The Implementation Project Manager oversees project execution, manages resources, tracks performance metrics, and ensures client satisfaction through effective communication and project management.
Job Summary:Implementation Project Manager has a diverse range of responsibilities, including defining & tracking metrics for various departments scope, creating detailed implementation execution plans with relevant leaders, and ensuring successful, on-time completion. They provide regular status updates through reports and meetings, lead high-level internal steering committee meetings, and act as a point of contact for transformation activities.Responsibilities:
- Create and manage detailed project plans for the active efficiency programs.
- Manage and coordinate internal CW, client, and third-party resources for projectworkstreams.
- 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.
- Fluent in Technical skills in JIRA, Excel, and Powerpoint.
- Sr black belt Or Sr PM, Who can collaborate and drive enterprise initiate in India
- Implementing large scale programs (multi-location settings a plus).
- Project manage in a matrix reporting environment.
- 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 knowledge.
- Exposure to investment accounting, reporting and analytics software solutions.
- Proven track record of delivering projects or workstreams for external clients.
- Expert Technical skills in project management tools.
- Familiarity with Software-as-a-Service (SaaS) platforms and Fintech solutions.
- Background in Investment Accounting either on the job or via a qualification such as ACCA will be considered as an added advantage. 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.
- Bachelor’s & master's in finance or accounting.
- 10+ years’ relevant experience as Programme Manager/Senior Analyst/Workstream Lead/Team Lead.
- Financial Services Experience (Investment, Banking, Insurance, FinTech, etc).
- Consulting experience.
- Securities or financial markets experience.
- Proven experience implementing software solutions in Asset Management and/or Insurance space.
Top Skills
Excel
Fintech Software Solutions
Investment Accounting Software
JIRA
PowerPoint
SaaS
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