Senior Program Manager – Product PMO

Clearwater Analytics

. Identify and finalize project/implementation scope .

Posted 11/10/2026full-timeUnited StatesSenior💰 $102,000 - $144,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in project management and implementation within the financial services sector, with a strong focus on client relationship management and team leadership. Proficient in managing multiple projects simultaneously while ensuring quality and timely delivery.

Highest-signal resume keywords

Project Management ExperienceImplementation Experience in Asset ManagementExpert Technical Skills in JIRAFinancial Services ExperienceTeam Management Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementImplementation PlanningBudget ManagementInvestment Accounting KnowledgeSoftware ImplementationSaaS FamiliarityDocumentation SkillsStatus ReportingResource CoordinationContinuous Service Improvement

Soft Skills

Communication SkillsOrganizational SkillsInterpersonal SkillsAttention to DetailProblem-Solving Abilities

Tools & Technologies

JIRAExcelClarizenSalesforceMicrosoft Office

Industry Keywords

Financial ServicesInvestmentBankingInsuranceFinTechMarket DataConsultingSecuritiesClient ServicingMatrix Reporting

About the role

Key responsibilities & impact

Identify and finalize project/implementation scope
Develop detailed implementation plans including internal, client and third-party resourcing
Manage and coordinate internal, client and third-party resources to ensure successful, on-time, quality implementation
Generate weekly status reports and hold weekly status meetings with clients and project teams
Schedule and lead steering committee meetings with C-level client decision makers and Clearwater senior management
Manage and report on implementation budgets
Seek out, recommend, and implement continuous service improvements
Serve as a trusted relationship manager, ensuring timely, accurate, and thorough responses to client inquiries and successful transition to the steady-state servicing team
Bridge Client Servicing, Sales, and Development teams
Run multiple simultaneous implementations with minimal oversight
Lead transitions from Sales to Global Delivery before project kick-off and from Global Delivery to Client Services upon implementation

Requirements

What you’ll need

Bachelor’s and/or master's in finance or accounting
7+ years of relevant project management and implementation experience working with external clients
Proven experience implementing software solutions within Asset Management, Market Data and/or Insurance space
Consulting experience
Securities or financial markets experience
Experience of managing a team essential (7-15 people)
Expert technical skills in JIRA, Excel, Clarizen and Salesforce
Financial Services Experience (Investment, Banking, Insurance, FinTech, etc.)
Project management experience in a matrix reporting environment
Investment accounting and reporting knowledge
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

Benefits

Comp & perks

health/vision/dental insurance
401(k)
PTO
parental leave
medical leave
STD/LTD insurance benefits