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.
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/quotas
- Relevant experience in Insurance, Investment Management, FinTech, Investment Accounting, or Investment Operations
- Bachelor's/Masters Degree in business, finance, accounting and/or relevant area of focus
- 5+ years of relevant experience
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Retirement Support — A 401(k) plan with company match and immediate vesting is consistently included. This supports long‑term savings without waiting periods.
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Leave & Time Off Breadth — PTO and holidays are immediately eligible, with flexible time off, volunteer time off, and parental leave available. Some roles also feature work‑from‑anywhere weeks and periodic remote flexibility.
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Equity Value & Accessibility — RSUs and an employee stock purchase plan are listed in many postings alongside core benefits. This provides additional ownership opportunities beyond salary and bonus.
Clearwater Analytics (CWAN) Insights
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.
