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The Role
Partner with prospects and clients to diagnose operational pain points, demonstrate Clearwater solutions, generate proposals and RFP responses, document requirements, support implementation planning, and help the sales team win new business while providing product and market feedback.
Summary Generated by Built In
The Team:The Revenue Department is critical to Clearwater overall growth. Spread across five verticals, including Operations, New Sales, Solutions Engineering, Sales Development, and Partnerships, Clearwater Revenue is instrumental in broadening our existing footprint by delivering on strategic business initiatives.The Role:The primary goal of the Solutions Engineer is to demonstrate Clearwater product capabilities to the fullest extent. You will act as the ‘trusted advisor’ and a consultative resource to both internal (e.g. Sales, Product, Account Management, etc.) and external stakeholders, assisting in driving new business from prospective and existing customer accounts, as well as meeting and/or exceeding all sales quotas to achieve revenue goals.This is an exciting opportunity to join a fast-growing team with proven success!What You’ll Do:
- Act as the primary technical point of contact for key stakeholders within institutional asset managers and asset owner prospective clients.
- Lead technical discovery sessions with prospective clients. Understand & document existing operating models, key business requirements and pain points.
- Evaluate customer business and technical needs with a consultative approach, collaborate with sales on the sales strategy, and prepare and deliver high quality, ‘solution-led’ demonstrations and conversations to business and technical stakeholders from prospective firms.
- Field product requirements from prospective customers and interact with the product team when gaps exist
- Collaborate with the deal team to develop a competitive strategy to win the deal.
- Understand the competitive landscape and key differentiators of the Clearwater platform across the multiple lines of businesses Clearwater caters to.
- Continuously evolve domain expertise with respect to all current developments and enhancements to the Clearwater platform (SaaS and Managed Services).
- Prepare high-quality responses to RFI/Ps.
- Display strong technical acumen with an ability to confer with customers and assess their requirements.
- Effectively handle potential client objections and be able to adapt the demonstration of functional product capabilities to meet clients’ needs.
- Build trusted relationships with key internal & external stakeholders from procurement through delivery by demonstrating the benefits and value proposition of the Clearwater platform.
- Use quantifiable metrics to help potential or existing clients with a reduction in cost / time, and-or an improvement in scales and effectiveness by identifying and resolving for business operation pain-points.
- 7+ years experience in a sales engineering or implementation role focused on front-office technology (OMS, PMS) serving traditional asset managers and asset owners.
- Experience in complex, Enterprise sales in FinTech space (Enterprise solutions and services to the front, middle and back offices of Traditional Asset Managers & Asset Owners)
- Strong understanding of traditional asset manager and asset owner operating models, the investment management lifecycle and vendor landscape.
- Excellent communication, presentation and collaboration skills.
- Experience with RFI/RFP processes.
- Willingness to travel onsite to meet with prospects and clients.
Skills Required
- 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
- Bachelor's or Master's degree in business, finance, accounting or related field
- 1+ years of relevant experience
What the Team is Saying
Dan
Chief Revenue Officer
Andrew
Client Services Regional Lead
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Cynthia
Global Head of Quality Assurance
Liz
OEMS Product Owner
Alok
Vice President, Head of Client Enablement - Americas
Dori
Senior Vice President, Business Development
Ahmad
Associate Vice President, OEMS Business Analyst
Clearwater Analytics (CWAN)
Souvik Das
Chief Technology Officer
Sandeep Sahai
CEO
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Retirement Support — A 401(k) plan with employer matching (commonly up to 4%) and references to immediate or Safe Harbor vesting indicate solid long‑term savings support. This combination is highlighted across employer materials and job postings.
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Leave & Time Off Breadth — Immediate eligibility for PTO, paid holidays, and volunteer time off is noted, alongside paid maternity and paternity leave. This breadth suggests a well-rounded time‑off framework from day one.
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Parental & Family Support — Paid parental leave is complemented by childcare benefits, a Dependent Care FSA, and amenities such as an onsite Mother’s Room. These provisions point to tangible support for families.
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The Company
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.
Typical time on-site:
Flexible
