Clearwater Analytics

Solutions Consultant

Clearwater Analytics • $80K — $95K *
Boise, ID 83709In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Proven record of exceeding sales goals and quotas
  • Experience in Insurance, Investment Management, FinTech, Investment Accounting, or Investment Operations
  • Commitment to agility and continuous improvement
  • Strong data analysis and problem-solving skills
  • Proficiency in Microsoft Office
  • Excellent attention to detail with strong documentation capabilities
  • Outstanding verbal and written communication skills
  • Strong organizational and interpersonal skills

Responsibilities

  • Win new business to meet team sales quotas
  • Assist in developing proposals and RFPs
  • Understand prospective clients' systems and operational challenges
  • Document solution requirements for implementation success
  • Provide product and market feedback to various teams
  • Conduct research and prepare for sales visits

Benefits

  • Comprehensive training and support
  • Dynamic work environment fostering continuous learning
  • Opportunities for career advancement
  • Collaboration with a strong sales team
  • Access to a diverse client base and industry challenges
Full Job Description
Job Summary:

The Solutions Consultant plays a crucial role in collaborating with prospects and clients to address pain points within their current operational framework. Their primary goal is to secure new business by showcasing how the Clearwater solution effectively resolves issues and enhances the overall value of their operations. As an integral member of the sales team, the Solutions Consultant serves as a subject matter expert on the Clearwater Solution, harnessing their profound expertise in finance, accounting, and/or technology to support clients.

Responsibilities:
  • Win new business to meet team sales quotas.
  • Assist in the development of compelling proposals and RFP responses.
  • Work with prospective clients to understand their current systems, processes, business requirements, subsequent challenges and how their operations will be enhanced by utilizing the Clearwater solution.
  • Document solution requirements and prospect / client processes to ensure successful implementation and customer delight.
  • Provide relevant product and market feedback to Clearwater's product management, development, global delivery, and client services teams.
  • Assist with critical research and preparation for sales visits.

•Required Skills:
  • Proven record of exceeding goals/quotas.
  • Relevant experience in Insurance, Investment Management, FinTech, Investment Accounting, or Investment Operations.
  • Commitment to agility, continuous learning, improvement, and operational excellence.
  • Strong data analysis skills.
  • 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.

Education and Experience:
  • Bachelor's/Masters Degree in business, finance, accounting and/or relevant area of focus.
  • 1+ years of relevant experience.

About Clearwater Analytics

Clearwater Analytics is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting. Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily for our Fortune 500 clients.
Learn more about Clearwater Analytics
Size
1,500 employees
Market Cap
$4.4 billion
Industry
Finance & Insurance
NASDAQ
CWAN
* Ladders Estimates

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