Clearwater Analytics (CWAN) Logo

Clearwater Analytics (CWAN)

Sr. Solutions Consultant

Posted 15 Days Ago
Be an Early Applicant
Hybrid
Chicago, IL, USA
120K-168K Annually
Senior level
Hybrid
Chicago, IL, USA
120K-168K Annually
Senior level
Collaborates with prospects and clients to understand operational challenges, document requirements, and demonstrate how Clearwater solutions improve finance, accounting, investment, and operational processes. Supports new business development by contributing to proposals, RFP responses, sales research, and client meetings. Serves as a solution subject matter expert, provides market feedback to internal teams, and helps ensure successful implementation and customer satisfaction.
The summary above was generated by AI

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. 
  • 7+ years of relevant experience. 

Salary Range

$120,000.00 - $168,000.00

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.

Clearwater Analytics (CWAN) Chicago, Illinois, USA Office

Located in the heart of the Loop in Downtown Chicago. The office is easy to get to with various train and bus stops nearby.

Similar Jobs at Clearwater Analytics (CWAN)

Junior
Fintech • Software • Financial Services
Loads, validates, reconciles, and analyzes client investment data using Excel and SQL. Identifies discrepancies, resolves data issues, and improves repeatable onboarding and migration workflows. Collaborates with development teams to enhance automation, accuracy, and delivery speed. Applies accounting, financial markets, securities, normalization, reporting, and reconciliation knowledge while coordinating complex activities in an agile environment.
Top Skills: ExcelMS OfficeRelational DatabasesSQL
Junior
Fintech • Software • Financial Services
Provides operational and client support for investment accounting, financial reporting, compliance, reconciliations, and investment data validation. Manages complex client inquiries, resolves issues using internal tools and documentation, maintains productivity and quality standards, and collaborates across teams on long-term projects. Builds client relationships and supports client experience while training, coaching, and overseeing junior staff.
Top Skills: MS Office
Entry level
Fintech • Software • Financial Services
Reconciles investment portfolio transactions and holdings using external provider data, investigates discrepancies, delivers accurate client updates, and improves workflows. Builds relationships with clients and data providers, supports product initiatives, mentors analysts, resolves complex issues, monitors metrics, and develops training materials. Applies investment, accounting, financial, GAAP, and reconciliation expertise while coordinating with leadership and stakeholders.

What you need to know about the Chicago Tech Scene

With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.

Key Facts About Chicago Tech

  • Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
  • Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
  • Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
  • Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account