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 middle and back office 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 Investment Accounting solutions, 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.
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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.
7+ years experience in solutions consulting required
What the Team is Saying
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What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
