Solutions Consultant - Institutional Asset Management

The Role:

The primary goal of the Solutions Engineer is to demonstrate the Enfusion product capabilities to the fullest extent. 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.

This is an exciting opportunity to join a fast-growing team with proven success!

What You’ll Do:

• Act as the primary technical point of contact for key stakeholders within institutional asset managers and asset owner prospective clients.
• Lead technical discovery sessions with prospective clients. Understand & document existing operating models, key business requirements and pain points.
• Evaluate customer business and technical needs with a consultative approach, collaborate with sales on the sales strategy, and prepare and deliver high quality, ‘solution-led’ demonstrations and conversations to business and technical stakeholders from prospective firms.
• Field product requirements from prospective customers and interact with the product team when gaps exist
• Collaborate with the deal team to develop a competitive strategy to win the deal.
• Contribute to the standardization of Solutions Engineering documentation and assist in maintaining the Customer Relationship Management (CRM) system with accurate and timely information.
• Help maintain internal knowledge bases, prospect notes, demonstration scripts, and templates.
• Understand the competitive landscape and key differentiators of the Enfusion platform across the multiple lines of businesses Enfusion caters to.
• Continuously evolve domain expertise with respect to all current developments and enhancements to the Enfusion platform (SaaS and Managed Services).
• Prepare high-quality responses to RFI/Ps.
• Display strong technical acumen with an ability to confer with customers and assess their requirements.
• Effectively handle potential client objections and be able to adapt the demonstration of functional product capabilities to meet clients’ needs.
• Build trusted relationships with key internal & external stakeholders from procurement through delivery by demonstrating the benefits and value proposition of the Enfusion platform.
• Use quantifiable metrics to help potential or existing clients with a reduction in cost / time, and-or an improvement in scales and effectiveness by identifying and resolving for business operation pain-points.

What You’ll Need:

• 8+ years experience in a sales engineering or implementation role focused on front-office technology (OMS, PMS) serving traditional asset managers and asset owners.
• Experience in complex, Enterprise sales in FinTech space (Enterprise solutions and services to the front, middle and back offices of Traditional Asset Managers & Asset Owners)
• Strong understanding of traditional asset manager and asset owner operating models, the investment management lifecycle and vendor landscape.
• Excellent communication, presentation and collaboration skills.
• Experience with RFI/RFP processes.
• Willingness to travel onsite to meet with prospects and clients.

Salary Range

$150,000.00 - $180,000.00

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.

Welcome

Thank you for your interest in a career with Clearwater!

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.