Solutions Consultant, Alternative Assets

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

Benefits offered by this job

Health/vision/dental insurance

401(k)

PTO

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 and demonstrating how the Clearwater solution enhances operations. As a sales team member, you will act as a subject matter expert in finance, accounting, and technology.

You will help win new business, tailor proposals, understand client systems, document requirements for implementation, and provide feedback to product teams.

Qualifications

• 5+ years of relevant experience.
• Proven success in meeting or exceeding quotas.
• Experience in Insurance, Investment Management, FinTech, Investment Accounting, or Investment Operations.
• Strong data analysis, communication, and documentation skills.
• Proficiency with Microsoft Office.
• Bachelor’s/Masters in business/finance/accounting.

Responsibilities

• Win new business to meet team sales quotas.
• Assist in proposals and RFP responses.
• Understand client systems and processes to show Clearwater benefits.
• Document requirements for implementation and customer delight.
• Provide product/market feedback to Clearwater’s product management, development, global delivery, and client services teams.
• Prepare for sales visits.

Education

Bachelor’s/Masters 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

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.

Benefits

• health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits.

Equal Opportunity

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.

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.

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification.