Senior Solutions Consultant

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.

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Required Skills:

• Proven record of exceeding goals/quotas.

• Commitment to agility, continuous learning, improvement, and operational excellence.

• Strong technical skills, including Excel and ability to use in-house software solutions.

• Excellent verbal and written communication skills, with a strong ability to build rapport and engagement with prospect C suite audiences.

• Outstanding verbal and written communication skills.

• Strong organizational and interpersonal skills.

• Exceptional problem-solving abilities.

Education and Experience:

• Experience in presales consulting within a SaaS / FinTech environment (Knowledge of Investment, Asset Management, Insurance or Accounting beneficial).

• 7+ years of relevant experience.