Solutions Consultant - Insurance Risk, Vertriebsberater

Clearwater Analytics; Frankfurt; On-site; EUR 90,000 - 140,000; Full time

Job summary

Clearwater Analytics seeks a Senior Solutions Consultant for the EMEA Insurance sales team focused on the DACH markets. You will craft formal documentation, support guidelines, and help write sales materials to communicate Clearwater's value.

In this role you’ll understand client infrastructure, align Clearwater solutions to their needs, and collaborate with product and client services to deliver tailored, compliant outcomes for leading insurers.

Qualifications

• Experience in risk controlling or middle office in insurance or consulting.
• Bachelor's degree in accounting, finance, or related discipline.
• 5+ years in asset management, insurance, fintech, investment accounting, or investment operations.
• Fluent in German and English.

Responsibilities

• Understand prospective clients' infrastructure and requirements to show Clearwater's value.
• Develop a deep understanding of Clearwater's product.
• Assist with prospect RFPs organization and delegation.
• Convey Clearwater's core value proposition through written and oral demonstrations.
• Demonstrate CWAN solution for insurance investment management and risk practices.
• Collaborate to provide product and market feedback to internal teams.
• Coordinate resources across Clearwater to support sales efforts.

Skills

EU stress test specs

RIMS-CRMP prep

ERM for decisions

SII/SCR/ORSA/ALM

Sustainable Value & asset valuation

German & English fluency

Education

Bachelor's degree in Accounting/Finance

Job description

Clearwater Analytics is a global SaaS solution for automated investment data aggregation, reconciliation, risk, performance, accounting, and reporting. Clearwater helps thousands of organisations 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.

Job Description:

We are looking for a Senior Solutions Consultant to join our EMEA Insurance sales team focused on the DACH markets. As a Solutions Consultant you will assist and facilitate key deliverables utilized within the sales process with a focus on writing and creating formal documentation for Clearwater, including adherence and support of guidelines for the Sales Team.

You will contribute to and develop sales resources as needed, looking for ways to proactively add value to the Clearwater sales offering. You will work with prospective clients to identify pain points in their current operating model and fully understand how the Clearwater solution solves problems and adds value to their operations.

The ideal candidate is adept at solving problems and seeks to develop new skills over time. This creative, self-starting candidate should have the ability to work well with, and gain the respect of both, internal colleagues and external prospects while leveraging technical knowledge and skills to solve complex problems and create solutions.

Responsibilities:

• Work with prospective clients to understand their current infrastructure, business requirements, subsequent challenges and how their operations will be enhanced by utilizing the Clearwater solution
• Develop a deep understanding of Clearwater's product
• Assist in the successful completion, organization and delegation for prospect RFPs
• Effectively communicate Clearwater's core value proposition through written and oral demonstration
• Apply deep domain expertise to evaluate requirements and demonstrate CWAN's solution to meet a wide range of insurance investment management requirements for Clearwater's largest clients and be able to talk the language of insurance risk experts
• Capable of solving complex and abstract problems
• Assist with critical research and preparation for sales visits
• Provide relevant product and market feedback to Clearwater's product management, development, global delivery and client services teams
• Collaboratively organize resources across Clearwater to support sales efforts

Required Skills:

• Knowledge in :
• EU-wide stress test technical specs (for methods and disclosures)
• RIMS-CRMP prep, Risk appetite & tolerance, ERM for strategic decisions.
• SII/SCR/ORSA/ALM
• Sustainable Value (BZLW) & asset valuation of regional specific assets (Mortgage Bonds, SSDs etc.)
• Bonus:
• German GAAP (HGB) and German local regulatory reporting
• Knowledge of: Securities or financial markets, especially derivatives, alternatives, structured products, and/or fixed income
• Good understanding of the financial Instruments specific in the DACH-region (e.g. Schuldscheindarlehen, Namensschuldverschreibung, Inhaberschuldverschreibung, Vorkäufe/ preemptive), assets with pre-payments (mortgage bonds etc.)
• Understanding of challenges in the industry (reporting, accounting, data...)
• Ability to concisely convey information through verbal and written communication.
• Dynamic problem-solving skills, and an innate sense of curiosity with motivation to continually learn and solve problems for our clients.
• Excellent organizational and interpersonal skills
• Fluency in German and English

Education and Experience:

• Practitioner who worked in the risk controlling / middle office space of an insurance firm or consulting practice
• Bachelor's degree in Accounting, Finance, or related discipline
• 5+ years' relevant experience in any of the following: Asset Management, Insurance, FinTech, Investment Accounting, or Investment Operations