale software solutions in Asset Management and/or Insurance space (multi-location settings a plus).
13. Proven track record of delivering projects or workstreams for external clients.
14. Ability to seek out, recommend and implement continuous service improvements within the project timeline (and future projects).
15. Excellent communication skills (written, verbal, internal and client facing)
16. Expert Technical skills in project management tools e.g. JIRA, Excel, Clarizen and Salesforce
17. Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions, a plus
18. Willingness to travel occasionally to client site