The Program Manager leads project scope, develops implementation plans, coordinates resources, manages budgets, and serves as a primary contact for clients.
The Global Delivery, Client Onboarding team is spread across three verticals (PMS, OEMS, and Managed Services Implementation) and is responsible for ensuring a smooth and efficient onboarding process for new clients. These teams act as the face of Clearwater - Enfusion to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for internal teams including Product, Technology, and Account Management.General Responsibilities:
- Support new client implementations and serve as the first point of contact for new clients regarding platform customization, Q&A and workflow consulting.
- Support internal stakeholders to review project progress and task-level status.
- Liaise with internal production teams to support Data migration, Interfaces, Trading workflows, troubleshoot P&L and accounting issues.
- Identify opportunities for process improvement and documentation in the Implementation workflow and other internal processes.
- A client-service mentality and collaborative work style
- Strong client-facing communication and analytical skills are paramount.
- Solid project management / milestone / dependency tracking experience with an ability to identify and escalate project risks
- An understanding of Finance, Investment or Hedge Funds, front to back-office workflows.
- A strong understanding of a variety of financial products and derivatives (Equities, Options, Futures, FX, Fixed Income, CDS, IRS, etc.).
- Ability to handle and prioritize multiple projects and work independently
- Excellent verbal and written communication skills
- Bachelor’s degree or above in Finance, Maths, Engineering or Computer Science is strongly preferred.
- Up to 3 years experience in relevant area of specialization is a plus
- Fresh Graduates are welcome.
Similar Jobs at Clearwater Analytics (CWAN)
Fintech • Software • Financial Services
Partner with prospects and clients to diagnose operational pain points, demonstrate Clearwater solutions, generate proposals and RFP responses, document requirements, support implementation planning, and help the sales team win new business while providing product and market feedback.
Top Skills:
MS Office
Fintech • Software • Financial Services
Lead and manage a client servicing team to ensure high-quality client delivery, coach and develop staff, own performance reviews, design and track success metrics (NPS, CSAT, SLA, retention), handle escalations, support client relationship reviews, optimize processes with cross-functional teams, and onboard new clients. Use tooling such as Salesforce, Workday, and Power BI to monitor team performance.
Top Skills:
ExcelMS OfficePower BISalesforceVBAWorkday
Fintech • Software • Financial Services
Manages client relationships and ongoing service delivery for investment reporting and portfolio accounting clients. Oversees daily reporting support, service quality, SLAs, incident resolution, client health reporting, engagement meetings, platform adoption, and client training. Advises clients on product enhancements and operational best practices, develops executive relationships, supports business growth, and mentors analysts. Requires financial services and investment accounting knowledge, strong communication, organization, documentation, and problem-solving skills.
Top Skills:
ClearwaterMS Office
What you need to know about the Montreal Tech Scene
With roots dating back to 1642, Montreal is often recognized for its French-inspired architecture and cobblestone streets lined with traditional shops and cafés. But what truly sets the city apart is how it blends its rich tradition with a modern edge, reflected in its evolving skyline and fast-growing tech industry. According to economic promotion agency Montréal International, the city ranks among the top in North America to invest in artificial intelligence, making it le spot idéal for job seekers who want the best of both worlds.
Key Facts About Montreal Tech
- Number of Tech Workers: 255,000+ (2024, Tourisme Montréal)
- Major Tech Employers: SAP, Google, Microsoft, Cisco
- Key Industries: Artificial intelligence, machine learning, cybersecurity, cloud computing, web development
- Funding Landscape: $1.47 billion in venture capital funding in 2024 (BetaKit)
- Notable Investors: CIBC Innovation Banking, BDC Capital, Investissement Québec, Fonds de solidarité FTQ
- Research Centers and Universities: McGill University, Université de Montréal, Concordia University, Mila Quebec, ÉTS Montréal
