Solutions Consultant, Alternative Assets

Clearwater Analytics, LLC; New York (NY); On-site; USD 88,800 - 115,200; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD

Job summary

Clearwater Analytics, LLC is seeking a Solutions Consultant to collaborate with prospects and clients, addressing pain points and showcasing how the Clearwater solution adds value. You will act as a subject matter expert on the Clearwater Solution, leveraging finance, accounting, and technology expertise to support clients.

The role focuses on driving new business, developing proposals, and understanding client needs to ensure successful implementations and customer delight.

Qualifications

• Proven track record of exceeding goals or quotas.
• Experience in Insurance, Investment Management, FinTech, Investment Accounting, or Investment Operations.
• Commitment to agility, continuous learning, improvement and operational excellence.
• Strong data analysis skills.
• Proficient 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.

Responsibilities

• Win new business to meet team sales quotas.
• Assist in developing compelling proposals and RFP responses.
• Work with prospective clients to understand systems, processes and requirements, and how Clearwater will improve operations.
• Document solution requirements and client processes to ensure successful implementation.
• Provide product and market feedback to product management, development, and client services.
• Assist with research and preparation for sales visits.

Skills

Quota achievement

Industry experience

Agility & learning

Data analysis

MS Office

Attention to detail

Communication

Organization & interpersonal

Problem solving

Education

Bachelor’s/Masters in business/finance/accounting

1+ years relevant experience

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 & Experience

• Bachelor’s/Masters Degree in business, finance, accounting and/or relevant area of focus.
• 1+ years of relevant experience.

Compensation & Benefits

Salary Range: $88,800.00 - $115,200.00

Benefits include health, vision, dental insurance; 401(k); PTO; parental leave; medical leave; STD/LTD insurance benefits.

Equal Opportunity Employer

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.