Clearwater Analytics

Sr. Solutions Consultant

Clearwater Analytics • $90K — $130K *
New York, NY 10025In-Person
Finance & Insurance
Less than 5 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • Proven record of exceeding goals/quotas.
  • Experience in Insurance, Investment Management, FinTech, Investment Accounting, or Investment Operations.
  • Strong data analysis and documentation skills.
  • Proficient in Microsoft Office and strong computer skills.
  • Outstanding verbal and written communication skills.
  • Strong organizational and interpersonal skills.
  • Exceptional problem-solving abilities.

Responsibilities

  • Win new business to meet sales quotas.
  • Develop compelling proposals and RFP responses.
  • Understand clients' systems and challenges for enhanced operations.
  • Document solution requirements and client processes for implementation.
  • Provide product and market feedback to internal teams.
  • Conduct research and prepare for sales visits.

Benefits

  • Opportunities for continuous learning and professional development.
  • Being part of a dynamic sales team focused on operational excellence.
  • Engagement in problem-solving in various financial operations.
  • Access to industry-leading software solutions.
  • Collaborative work environment with direct client interaction.
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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