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Solutions Consultant

Remote Posted Jul 22, 2026 0 views

Compensation

Compensation not disclosed

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Job description

Solutions Consultant

Posted Yesterday
Be an Early Applicant
2 Locations
Hybrid
89K-115K Annually
Junior
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
Partner with prospects and clients to identify operational pain points demonstrate the Clearwater solution win new business craft proposals/RFP responses document requirements and processes provide product feedback and support sales visit preparation as a subject matter expert in finance accounting and/or technology.
Summary Generated by Built In

Job Summary: 

The 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 solution effectively resolves 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 Solution harnessing their profound expertise in finance accounting and/or technology to support clients. 

 

 

Responsibilities: 

  • Win new business to meet team sales quotas. 

  • Assist in the development of compelling proposals and RFP responses.  

  • Work with prospective clients to understand their current systems processes business requirements subsequent challenges and how their operations will be enhanced by utilizing the Clearwater solution. 

  • Document solution requirements and prospect / client processes to ensure successful implementation and customer delight. 

  • Provide relevant product and market feedback to Clearwater’s product management development global delivery and client services teams. 

  • Assist with critical research and preparation for sales visits. 

        

Required Skills:  

  • Proven record of exceeding goals/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. 

Education and Experience:  

  • Bachelor’s/Masters Degree in business finance accounting and/or relevant area of focus. 

  • 1+ years of relevant experience. 

Salary Range

$88800.00 - $115200.00

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.

Skills Required

  • Proven record of exceeding goals/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/Master's degree in business finance accounting or related field.
  • 1+ years of relevant experience.

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
Clearwater Analytics (CWAN)
Souvik Das
Sandeep Sahai

Clearwater Analytics (CWAN) Compensation & Benefits Highlights

  • Healthcare StrengthMedical dental and vision coverage are provided with indications that some plans are company‑paid and include dependents plus vision extras like contacts/glasses coverage and LASIK discounts. Mental health support and HSA/FSA options are referenced alongside core health benefits.
  • Retirement SupportA 401(k) with employer matching up to 4% is offered with immediate/Safe Harbor vesting noted in materials. This provides structured reliable support for long‑term savings.
  • Leave & Time Off BreadthPTO starts around three weeks and grows with tenure to a higher cap and offerings include paid company holidays and volunteer time off. Paid parental leave is also provided.

Clearwater Analytics (CWAN) Insights

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The Company
HQ: Boise ID
1100 Employees
Year Founded: 2004

What We Do

CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004 CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies asset managers and hedge funds to asset owners like corporations endowments and pension funds managing over $10 trillion in assets.

Why Work With Us

We continue to grow fueled by a strong foundation an ambitious vision and a commitment to delivering exceptional value to our clients partners and team members around the world. What started as a bold idea in Boise Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices

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Clearwater Analytics (CWAN) Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQBoise ID
Bengaluru Karnataka
Chicago IL
Dublin IE
Hong Kong 23/F Man Yee Building
London GB
Mumbai Maharashtra
New York NY
Singapore
Sydney
Learn more

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