Solutions Consultant

4 weeks ago

New York, New York, United States Clearwater Analytics Full time
About the Role

The Solutions Consultant plays a pivotal role in collaborating with prospects and clients to address pain points within their current operational framework. Their primary objective is to secure new business by showcasing how the Clearwater solution effectively resolves issues and enhances the overall value of their operations.

Key Responsibilities
  • Develop a deep understanding of Clearwater's product and its applications in mortgage loan infrastructure.
  • Work with current and prospective clients to understand their current mortgage loan infrastructure, business requirements, and subsequent challenges.
  • Influence the high-level roadmap of a new product line for Clearwater's Mortgage Loan offering.
  • Assist in the successful organization, delegation, and completion of prospect RFPs.
  • Effectively communicate Clearwater's core value proposition through written and oral demonstrations.
  • Assist with critical research and preparation for sales visits.
  • Provide relevant product and market feedback to Clearwater's product management, development, global delivery, and client services teams.
  • Collaboratively organize resources across Clearwater to support sales efforts.
Requirements
  • Relevant experience in Insurance, Investment Management, FinTech, Investment Accounting, or Investment Operations.
  • Experience with financial technology software supporting Residential or Commercial Mortgage Loans.
  • Understanding of challenges in the industry (reporting, accounting, data...).
  • Working knowledge of financial services, statutory accounting, commercial mortgage Loans, Private Credit, etc.
  • Commitment to agility, continuous learning, improvement, and operational excellence.
  • Competitiveness, creativity, curiosity, passion, and drive.
  • Excellent verbal and written communication skills.
  • Strong organizational and interpersonal skills.
  • Strong problem-solving skills.
  • Strong technical skills, including Excel and ability to use in-house software solutions.
About Clearwater Analytics

Clearwater Analytics is a leading provider of investment data and analytics solutions. We offer a comprehensive platform that enables clients to manage their investment portfolios, gain insights, and make informed decisions.

We are committed to delivering exceptional customer service, innovative solutions, and a collaborative work environment. If you are a motivated and results-driven professional looking for a challenging and rewarding career, we encourage you to apply for this exciting opportunity.

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