As a Solutions Consultant, you will play a pivotal role in driving sales and enhancing client relationships by providing in-depth product knowledge and support during the presales process. You will collaborate with the sales, operations and product teams to articulate the value of our pooled fund offerings, ensuring that they meet client needs and investment objectives.
Key Responsibilities:
Client Engagement:
- Collaborate with the sales and product teams to identify client needs and tailor presentations that highlight the benefits of our solution.
- Conduct product demonstrations and presentations for prospective clients, conveying complex financial concepts in an accessible manner.
- Respond to client inquiries with accurate and timely information regarding pooled fund products.
Product Expertise:
- Develop a deep understanding of the features, advantages, and performance of our solution.
- Keep abreast of industry trends, competitor products, and regulatory changes affecting pooled funds to effectively articulate advantages.
Collaboration:
- Work closely with internal stakeholders, including operations, sales, and product teams, to ensure alignment of messaging.
Sales Support:
- Provide technical support to the sales team, including training and onboarding new team members on product details and competitive positioning.
- Participate in client meetings and conference calls as needed to support sales efforts.
Reporting and Analysis:
- Assist in the analysis of sales data and client feedback to identify trends and opportunities for growth.
- Contribute to the continuous improvement of presales processes and strategies.
Qualifications:
- 3+ years of experience in financial services, investment management, or a related role.
- Excellent presentation and communication skills, both verbal and written.
- Ability to translate complex financial information into clear, concise messages for diverse audiences.
- Proficient in Microsoft Office Suite (Excel, PowerPoint, Word).
- Strong analytical and problem-solving skills, with a keen attention to detail.
- Ability to work collaboratively in a fast-paced, team-oriented environment
What we offer:
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Business casual atmosphere
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Team focused culture that promotes innovation and ownership
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Access cutting edge investment reporting technology and expertise
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RSUs as well as employee stock purchase plan and 401k with match
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PTO and volunteer time off to give back to the community
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Defined and undefined career pathways allowing you to grow your own way
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Work from anywhere 3 weeks out of the year
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Work from home Fridays
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Maternity and paternity leave
What We Do
Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.
Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.
For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.
With global headquarters in Boise, Idaho, and offices in Edinburgh, London, New Delhi, New York, and Singapore, Clearwater sets the new global standard for investment portfolio reporting.
