Solutions Consultant

Clearwater Analytics, LLC; Boise (ID); On-site; USD 90,000 - 130,000; Full time

Job summary

Clearwater Analytics, LLC is seeking a Solutions Consultant to collaborate with prospects and clients, showcasing how Clearwater’s cloud-native platform resolves pain points and enhances operational value.

You will leverage your finance, accounting, and technology expertise to support clients, contribute to sales initiatives, and ensure successful implementations. This role emphasizes strong communication, data analysis, and cross-functional collaboration.

Qualifications

• Bachelor’s or master’s degree in business, finance, accounting or related field.
• 1+ years of relevant experience in sales support, consulting, or similar role.
• Experience working in Insurance, Investment Management, FinTech, or Investment Operations is a plus.

Responsibilities

• Win new business to meet team sales quotas.
• Assist in developing compelling proposals and RFP responses.
• Work with prospective clients to understand current systems and processes and how Clearwater adds value.
• Document solution requirements and client processes to ensure successful implementation.

Skills

Quota attainment

Data analysis

MS Office

Communication skills

Attention to detail

Documentation

Organizational skills

Problem solving

Education

Bachelor’s/Masters in business

Accounting

Tools

CRM software

Excel

PowerPoint

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

Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

Equal Opportunity Statement

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.