Sr. Solutions Consultant

Job Summary: 

The Sr 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/Enfusion solution effectively resolves issues and enhances the overall value of their operations. As an integral member of the sales team the Sr Solutions Consultant serves as a subject matter expert on the Clearwater/Enfusion Solution harnessing their profound expertise in hedge fund technology competitive landscape and industry best practices.

 Responsibilities: 

• Win new business to meet team sales quotas. 
• Work closely with the Sales team to go through the discovery process and qualify deals
• Lead demos to showcase the value prop benefits and functionality of the system
• Work with prospective clients to understand their current systems processes business requirements pain points and how their operations will be enhanced by utilizing the Clearwater solution. 
• Own the RFP/RFI process for prospective clients from start to finish
• 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. 
• Travel for in-person demonstrations will be required as well as virtual demonstrations.

Required Skills:  

• Proven record of exceeding goals/quotas. 
• Relevant experience in Hedge Funds Investment Management OMS/PMS Market Data and/or Investment Operations/Accounting.
• Commitment to agility continuous learning improvement and operational excellence. 
• Strong product demonstration skills.
• 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. 
• 7+ years of relevant experience in a Pre-Sales or Onboarding role at a financial  technology firm

Salary Range 

$120000.00 - $168000.00 USD annual salary plus bonus plan and RSUs.

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

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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