Clearwater Analytics (CWAN) · 15 hours ago
Sr. Program Manager
Office - Boise
Full-time
Onsite
Senior Level
7+ years expClearwater Analytics is seeking a Sr. Program Manager who will be responsible for identifying and finalizing project implementation scope. The role involves developing detailed implementation plans, managing resources, generating status reports, and serving as a trusted relationship manager to ensure successful project delivery.
AccountingAnalyticsData IntegrationInsurTech
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 client and project team
Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior management
Manage and report on budget for implementation
Seek out, recommend, and implement continuous service improvements
Serves as a trusted relationship manager 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
Qualification
Required
Expert Technical skills in JIRA, Excel, Clarizen and Salesforce. Explores, trials, and provides trusted recommendations for the use of other tools and technologies as use cases arise
Financial Services Experience (Investment, Banking, Insurance, FinTech, etc)
Project manage 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
Bachelor's & 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
Company
Clearwater Analytics (CWAN)
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets.
1001-5000 employees
H1B Sponsorship
Clearwater Analytics (CWAN) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (18)
2024 (17)
2023 (15)
2022 (22)
2021 (11)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$1.97B2025-12-21Private Equity
2025-12-21Acquired
2025-05-12Post Ipo Equity· $261.81M
Leadership Team
Sandeep Sahai
CEO
James Cox
Chief Financial Officer
Recent News
Morningstar.com
2026-01-07
Company data provided by crunchbase