Solutions Consultant, Alternative Assets

Clearwater Analytics; Boise (ID); On-site; USD 88,800 - 115,200; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

Paid time off

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics is seeking a Solutions Consultant to collaborate with prospects and clients, addressing pain points in their current operational framework and demonstrating how the Clearwater solution delivers measurable value and efficiency improvements.

As a key member of the sales team, you will serve as a subject matter expert on the Clearwater Solution, drawing on your finance, accounting, and technology experience to win new business, guide proposals, and support successful

Qualifications

• 5+ years of relevant experience in finance, operations, or related fields.
• Bachelor’s or Master’s degree in business, finance, accounting, or related field.

Responsibilities

• Win new business to meet team sales quotas.
• Assist in development of proposals and RFP responses.
• Engage with prospective clients to understand systems and requirements.
• Document solution requirements and client processes to ensure successful implementation.
• Provide product and market feedback to product management, development, and delivery teams.
• Assist with research and preparation for sales visits.

Skills

Quota attainment

Industry experience

Data analysis

MS Office

Documentation

Communication

Organization

Problem solving

Education

Bachelor’s or Master’s degree in business/finance/accounting

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.
• 5+ years of relevant experience.

Salary Range

$88,800.00 - $115,200.00

Benefits and EEO Statement

health/vision/dental insurance, 401(k), PTO, parental leave, medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.