Sr. Solutions Consultant

Clearwater Analytics; Boise (ID); On-site; USD 70,000 - 100,000; Full time

Job summary

The Solutions Consultant at Clearwater Analytics collaborates with prospects and clients to address operational pain points, demonstrating how the Clearwater solution adds value. They serve as a product expert with deep finance/accounting/tech knowledge to drive new business and customer success.

As part of the sales team, this role helps craft proposals, analyzes client needs, and provides feedback to product and service teams to ensure effective implementations and ongoing value realization.

Qualifications

• 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.
• Excellent verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.
• Bachelor’s/Masters Degree in business, finance, accounting and/or relevant area of focus.
• 1+ years of relevant experience.

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.

Skills

Exceeding quotas

Data analysis

Microsoft Office

Attention to detail

Documentation skills

Verbal and written communication

Organizational skills

Problem solving

Interpersonal skills

Education

Bachelor’s/Masters in business, finance, accounting

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 and Experience

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


• 1+ years of relevant experience.

Company Overview

Thank you for your interest in a career with Clearwater! 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. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, you may be just what we're looking for.