Job Summary:
The Sr. Solutions Consultant, OEMS Specialist will lead the end-to-end pre-sales cycle, providing functional and technical support to prospective and existing clients. Acting as a trusted advisor, this individual will work consultatively with both clients and internal teams to drive new business and support revenue goals. The core focus of the role is to assess client requirements and deliver compelling demonstrations of Clearwater's Order and Execution Management capabilities — translating platform features into clear, client-specific value. This is an exciting opportunity to join a fast-growing team with a proven track record of success.
Responsibilities:
- Become a subject matter expert and trusted advisor on the Enfusion order and execution management module and the broader Clearwater Enterprise platform for both internal and external stakeholders
- Continuously evolve domain expertise across all current developments, enhancements, and competitive differentiators of the CWAN Enfusion platform (SaaS and Managed Services) across all lines of business
- Evaluate customer business and technical needs with a consultative approach; collaborate with sales on strategy and prepare and deliver high-quality, solution-led demonstrations and conversations to business and technical stakeholders at prospective firms
- Prepare high-quality responses to RFI/Ps and effectively handle client objections, adapting demonstrations of functional product capabilities to meet client needs
- Build trusted relationships with key client stakeholders from procurement through delivery, as well as internally with Clearwater and Enfusion product, sales, and client services teams
- Assist the sales organization in identifying and resolving business operation pain points, providing quantifiable metrics that demonstrate cost/time reduction and improvements in scale and effectiveness for potential and existing clients
- 10–20% travel required under normal circumstances
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Required Skills:
- Mandatory experience in financial markets, with buy-side exposure preferred; working knowledge of Front, Middle, and Back Office operations
- Hands-on experience with Order and Execution Management Software and in-depth knowledge of competing OMS/EMS platforms (Eze Software, Charles River, Flextrade, Neovest, etc.)
- Experience in pre-sales or sales delivering software solutions to financial services institutions
- Strong analytical skills with the ability to thoroughly understand client businesses, workflows, and pain points; excellent organizational, communication, and presentation skills
- Familiarity with MEDDPICC or comparable sales methodologies (Miller-Heiman or similar)
- Ability to collaborate across multiple business units to facilitate and communicate prospect requirements and deliverables
Education and Experience:
- BA/BS degree required; technical degree preferred, though Finance, Economics, or Business Management acceptable
- 7–10+ years of relevant experience in the software services industry, with fintech or regtech strongly preferred
Salary Range:
$120,000 - $168,000
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
- 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
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
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.


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