Solutions Consultant — Alternative Investments

Clearwater Analytics (CWAN)

Boise (ID)

On-site

USD 89,000 - 115,000

Full time

14 days+
Application generator

Don’t send a generic resume — generate a resume and cover letter tailored to this exact role.

Get past ATS filters

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

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.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Solutions Consultant: FinTech & Finance Ops Expert
Solutions Consultant: FinTech & Finance Ops Expert

Clearwater Analytics • New York (NY)

On-site
USD 88,000 - 116,000
Health insurance
401(k)
PTO
+3
Solutions Consultant, Alternative Assets
Solutions Consultant, Alternative Assets

Clearwater Analytics • New York (NY)

On-site
USD 88,000 - 116,000
Health insurance
401(k)
PTO
+3
Solutions Consultant, Alternative Assets
Solutions Consultant, Alternative Assets

Clearwater Analytics (CWAN) • Boise (ID)

On-site
USD 89,000 - 115,000
Health/vision/dental insurance
401(k)
PTO
+3
Senior Investment Accounting SME & Client Solutions
Senior Investment Accounting SME & Client Solutions

Clearwater Analytics • Boise (ID), Northern (KY)

Hybrid
USD 100,000 - 150,000
Client Onboarding & Solutions Specialist
Client Onboarding & Solutions Specialist

Clearwater Analytics, LLC • Boise (ID)

On-site
USD 65,000 - 90,000
Implementation Analyst
Implementation Analyst

Clearwater Analytics, LLC • Boise (ID)

On-site
USD 65,000 - 90,000
SaaS Implementation & Client Success Analyst
SaaS Implementation & Client Success Analyst

Clearwater Analytics • Boise (ID)

On-site
USD 60,000 - 90,000
Enterprise Sales Leader - Asset Management (SaaS)
Enterprise Sales Leader - Asset Management (SaaS)

Clearwater Analytics, LLC • New York (NY)

Hybrid
USD 102,000 - 144,000
Health insurance
Dental insurance
Vision insurance
+5
Client Service Analyst
Client Service Analyst

Clearwater Analytics, LLC • Boise (ID)

On-site
USD 65,000 - 85,000
Senior Investment Analytics & BI Lead
Senior Investment Analytics & BI Lead

Clearwater Analytics • Chicago (IL)

On-site
USD 95,000 - 135,000