Client Relationship Management: Serve as a trusted client relationship manager, providing timely and accurate responses to inquiries and fostering strong client partnerships.
Transition Facilitation: Ensure a smooth transition to the steady-state servicing team after project implementation, enabling ongoing client support.
Multi-Project Management: Demonstrate the ability to oversee multiple simultaneous implementations with minimal supervision, delivering results efficiently.
Required Skills
Proficient in project management tools such as JIRA, Excel, SmartSheet, Monday.com and Salesforce.
Experience in implementing large-scale programs, particularly in multi-location settings.
Proven track record of managing projects in a matrix reporting environment, delivering them on time and within budget.
Ability to identify, recommend, and implement continuous service improvements throughout project lifecycles.
Knowledge of investment accounting and reporting processes.
Familiarity with Change Management or Change Delivery roles in client-facing environments.
Exposure to investment accounting, reporting, and analytics software solutions.
Strong technical skills and expertise in project management software.
Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions.
Background in Investment Accounting, with qualifications such as ACCA, viewed as an advantage.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication abilities.
Strong organizational, interpersonal, and problem-solving skills.
Education and Experience
Bachelor's degree in finance, accounting, or a related field; a master's degree is a plus.
Relevant experience in financial services (Investment, Banking, Insurance, FinTech, etc.).
Prior consulting experience is advantageous.
Understanding of securities or financial markets is preferred.
Salary Range $60,000.00 - $85,000.00 This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
