Project Manager - Client Onboarding

The Project Manager is responsible for identifying and finalizing project/implementation scope. Develop detailed implementation plans including internal, client and third-party resourcing. Manages and coordinates with internal, client and third-party resources to ensure a successful, on-time quality implementation per plan. Generates weekly status reports, holds weekly status meetings with clients and project team. Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management. Serves as a trusted project manager responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team. Possess the ability to seek out, recommend, and implement continuous service improvements within the project timeline (and future projects). Leads the transition from Sales team to Global Delivery team pre-project kick-off and from Global Delivery to Client Services upon implementation. 

Responsibilities:  

• Identifies and finalizes project/implementation scope.  

• Develops detailed implementation plans including internal client and third-party resourcing. 

• Manages and coordinates with internal, client and third-party resources to ensure a successful, on time and with quality implementation per plan.  

• Generates weekly status reports, holds weekly status meetings with clients and project team.

• Seek out, recommend, and implement continuous process and onboarding improvements. 

• Serves as a trusted stakeholder responsible for ensuring timely, accurate, and thorough responses to all client inquiries and a successful transition to the steady-state servicing team.  

• Be the bridge between various business stakeholders including Client Servicing team, Sales team, and Development team. 

• Ability to run multiple simultaneous implementations with minimal oversight. 

Required Skills:  

• Basic Technical skills in JIRA, Excel, to Smartsheet and Salesforce

• Project manage in a matrix reporting environment. 

• Familiarity with Software-as-a-Service (SaaS) platforms and delivery model 

• 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: 

• Bachelor’s and/or master's in finance or accounting. 

• 2+ years of relevant project management and implementation experience working with external clients.  

• Consulting experience is plus 

• Project management certification is plus

Salary Range

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.