Solutions Consultant

Clearwater Analytics

Solutions Consultant collaborating with clients to enhance operations using Clearwater's investment management solutions. Aiming to exceed sales quotas and provide insightful feedback to product teams.

Posted 7/22/2026full-timeNew York City • Idaho, New York • 🇺🇸 United StatesJunior💰 $88,800 - $115,200 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in exceeding sales quotas and developing compelling proposals while possessing strong data analysis and documentation skills. Proficient in understanding client needs and enhancing operations through tailored solutions in the financial services sector.

Highest-signal resume keywords

Proven Record Of Exceeding GoalsStrong Data Analysis SkillsProficiency In Microsoft OfficeOutstanding Verbal And Written Communication SkillsRelevant Experience In Insurance, Investment Management, FinTech

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Attention To DetailStrong Documentation SkillsStrong Organizational SkillsInterpersonal SkillsExceptional Problem-Solving Abilities

Industry Keywords

InsuranceInvestment ManagementFinTechInvestment AccountingInvestment Operations

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

health/vision/dental insurance
401(k)
PTO
parental leave
medical leave
STD/LTD insurance benefits