Prism Team Lead
Clearwater Analytics
Prism Team Lead
Clearwater Analytics
Cloud-based investment accounting and analytics platform
Job Summary:
The Team Lead leads a technically sophisticated team responsible for delivering Clearwater’s Prism product to clients.
They handle performance management, identify learning opportunities, and serve as an escalation point for important inquiries. They apply domain knowledge to ensure successful client delivery of Prism solutions, playing a crucial player/coach role.
This role sits at the intersection of client reporting, data engineering, and people management. The ideal candidate thrives in ambiguous, fast-evolving product environments, brings hands-on technical depth in data pipelines and client reporting, and has a proven track record of leading cross-functional, globally distributed teams.
Responsibilities:
Leads, mentors, trains and retains a team of analysts and delivery specialists.
Owns end-to-end delivery of Prism implementations, ensuring quality, timeliness, and client satisfaction
Partners with Sales to scope, support, and close new Prism opportunities
Manages team performance through regular 1-on-1s, goal setting, and career development
Establishes and monitors project and delivery metrics; implements process improvements to reduce client escalation frequency
Identify improvement opportunities and drive solutions across the Prism team
Operate within a global framework
Demonstrate effective management of both people and projects.
Required skills:
Deep understanding of data pipeline design, data ingestion, and data normalization
Proficiency in SQL and query development for reporting and data analysis
Experience with client reporting platforms and building production-grade reports
Strong client-facing communication skills, including comfort managing escalations at senior levels
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.
Education and Experience:
4+ years of relevant experience
For internal candidates, people management experience is not-essential.
Cloud-based investment accounting and analytics platform
Clearwater Analytics provides a cloud-native SaaS platform for investment accounting, reporting, and analytics used by institutional investors worldwide. The core product is a single-instance, multi-tenant system that ingests data from many sources, reconciles and enriches it, and serves as the single source of truth for client portfolios. It offers integrated modules for investment accounting, performance measurement, regulatory reporting, compliance monitoring, and risk analytics across all asset classes. The company differentiates itself by delivering a unified front-to-back office platform that replaces fragmented legacy systems, and it grows through acquisitions to broaden cross-asset capabilities with a recurring revenue model based on assets under management.
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