Solutions Consultant

Clearwater Analytics; Boise (ID); On-site; USD 90,000 - 120,000; Full time

Job summary

Clearwater Analytics seeks a Solutions Consultant in Boise, Idaho to collaborate with prospects and clients, addressing pain points and demonstrating how the Clearwater solution drives value and improves operations.

As a key member of the sales team, you will translate business needs into effective demonstrations, assist in proposals, and contribute to winning new business through deep finance, accounting, and technology expertise.

Qualifications

• Bachelor’s or Master’s degree in business, finance, accounting or related field.
• 1+ years of relevant experience.
• Experience in Insurance, Investment Management, FinTech, Investment Accounting, or Investment Operations is preferred.

Responsibilities

• Win new business to meet team sales quotas.
• Assist in the development of compelling proposals and RFP responses.
• Understand clients' current systems, processes, and business requirements.
• Document solution requirements and prospect/client processes for implementation.
• Provide product and market feedback to product management and delivery teams.
• Assist with critical research and preparation for sales visits.

Skills

Quota attainment

Industry experience

Continuous improvement

Data analysis

MS Office

Documentation

Communication

Organization

Problem solving

Education

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

1+ years of relevant experience

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.

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.