Sr. Solutions Consultant
Clearwateranalytics Open · verified Oct 22, 2026 At a glance
Senior Solutions & Sales Engineering role at Clearwateranalytics. Boise · full-time · no salary stated · we estimate $133,000–$200,000 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 win new accounts by showing prospects how Clearwater’s solution can address their operational challenges
- Shape sales proposals and RFP answers, and prepare research for customer meetings
- Map prospects’ systems, workflows and business needs, then record requirements to support implementation
- Share product and market observations with product, development, delivery and client service teams
What you bring
- At least one year of relevant experience and a bachelor’s or master’s degree in business, finance, accounting or a related area
- A record of beating sales goals, plus experience in insurance, investment management or another listed field
- Strong data analysis, Microsoft Office skills, clear communication and careful documentation
Who this fits
This senior sales-support role suits someone who can draw on finance, accounting or technology expertise to work with prospects and clients. You’ll contribute as part of the sales team, with a focus on winning new business and supporting implementation.
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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