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Metro location and general implementation title increase applicants, but niche finance-domain skills moderate competition.
Requires securities, fixed-income and derivatives accounting experience reducing cross-industry transferability.
Mandatory finance-domain knowledge, tooling (Clarizen, Salesforce, SQL), and team leadership create moderate screening.
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Lead and manage a team of up to 5 analysts and subject matter experts focused on onboarding new Clearwater clients.
Oversee performance management, identify team learning opportunities, and act as escalation point for client onboarding issues.
Coordinate knowledge transfers and operational handovers between Sales, Global Delivery, and Operations within a global multi-time zone context.
2+ years experience managing and leading implementation teams.
Bachelor's or Master's degree in a relevant field (certified course).
Proficiency with project management tools (e.g., Clarizen, Salesforce, Insight Squared, Paylocity).
Knowledge of securities, financial markets, fixed income, structured products, derivatives accounting, and reporting.
Experienced in managing cross-functional teams that engage in client onboarding within financial services domain.
Practiced in applying structured client engagement methodologies such as Clearwater Way and familiar with operational handoffs between sales and delivery teams.
Skilled in strategic tools, project management, and database querying (MS SQL or similar) indicating operational and analytical capability at team lead level.