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Fintech • Software • Financial Services
The Solutions Consultant will identify client needs, develop sales resources, assist with RFPs, and communicate Clearwater's value in the insurance sector.
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AlmEiopa GuidelinesOrsaRims-CrmpSaaSScrSii
Fintech • Software • Financial Services
Supports client implementations and onboarding for Clearwater’s SaaS investment platform. Provides expertise in investment accounting, securities, regulatory regimes, and financial reporting; collaborates with development and global delivery teams; resolves client issues; improves implementation processes; creates training materials and SOPs; and develops client advisory and thought-leadership capabilities.
Top Skills:
ClarizenClearwater Saas PlatformJIRAExcelMS OfficePeoplesoftSalesforceWorkday
Fintech • Software • Financial Services
Serve as an investment operations and accounting subject matter expert for DACH client implementations on Clearwater’s SaaS platform. Evaluate requirements, configure solutions, advise on German accounting and regulatory reporting, resolve implementation issues, coordinate project resources, collaborate with development teams, create training materials and procedures, and support client and prospect discussions. Expertise may include middle and back office operations, market data, derivatives valuation, risk, performance, and regulatory reporting.
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Clearwater Analytics PlatformExcel
Fintech • Software • Financial Services
The Professional Services Consultant is responsible for onboarding clients onto Clearwater's SaaS platform, providing support, guiding peers, and enhancing client experience through strategic collaboration and solutions implementation.
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ClarizenGeneral Ledger SystemsJIRAMS OfficePeoplesoftSalesforceWorkday
Fintech • Software • Financial Services
Supports client implementations and onboarding for Clearwater’s SaaS platform by applying investment accounting, securities, regulatory, and asset-class expertise. Advises clients and stakeholders, develops scalable processes, creates training and SOP materials, resolves implementation issues, and collaborates with product and development teams to improve delivery. The role requires strong project leadership, financial reporting knowledge, client communication, and experience with investment accounting, general ledger systems, and financial markets.
Top Skills:
ClarizenClearwaterJIRAExcelMS OfficePeoplesoftSaaSSalesforceWorkday
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Fintech • Software • Financial Services
Lead technical pre-sales activities for Clearwater Analytics’ asset owner solutions across France and the wider EMEA region. Responsibilities include client discovery, solution design, product demonstrations, RFP and DDQ responses, sales documentation, complex problem-solving, and coordinating internal resources through client handover. The role requires strong investment operations and asset management knowledge, technical fluency, data analysis, communication, and familiarity with French financial services regulations.
Top Skills:
Clearwater Analytics SoftwareExcelMS OfficeSaaS
Fintech • Software • Financial Services
Lead pre-sales activities for complex software sales within the EMEA asset owner market. Responsibilities include client discovery, solution design, product demonstrations, RFP and DDQ coordination, written documentation, sales meeting preparation, cross-functional resource coordination, and transition of new clients to delivery teams. The role requires investment industry expertise, strong data analysis, communication, presentation, organizational, and problem-solving skills.
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Clearwater Analytics SoftwareExcelMS Office
Fintech • Software • Financial Services
Oversee onboarding and implementation of new clients onto Clearwater’s SaaS platform. Lead requirements analysis, solution architecture, scope discovery, solution documentation, and client approvals for investment accounting and reporting implementations. Apply expertise in HGB, Solvency II, IFRS, and general ledger processes while collaborating with sales, program managers, product teams, and senior stakeholders. Advocate for scalable solutions, support change management, improve onboarding processes, and align implementations with company strategy.
Top Skills:
Cloud ArchitectureMS OfficeMulti-Tier ArchitectureSaaS
Fintech • Software • Financial Services
Lead end-to-end client implementations of Clearwater’s SaaS investment management platform across accounting, compliance, performance, risk, and reporting. Configure tailored solutions, support data migration and interfaces, troubleshoot trading, P&L, and accounting issues, train clients, manage stakeholders and delivery milestones, escalate risks, and mentor junior team members. The role requires German and English fluency, investment operations or accounting experience, financial markets knowledge, strong analytical and communication skills, and proficiency with Excel and Microsoft Office.
Top Skills:
Clearwater Analytics PlatformExcelMS OfficeSaaS
Fintech • Software • Financial Services
The Global Head of Consultant Relationships will create a partnership strategy with consultants, enhance Clearwater's market presence, and ensure consultant advocacy for clients.
Top Skills:
Data AggregationInvestment AccountingReportingSaaS
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