Sr. Solutions Consultant

Clearwater Analytics•Boise, NY

17d

About The Position

The Sr. Solutions Consultant works with prospects and clients to address pain points in their current operational frameworks and help secure new business by demonstrating how the Clearwater solution can resolve issues and enhance operational value. As a member of the sales team and a subject matter expert on the Clearwater solution, the consultant draws on expertise in finance, accounting, and/or technology to support clients.

Requirements

Proven record of exceeding goals or quotas.
Relevant experience in insurance, investment management, FinTech, investment accounting, or investment operations.
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.
Bachelor’s or master’s degree in business, finance, accounting, or a relevant area of focus.
At least 7 years of relevant experience.

Responsibilities

Win new business to meet team sales quotas.
Assist in developing proposals and responding to RFPs.
Work with prospective clients to understand their current systems, processes, business requirements, challenges, and how the Clearwater solution could enhance their operations.
Document solution requirements and prospect or client processes to support successful implementation and customer satisfaction.
Provide product and market feedback to the product management, development, global delivery, and client services teams.
Assist with research and preparation for sales visits.