Senior Solutions Consultant

Job Summary:

The Asset Management 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 solutions effectively resolve issues and enhances the overall value of their operations. As an integral member of the sales team, the Solutions Consultant serves as a subject matter expert on the Clearwater Solutions, harnessing their profound expertise in Order and Execution Management, Compliance, Portfolio Construction / Management, Accounting & Risk to support clients.

Responsibilities:

• In this role you will act as the ‘trusted advisor’ and a consultative resource to both internal (e.g., Sales, Product, Account Management, etc.) and external stakeholders, assisting in driving new business from prospective and existing customer accounts, as well as meeting and/or exceeding all sales quotas to achieve revenue goals.
• Subject matter expert and consultative resource during the sales process, assist in discovery and the sales strategy to effectively communicate and demonstrate the value proposition.
• Assist in the development of compelling proposals and RFP responses.
• Document solution requirements and prospect / client processes to ensure successful implementation and customer success.
• Provide relevant product and market feedback to Clearwater’s product management, development, global delivery, and client services teams.
• As a subject matter expert and consultative resource during the sales process, assist in discovery and the sales strategy to effectively discuss and demonstrate the value proposition.
• Additionally, the role is a liaison to several key stakeholders within the organization outside of Sales which include Onboarding, Marketing, Partnerships, and Product.
• Leverage relevant business experience to both mentor and collaborate with the global team.

Required Skills:

• Proven record of exceeding goals/quotas.
• Relevant experience working in Investment Managers, Wealth Managers or Hedge Funds in FinTech.
• 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.

Education and Experience:

• Bachelor’s/master’s degree in business, finance, accounting, and/or relevant area of focus.
• 6+ years of relevant experience.

About us

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

Don’t meet every single requirement?

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.