Solutions Engineer
K1X · Fintech & payments
Remote (US)
Sales engineerStartup
Still open · posted 1 month ago
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Sr. Solutions Consultant
Clearwater Analytics · Fintech & payments
On-site in Boise; must live near Boise, ID
Sales engineer
Opens the job on Clearwater Analytics's own careers site. Some companies ask you to create an account or click through another page first.
At a glance
What you'd actually do: Work with investment, insurance and fintech prospects on demos, proposals and RFP responses to win new Clearwater investment accounting business alongside sales.
Pay
Not listed
Ask in your insider chat what's typical
Where you work
On-site in Boise; must live near Boise, ID
Selling to
Insurers, asset managers, corporations
Experience asked
1+ years
Degree
Required
Your game plan for this job
0 of 5 doneMost people just hit Apply. Do these first and you show up with someone on the inside.
- 1Pick 2–3 people at Clearwater AnalyticsWe found 33 current reps: 10 SDRs, 12 AEs. SDRs reply the most; they were in your shoes recently. See them ↓
- 2Send a short, curious noteAsk about their experience, not for a referral. We write it for you, with the role and what Clearwater Analytics sells.
- 3Have a 15-minute chatGood questions for this role:
- What does a normal day look like for you?
- How did you land the job? What stood out in your interviews?
- How is the team doing on quota? What separates the people who hit it?
- How long do SDRs usually stay before moving up to AE?
- 4Apply, ideally with a referralIf the chat went well, ask if they'd refer you or point you to the hiring manager. Then apply and let them know so they can flag it.
- 5Prep for the role playSDR interviews almost always end in a mock cold call. Practice with the Clearwater Analytics cheat sheet and the role-play guide.
Talk to someone at Clearwater Analytics before you apply
A friendly message to a current rep is the best way to stand out. Ask about their experience, not for a referral.
Full job description
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.
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.
1+ years of relevant experience.
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