Implementations Team Lead
Core
Lead a team of analysts and subject matter experts to support the onboarding of new Clearwater clients, leveraging expertise in complex financial instruments and accounting.
Role type
Senior IC implementation team lead
Builds
Client onboarding processes and knowledge transfer between Sales, Global Delivery, and Operations
Domain
Financial services / Accounting
Deliverable
client delivery
Required skills
Accounting knowledge, Financial markets knowledge, Fixed income/structured products/derivatives reporting, Data migration, Reporting, Reconciliation, MS SQL, Project management tools
Preferred skills
MS Office Suite, Budget management
Technologies
MS SQL, MS Office Suite
Responsibilities
Lead, mentor, train, and retain a substantial team; Identify improvement opportunities and drive solutions across departments; Promote continuous improvement in client onboarding methodologies; Determine resource allocation to meet goals; Recommend policy and procedure changes; Manage coordination of activities in a section or department; Demonstrate effective management of both people and projects within a global operational framework.
Seniority
Senior, hands-on IC with management responsibilities
