Solutions Consultant, Alternative Assets

Clearwateranalytics Open · verified Sep 14, 2026

2 Locations Full-time Mid-level Solutions & Sales Engineering

Mid-level Solutions & Sales Engineering role at Clearwateranalytics. 2 Locations · full-time · $88,800–$115,200 base.

SalaryStated by Clearwateranalytics

$88,800 – $115,200

Base salary for this role, in USD per year, as published in the posting.

Role brief

Growth Roles summary, based on the employer's posting.

What you'll do

Help win new accounts by showing prospects how Clearwater can fix operational problems
Shape proposals and RFP answers that support the sales process
Map prospect systems, workflows, needs, and challenges to clarify the proposed solution
Record requirements and operating processes so implementation starts with clear documentation
Share market and product feedback with product, development, delivery, and client services teams

What you bring

Show a history of beating assigned goals or quotas
Bring experience from insurance, investment management, FinTech, investment accounting, or investment operations
Analyze data confidently and use Microsoft Office proficiently
Communicate clearly in writing and conversation, with strong organization and attention to detail
Hold a bachelor's or master's degree in business, finance, accounting, or a related field, plus at least five years of relevant experience

Who this fits

You’ll suit this role if you combine finance, accounting, and/or technology expertise with consultative sales support and strong problem-solving skills. The position is full-time in the United States, but the posting does not provide a specific city or time zone.

From the employer

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.
5+ years of relevant experience.

Salary Range

$88,800.00 - $115,200.00

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.