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. 

The ideal candidate is adept at solving problems and seeks to develop new skills over time.  You will be creative, self-starting and have the ability to work well with, and gain the respect of, both internal and external colleagues while leveraging technical knowledge and skills to solve complex problems and create solutions!

How you will contribute: 

• Develop a deep understanding of Clearwater’s product

• Work with current and prospective clients to understand their current mortgage loan infrastructure, business requirements, subsequent challenges and how their operations will be enhanced by utilizing the Clearwater solution

• Influence the high-level road map of a new product line for our Mortgage Loan offering

• Assist in the successful organization, delegation, and completion of prospect RFPs.

• Effectively communicate Clearwater’s core value proposition through written and oral demonstration.

• Assist with critical research and preparation for sales visits.

• Provide relevant product and market feedback to Clearwater’s product management, development, global delivery, and client services teams.

• Collaboratively organize resources across Clearwater to support sales efforts.

• Work with Solutions/ Product teams to understand client current requirements, challenges and how their operations will be enhanced by utilizing the Clearwater solution.

Who you are:

• Relevant experience in Insurance, Investment Management, FinTech, Investment Accounting, or Investment Operations.

• Experience with financial technology software supporting Residential or Commercial Mortgage Loans

• Understanding of challenges in the industry (reporting, accounting, data…).

• Working knowledge of financial services, statutory accounting, commercial mortgage Loans, Private Credit, etc. CFA a plus!

• Commitment to agility, continuous learning, improvement, and operational excellence.

• Competitiveness, creativity, curiosity, passion, and drive.

• Excellent verbal and written communication skills.

• Strong organizational and interpersonal skills.

• Strong problem-solving skills.

• Strong technical skills, including Excel and ability to use in-house software solutions.

• Capable of solving complex and abstract problems.

What we offer:

• Business casual atmosphere in a flexible working environment 

• Team focused culture that promotes innovation and ownership 

• Access cutting edge investment reporting technology and expertise

• RSUs as well as employee stock purchase plan and 401k with match  

• PTO and volunteer time off to give back to the community

• Defined and undefined career pathways allowing you to grow your own way

• Work from anywhere 3 weeks out of the year 

• Hybrid, flexible working schedules 

• Maternity and paternity leave