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Lead and manage a team of implementation analysts to onboard new clients, ensure quality delivery, drive process improvements, and coordinate handovers between Sales, Global Delivery, and Operations. Apply accounting and securities domain expertise for complex instruments, oversee data migration, reporting and reconciliations, and use project management tools to track schedules and performance.

Serve as a domain SME for client implementations of Clearwater's SaaS platform, onboarding clients, applying investment accounting and regulatory knowledge (e.g., Solvency II), collaborating with development and delivery teams to improve product and processes, building user stories, creating training and SOPs, handling investment/financial statement reporting, and acting as a trusted client advisor.

Lead onboarding and implementation workstreams for clients on Clearwater's SaaS platform. Assess requirements, customize solutions for accounting, risk, and reporting needs, provide client training, resolve implementation issues, manage stakeholder relationships, document processes, and drive continuous improvements.

Lead Implementation Associate manages onboarding of new clients to a SaaS platform, leads implementation workstreams, provides training, troubleshoots issues, communicates status and risks, documents processes, and drives continuous improvement while collaborating with clients and internal stakeholders.

Own and govern the end-to-end sales and customer-facing content program: define taxonomy and standards, manage content lifecycle and quality, enable GTM launches, improve content findability using platforms and AI, track usage and gaps, and coordinate cross-functional content creation and updates.

Perform FP&A for a SaaS company by building/maintaining complex financial models, analyzing SaaS KPIs (ARR, MRR, churn), driving budgeting/forecasting and variance analysis, preparing reports and dashboards, advising cross-functional teams, and improving financial systems and processes.

Load, validate, normalize, reconcile, and report client investment data using Excel, SQL, VBA, and Python. Work with development teams to automate and improve onboarding, apply accounting and securities knowledge, lead improvements, and coordinate complex activities within an agile environment.

Perform client investment reconciliation during onboarding, design automated workflows, normalize and validate third-party and custody data, monitor discrepancies, and communicate progress and risks while applying investment accounting knowledge to scale processes.

The Program Manager coordinates project implementation, manages internal and external resources, oversees budgets, conducts status meetings, and serves as a relationship manager for client inquiries.

The FX Quantitative Developer is responsible for developing pricing libraries, supporting FX product frameworks, and collaborating with clients to enhance risk and valuation models.