Solutions Consultant, FinTech & Investment Ops

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

Job summary

Clearwater Analytics’ Solutions Consultant role in New York collaborates with prospects and clients to map current processes to Clearwater solutions. You’ll help craft proposals, respond to RFPs, and articulate how the platform adds value to finance, accounting and technology teams.

The position emphasizes achieving quarterly quotas, sharp data analysis, and strong communication. A related degree and 1+ year experience are expected, with competitive benefits and a clear growth path in a dynamic

Qualifications

• Bachelor’s or Master’s degree in business, finance, or accounting.
• 1+ years relevant experience in Solutions Consulting or related field.
• Finance/accounting/tech background preferred.

Responsibilities

• Win new business to meet team sales quotas.
• Assist in developing compelling proposals and RFP responses.
• Understand clients' current systems and processes; define requirements and challenges to show Clearwater value.
• Document solution requirements and client processes for successful implementation and customer delight.
• Provide product and market feedback to Clearwater’s teams.
• Assist with research and preparation for sales visits.

Skills

Quota attainment

Industry experience

Data analysis

MS Office

Attention to detail

Documentation

Communication skills

Organizational skills

Problem solving

Education

Bachelor/Master’s in business

Job description

Clearwater Analytics’ Solutions Consultant role in New York collaborates with prospects and clients to map current processes to Clearwater solutions. You’ll help craft proposals, respond to RFPs, and articulate how the platform adds value to finance, accounting and technology teams.

The position emphasizes achieving quarterly quotas, sharp data analysis, and strong communication. A related degree and 1+ year experience are expected, with competitive benefits and a clear growth path in a dynamic