Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting. Clearwater aggregates, reconciles, and reports on more than $4 trillion in assets across thousands of accounts daily for our Fortune 500 clients.
We are looking for a Solutions Consultant to join our APAC sales team. As a Solutions Consultant you will assist and facilitate key deliverables utilized within the sales process with a focus on writing and creating formal documentation for Clearwater, including adherence and support of guidelines for the Sales Team. You will contribute to and develop sales resources as needed, looking for ways to proactively add value to the Clearwater sales offering.
The ideal candidate is adept at solving problems and seeks to continually develop new skills. We are looking for a creative, self-starter who has the ability to work well with, and gain the respect of, both internal colleagues and external stakeholders.
Has a deep understanding of Clearwater’s product
Understands the prospect’ needs and can create a storyline working with the sales director
Create collaterals and deliverables, including templates for client presentations, training materials, stakeholder presentations, and tailoring presentations to meet the needs of the specific client/prospect.
Assist in the successful completion, organization and delegation for prospect RFPs
Understand prospective clients’ current infrastructure, business requirements and subsequent challenges
Master and effectively communicate Clearwater’s value proposition
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
Capable of solving complex and abstract problems
Assist with critical research and preparation for sales visits
Bachelor’s degree in related field
Asset Management/Insurance industry experience
Accounting and/or reporting experience
Superb written communication skills along with experience working with Power Point for client and internal stakeholder meetings
Persuasive, clear and concise communication
Understands the Clearwater system and can communicate this in both internal meetings and with clients and prospects
Motivation to continually learn and solve problems for our clients