Solutions Consultant
Clearwateranalytics Open · verified Oct 22, 2026 At a glance
Mid-level Solutions & Sales Engineering role at Clearwateranalytics. Boise · full-time · no salary stated · we estimate $101,000–$170,000 across the United States.
Clearwateranalytics has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Help prospects connect their current systems and workflows to ways the Clearwater solution could address their needs
- Contribute to proposals and RFP replies that support new-business sales
- Record prospect requirements and workflows so implementation teams can deliver the agreed solution
- Share product and market observations with product, development, delivery and client services teams
- Prepare research and materials for sales meetings
What you bring
- At least one year of relevant work experience
- A bachelor's or master's degree in business, finance, accounting or a related area
- Background in insurance, investment management, financial technology, investment accounting or investment operations
- A record of surpassing goals or quotas, plus strong data analysis and communication skills
Who this fits
This role suits someone with finance, accounting or technology expertise who can support prospects as part of a sales team. The position is based in Boise.
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.
1+ years of relevant experience.
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