Application Specialist - Private Credit

CWAN is seeking a knowledgeable and driven Presales Consultant to support our Private Credit business line. In this role, you will be responsible for collaborating closely with sales, product, and solutions teams, serving as a technical expert on our private credit offerings. The ideal candidate will leverage their industry expertise to effectively communicate the value of our solutions to clients and prospects, ensuring a smooth transition from presales activities to implementation.

Must Have

• Partner with the sales team to understand client needs and objectives.
• Conduct product demonstrations and presentations.
• Collaborate with clients to gather requirements and assess existing processes.
• Serve as a Subject Matter Expert (SME) on private credit.
• Prepare technical documentation, including requirement specifications and implementation roadmaps.
• Work closely with product and engineering teams to relay client feedback.
• Coordinate with marketing to contribute to content creation.
• Provide training and support to internal sales teams and client-facing staff.
• Assist in the development of training materials and workshops.
• Conduct research on market trends and competitor offerings.
• Participate in industry events, conferences, and seminars.
• Bachelor’s degree in Finance, Business Administration, or a related field.
• 5+ years of experience in presales consulting, product management, or a similar role within the private credit or broader financial services industry.
• Strong knowledge of private credit products, structures, and market dynamics.
• Excellent communication and presentation skills.
• Proven ability to collaborate effectively with cross-functional teams.
• Self-starter with strong analytical skills and attention to detail.

Good to Have

• Advanced degree (MBA or equivalent) is a plus.

Perks & Benefits

• RSUs

CWAN is seeking a knowledgeable and driven Presales Consultant to support our Private Credit business line. In this role, you will be responsible for collaborating closely with sales, product, and solutions teams, serving as a technical expert on our private credit offerings. The ideal candidate will leverage their industry expertise to effectively communicate the value of our solutions to clients and prospects, ensuring a smooth transition from presales activities to implementation.

Key Responsibilities:

Client Engagement:

• Partner with the sales team to understand client needs and objectives, providing tailored solutions that address their specific requirements within the private credit sector.
• Conduct product demonstrations and presentations that showcase the features, benefits, and competitive advantages of our private credit offerings.

Needs Assessment:

• Collaborate with clients to gather requirements and assess their existing processes, identifying opportunities for improvement through CWAN’s solutions.
• Actively listen to client feedback and ensure that insights are communicated to relevant internal teams for potential product enhancements.

Technical Expertise:

• Serve as a Subject Matter Expert (SME) on private credit, staying abreast of industry trends, regulatory changes, and competitive landscape to provide informed guidance to clients and internal stakeholders.
• Prepare technical documentation, including requirement specifications and implementation roadmaps, to facilitate solution delivery.

Collaboration with Internal Teams:

• Work closely with the product and engineering teams to relay client feedback and influence product development based on market needs.
• Coordinate with marketing to contribute to content creation, including case studies, whitepapers, and presentations, that highlight the value proposition of our private credit solutions.

Training and Support:

• Provide training and support to internal sales teams and client-facing staff, ensuring they are equipped with the necessary knowledge and tools to effectively position and sell CWAN’s private credit offerings.
• Assist in the development of training materials and workshops to enhance overall team competence in the private credit domain.

Market Research:

• Conduct research on market trends and competitor offerings to understand positioning and identify areas for differentiation.
• Participate in industry events, conferences, and seminars to represent CWAN and build a network within the private credit community.

Qualifications:

• Bachelor’s degree in Finance, Business Administration, or a related field; advanced degree (MBA or equivalent) is a plus.
• 5+ years of experience in presales consulting, product management, or a similar role within the private credit or broader financial services industry.
• Strong knowledge of private credit products, structures, and market dynamics, including an understanding of risk assessment and investment strategies.
• Excellent communication and presentation skills, with the ability to convey complex concepts to diverse audiences.
• Proven ability to collaborate effectively with cross-functional teams and build strong relationships with clients and stakeholders.
• Self-starter with strong analytical skills and attention to detail, capable of managing multiple projects simultaneously in a fast-paced environment.

NYC salary range: $100k - $130k + RSUs

Chicago/Boise salary range: $80k - $110k + RSUs