Solutions Consultant

Clearwater Analytics; Boise (ID); On-site; USD 89,000 - 115,000; Full time

Job summary

Clearwater Analytics is seeking a Solutions Consultant to collaborate with prospects and clients, applying finance and technology expertise to demonstrate how the Clearwater solution improves operations and value.

As a key member of the sales team, you will support proposals, understand client requirements, and help drive successful implementations and customer delight.

Qualifications

• Bachelor’s or master’s degree in business, finance, accounting, or related area.
• 1+ years of relevant experience in financial services, FinTech, or related fields.
• Proven track record of meeting or exceeding goals and quotas.

Responsibilities

• Win new business to meet team sales quotas.
• Assist in developing compelling proposals and RFP responses.
• Understand client systems and processes to show how Clearwater solution adds value.

Skills

Quota attainment

Data analysis

Verbal and written communication

Organizational skills

Problem solving

Attention to detail

Interpersonal skills

Microsoft Office

Education

Bachelor’s/Masters Degree in business, finance, accounting and/or relevant area of focus

Tools

Microsoft Office

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.

Salary Range

$88,800.00 - $115,200.00

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and 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.