Application Specialist - Private Credit

Clearwater Analytics•Boise, NY

1d•$100,000 - $130,000

About The Position

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.

Requirements

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, 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.

Nice To Haves

Advanced degree (MBA or equivalent) is a plus.

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.