Senior Solutions Consultant - FinTech Sales & Impact

Clearwater Analytics; Boise (ID); On-site; USD 70,000 - 100,000; Full time

Job summary

The Solutions Consultant at Clearwater Analytics collaborates with prospects and clients to address operational pain points, demonstrating how the Clearwater solution adds value. They serve as a product expert with deep finance/accounting/tech knowledge to drive new business and customer success.

As part of the sales team, this role helps craft proposals, analyzes client needs, and provides feedback to product and service teams to ensure effective implementations and ongoing value realization.

Qualifications

• 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.
• Excellent verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.
• Bachelor’s/Masters Degree in business, finance, accounting and/or relevant area of focus.
• 1+ years of relevant experience.

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.

Skills

Exceeding quotas

Data analysis

Microsoft Office

Attention to detail

Documentation skills

Verbal and written communication

Organizational skills

Problem solving

Interpersonal skills

Education

Bachelor’s/Masters in business, finance, accounting

Tools

Microsoft Office

Job description

The Solutions Consultant at Clearwater Analytics collaborates with prospects and clients to address operational pain points, demonstrating how the Clearwater solution adds value. They serve as a product expert with deep finance/accounting/tech knowledge to drive new business and customer success.

As part of the sales team, this role helps craft proposals, analyzes client needs, and provides feedback to product and service teams to ensure effective implementations and ongoing value realization.