Clearwater Analytics (CWAN) · 2 days ago
Sr. Solutions Consultant
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$190K/yr - $215K/yr
12+ years expClearwater Analytics is a company focused on delivering strategic business initiatives through their Revenue Department. The Solutions Consultant will act as a subject matter expert during the sales process, assisting in driving new business and collaborating with various stakeholders to enhance the Enfusion value proposition.
AccountingAnalyticsData IntegrationInsurTech
Responsibilities
Act as the primary technical point of contact for key stakeholders within institutional asset managers and asset owner prospective clients
Lead technical discovery sessions with prospective clients. Understand & document existing operating models, key business requirements and pain points
Evaluate customer business and technical needs with a consultative approach, collaborate with sales on the sales strategy, and prepare and deliver high quality, solution-led’ demonstrations and conversations to business and technical stakeholders from prospective firms
Field product requirements from prospective customers and interact with the product team when gaps exist
Leverage tools like Salesforce, Aha!, and Confluence to help drive quarterly reviews of the product strategy & limitations
Collaborate with the deal team to develop a competitive strategy to win the deal
Understand the competitive landscape and key differentiators of the Enfusion platform across the multiple lines of businesses Enfusion caters to
Continuously evolve domain expertise with respect to all current developments and enhancements to the Enfusion platform (SaaS and Managed Services)
Prepare high-quality responses to RFI/Ps
Display strong technical acumen with an ability to confer with customers and assess their requirements
Effectively handle potential client objections and be able to adapt the demonstration of functional product capabilities to meet clients’ needs
Build trusted relationships with key internal & external stakeholders from procurement through delivery by demonstrating the benefits and value proposition of the Enfusion platform
Use quantifiable metrics to help potential or existing clients with a reduction in cost / time, and-or an improvement in scales and effectiveness by identifying and resolving for business operation pain-points
Qualification
Required
12+ years' experience in a sales engineering or implementation role focused on front-middle office technology (Portfolio Construction, O-EMS, Portfolio Management, Analytics, Risk, and best practices across the value chain) serving traditional asset managers and asset owners
Experience in complex, Enterprise sales in FinTech space (Enterprise solutions and services to the front, middle and back offices of Traditional Asset Managers & Asset Owners)
Strong understanding of traditional asset manager and asset owner operating models, the investment management lifecycle and vendor landscape by the different personas
Excellent communication, presentation and collaboration skills
Experience with RFI/RFP processes
Willingness to travel onsite to meet with prospects and clients
Ability to work with internal stakeholders to quantify and assist with product direction via the analysis provided within this role
Benefits
Health/vision/dental insurance
401(k)
PTO
Parental leave
Medical leave
STD/LTD insurance benefits
Company
Clearwater Analytics (CWAN)
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets.
1001-5000 employees
H1B Sponsorship
Clearwater Analytics (CWAN) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (18)
2024 (17)
2023 (15)
2022 (22)
2021 (11)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$1.97B2025-12-21Private Equity
2025-12-21Acquired
2025-05-12Post Ipo Equity· $261.81M
Leadership Team
Sandeep Sahai
CEO
James Cox
Chief Financial Officer
Recent News
Morningstar.com
2026-01-07
Company data provided by crunchbase