Prism Team Lead

Posted 24 Days Ago
Be an Early Applicant
2 Locations
Hybrid
Mid level
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
Lead and manage a team of analysts and subject matter experts to onboard new clients; oversee performance management, training, escalations, and cross-functional handovers. Apply accounting and securities domain expertise to ensure accurate data migration, reporting, and reconciliations. Drive process improvements, coordinate global delivery across time zones, and manage projects using PM tools and SQL-backed reporting.
Summary Generated by Built In

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.

Skills Required

  • Strong foundation in accounting knowledge
  • Advanced technical skills in Clarizen, Salesforce, InsightSquared, Paylocity
  • Advanced technical skills in MS Office Suite and tools for Data Migration, Reporting, Reconciliation
  • Knowledge of securities and financial markets
  • Familiarity with accounting and reporting for fixed income, structured products, and/or derivatives
  • Proficiency in Microsoft Office (including Excel)
  • 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 or Master's degree in Finance or Accounting
  • 4+ years leading and managing Implementation teams
  • Experience with Project Management tools
  • Experience with MS SQL or similar relational databases

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
Clearwater Analytics (CWAN)
Souvik Das
Sandeep Sahai

Clearwater Analytics (CWAN) Compensation & Benefits Highlights

  • Retirement Support A 401(k) plan with employer matching (commonly up to 4%) and references to immediate or Safe Harbor vesting indicate solid long‑term savings support. This combination is highlighted across employer materials and job postings.
  • Leave & Time Off Breadth Immediate eligibility for PTO, paid holidays, and volunteer time off is noted, alongside paid maternity and paternity leave. This breadth suggests a well-rounded time‑off framework from day one.
  • Parental & Family Support Paid parental leave is complemented by childcare benefits, a Dependent Care FSA, and amenities such as an onsite Mother’s Room. These provisions point to tangible support for families.

Clearwater Analytics (CWAN) Insights

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The Company
HQ: Boise, ID
1,100 Employees
Year Founded: 2004

What We Do

CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.

Why Work With Us

We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices

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Clearwater Analytics (CWAN) Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQBoise, ID
Bengaluru, Karnataka
Chicago, IL
Dublin, IE
Hong Kong, 23/F, Man Yee Building
London, GB
Mumbai, Maharashtra
New York, NY
Singapore
Sydney
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