Job Summary:
The Sr 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/Enfusion solution effectively resolves issues and enhances the overall value of their operations. As an integral member of the sales team, the Sr Solutions Consultant serves as a subject matter expert on the Clearwater/Enfusion Solution, harnessing their profound expertise in hedge fund technology, competitive landscape, and industry best practices.
Responsibilities:
- Win new business to meet team sales quotas.
- Work closely with the Sales team to go through the discovery process and qualify deals
- Lead demos to showcase the value prop, benefits, and functionality of the system
- Work with prospective clients to understand their current systems, processes, business requirements, pain points, and how their operations will be enhanced by utilizing the Clearwater solution.
- Own the RFP/RFI process for prospective clients from start to finish
- 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.
- Travel for in-person demonstrations will be required as well as virtual demonstrations.
Required Skills:
- Proven record of exceeding goals/quotas.
- Relevant experience in Hedge Funds, Investment Management, OMS/PMS, Market Data, and/or Investment Operations/Accounting.
- Commitment to agility, continuous learning, improvement, and operational excellence.
- Strong product demonstration skills.
- 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 in a Pre-Sales or Onboarding role at a financial technology firm
Salary Range
$120,000.00 - $168,000.00 USD annual salary, plus bonus plan and RSUs.
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
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Retirement Support — A company 401(k) match with immediate vesting is consistently included alongside tax‑advantaged accounts. This indicates reliable long‑term savings support as part of the package.
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Equity Value & Accessibility — Equity participation is available through an employee stock purchase plan, with RSUs included for some roles. This adds ownership potential beyond base pay and bonus.
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Leave & Time Off Breadth — Paid time off is available from day one with a baseline around three weeks, plus company holidays and volunteer time. Flexible elements like work‑from‑home Fridays and limited “work from anywhere” periods broaden practical time‑off utility.
Clearwater Analytics (CWAN) Insights
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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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Employees engage in a combination of remote and on-site work.
