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Clearwater Analytics (CWAN) · 2 days ago

Application Specialist - Private Credit

Chicago, IL

Full-time

Hybrid

Senior Level

$100K/yr - $130K/yr

5+ years exp

Clearwater Analytics (CWAN) is seeking a knowledgeable and driven Presales Consultant to support their Private Credit business line. The role involves collaborating with sales, product, and solutions teams while serving as a technical expert on private credit offerings to ensure a smooth transition from presales activities to implementation.

AccountingAnalyticsData IntegrationInsurTech

Responsibilities

Partner with the sales team to understand client needs and objectives, providing tailored solutions that address their specific requirements within the private credit sector

Conduct product demonstrations and presentations that showcase the features, benefits, and competitive advantages of our private credit offerings

Collaborate with clients to gather requirements and assess their existing processes, identifying opportunities for improvement through CWAN’s solutions

Actively listen to client feedback and ensure that insights are communicated to relevant internal teams for potential product enhancements

Serve as a Subject Matter Expert (SME) on private credit, staying abreast of industry trends, regulatory changes, and competitive landscape to provide informed guidance to clients and internal stakeholders

Prepare technical documentation, including requirement specifications and implementation roadmaps, to facilitate solution delivery

Work closely with the product and engineering teams to relay client feedback and influence product development based on market needs

Coordinate with marketing to contribute to content creation, including case studies, whitepapers, and presentations, that highlight the value proposition of our private credit solutions

Provide training and support to internal sales teams and client-facing staff, ensuring they are equipped with the necessary knowledge and tools to effectively position and sell CWAN’s private credit offerings

Assist in the development of training materials and workshops to enhance overall team competence in the private credit domain

Conduct research on market trends and competitor offerings to understand positioning and identify areas for differentiation

Participate in industry events, conferences, and seminars to represent CWAN and build a network within the private credit community

Qualification

Private credit expertisePresales consultingProduct managementAnalytical skillsCommunication skillsTrainingSupportCollaboration skillsAttention to detail

Required

Bachelor's degree in Finance, Business Administration, or a related field; advanced degree (MBA or equivalent) is a plus

5+ years of experience in presales consulting, product management, or a similar role within the private credit or broader financial services industry

Strong knowledge of private credit products, structures, and market dynamics, including an understanding of risk assessment and investment strategies

Excellent communication and presentation skills, with the ability to convey complex concepts to diverse audiences

Proven ability to collaborate effectively with cross-functional teams and build strong relationships with clients and stakeholders

Self-starter with strong analytical skills and attention to detail, capable of managing multiple projects simultaneously in a fast-paced environment

Benefits

RSUs

Company

Clearwater Analytics (CWAN)

Glassdoor3.5

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.

Founded in 2004

Boise, Idaho, USA

1001-5000 employees