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Clearwater Analytics

Cloud-based investment accounting and analytics platform

Implementations Team Lead

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeFrankfurt, GermanyNo salary listedIn-person

About the Job

Requirements

  • Fluency in German and English, written and spoken, is essential for engaging with the DACH client base.
  • A Bachelor's degree in Accounting, Finance, Business, Mathematics, Sciences, or a related field is required.
  • At least 7 years of directly applicable project delivery experience in the finance or fintech industry is required.
  • At least 2 years of demonstrated success in a people manager role is required.
  • Previous experience in project delivery or project management, working directly with external clients from initiation through completion, is required.
  • Experience delivering measurable key performance indicators on a weekly and monthly basis is required.
  • Knowledge of securities and financial markets is required.
  • Confidence communicating clearly and concisely in written and verbal contexts, including small and large group settings, for internal and client-facing audiences, is required.
  • Strong Microsoft Excel skills, including VLOOKUP, SUMIF, PivotTables, and Visual Basic for Applications, and proficiency in Microsoft Office are required.
  • Excellent attention to detail, strong documentation skills, and outstanding organisational abilities are required.
  • An exceptional problem-solving mindset and the ability to remain calm under pressure are required.

Responsibilities

  • Lead, mentor, train, develop, and retain a team of Implementation and Delivery professionals, allocate work, and ensure quality client onboarding.
  • Act as a sponsor for client onboardings and play a hands-on role in their successful delivery.
  • Own the preparation and delivery of regular one-on-ones and biannual performance reviews, and identify and facilitate learning and career growth opportunities for the team.
  • Identify improvement opportunities and initiate solutions within the role and across the wider team.
  • Apply Clearwater Way methodologies for client onboarding, including alignment with the Clearwater Client Engagement Model.
  • Design, implement, and track quantitative and qualitative metrics measuring project, people, and process success, including client satisfaction, time-to-value, go-live service-level agreement adherence, retention, gross margin, automation improvements, and employee attrition.
  • Lead Steering Committees and client implementation reviews, and act as an escalation point for onboarding issues.
  • Partner with product management and development teams to build a differentiated implementation offering, improve operational tooling, support sales efforts, and develop repeatable, scalable onboarding processes.
  • Ensure a seamless transition for newly onboarded clients into steady-state client servicing operations.
  • Manage both people and projects while balancing team development with delivery execution.
  • Coordinate operational teams across different time zones within a global framework.
  • Use Salesforce, Workday, and Power BI to monitor and drive team performance.

Desired Qualifications

  • Knowledge of investment accounting or investment operations solutions.
  • Exposure to derivatives, fixed income, structured products, or alternative investments.

About the Company

Clearwater Analytics

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.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Boise, ID
Founded
2004

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