Job Summary:
The Implementation Team Lead oversees a high-performing team of analysts and subject matter experts dedicated to supporting the onboarding of new Clearwater clients. They handle performance management, identify learning opportunities, and serve as an escalation point for important inquiries. Leveraging their expertise in complex financial instruments and accounting, they apply domain knowledge to ensure successful client onboarding. Additionally, they play a crucial role in facilitating knowledge transfer and seamless handovers between Sales, Global Delivery, and steady-state Operations teams.
Responsibilities:
Lead, mentor, train, and retain a substantial team.
Identify improvement opportunities and drive solutions across Global Delivery teams.
Direct subordinates, applying rules, policies, and management oversight.
Errors in decision-making or failure to achieve results can lead to schedule delays.
Frequently interact with subordinates and functional peer groups, requiring cooperation and technical presentations on topics such as projects and schedules.
Supervise professional, skilled, and support individual contributors directly.
Operate within a global framework, coordinating operational teams across diverse time zones.
Demonstrate effective management of both people and projects.
Required skills:
They must possess a strong foundation in accounting knowledge.
Advanced Technical Skills in Strategic tools (Clarizen, Salesforce, Insight Squared, Paylocity).
Advanced Technical Skills in MS Office Suite, Tools and technologies associated with team responsibilities (e.g., Data Migration, Reporting, Reconciliation).
Securities and financial markets knowledge.
Familiarity with accounting and reporting for fixed income, structured products, and/or derivatives.
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:
Certified Bachelors/Masters course in Finance or Accounting.
4+ years of relevant experience leading and managing Implementation teams.
Experience with Project Management tools.
Experience with MS SQL or similar relational databases.
Top Skills
What the Team is Saying
What We Do
Enfusion, a Clearwater Analytics company (NYSE: CWAN), helps investment managers solve their most pressing challenges by approaching innovation from a fundamentally different perspective. Our cloud-native, multi-tenant architecture powers continuous innovation, non-disruptive upgrades, and unmatched speed to market for institutional investors. We empower them to see clearly—so they can act with confidence.
From hedge funds to asset managers, we support firms in streamlining operations and scaling efficiently, so they can remain focused on performance and strategy. Our global team supports over 14,500 investment managers across nine global offices on four continents.
Follow Clearwater (https://builtin.com/company/clearwater-analytics) to stay informed on how we’re driving the future of investment technology—together.
Why Work With Us
Enfusion is your opportunity to pursue your passion, showcase and further develop your skills, and launch a meaningful and rewarding career. Our environment is collaborative and entrepreneurial. We’re self-starters who work together to solve challenges and propel our mission forward. Enfusion is where your future meets the future of finance.
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Enfusion, a Clearwater Analytics company Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
