Implementation Team Lead

About the role

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.

What you'll do

• Lead, mentor, train, and retain a team of up to 5 members
• Identify improvement opportunities and initiate solutions within the role and team
• Excel in applying Clearwater Way methodologies for client onboarding, including aligning with CW's Client Engagement Model
• Directly interact with subordinates and functional peer groups on a daily basis
• Demonstrate effective management of both people and projects

What you need

• 2–5 years in customer support & success
• Capital markets
• MS Office
• SQL Server
• Salesforce
• Problem solving
• Performance management
• Any graduate