Sr. Solutions Consultant

Posted 24 Days Ago
Be an Early Applicant
3 Locations
Hybrid
120K-168K Annually
Senior level
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
Collaborates with prospects and clients to understand operational challenges, document requirements, and demonstrate how Clearwater solutions improve finance, accounting, investment, and operational processes. Supports new business development by contributing to proposals, RFP responses, sales research, and client meetings. Serves as a solution subject matter expert, provides market feedback to internal teams, and helps ensure successful implementation and customer satisfaction.
Summary Generated by Built In

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. 
  • 7+ years of relevant experience. 

Salary Range

$120,000.00 - $168,000.00

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

Skills Required

  • Proven record of exceeding goals or quotas
  • Relevant experience in insurance, investment management, FinTech, investment accounting, or investment operations
  • Strong data analysis skills
  • Strong computer skills, including proficiency in Microsoft Office
  • Excellent attention to detail and 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 a relevant field
  • At least 1 year of relevant experience
  • Commitment to agility, continuous learning, improvement, and operational excellence

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
Clearwater Analytics (CWAN)
Souvik Das
Sandeep Sahai

Clearwater Analytics (CWAN) Compensation & Benefits Highlights

  • Retirement Support — A 401(k) plan with employer matching is highlighted consistently in company materials and benefits summaries. Feedback suggests the match makes retirement savings a clear strength of the package.
  • Flexible Benefits — Hybrid schedules, flexible hours, and short work-from-anywhere allowances are advertised for some roles. Feedback suggests this flexibility adds practical value even when positions are not fully remote.
  • Equity Value & Accessibility — Restricted stock units and an employee stock purchase plan are listed as part of total rewards for eligible roles. Feedback suggests these equity programs can enhance overall compensation when included in an offer.

Clearwater Analytics (CWAN) Insights

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The Company
HQ: Boise, ID
1,100 Employees
Year Founded: 2004

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
HQBoise, ID
Bengaluru, Karnataka
Chicago, IL
Dublin, IE
Hong Kong, 23/F, Man Yee Building
London, GB
Mumbai, Maharashtra
New York, NY
Singapore
Sydney
Learn more

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