Partner with prospects and clients to diagnose operational pain points, demonstrate Clearwater solutions, generate proposals and RFP responses, document requirements, support implementation planning, and help the sales team win new business while providing product and market feedback.
The Team:The Revenue Department is critical to Clearwater overall growth. Spread across five verticals, including Operations, New Sales, Solutions Engineering, Sales Development, and Partnerships, Clearwater Revenue is instrumental in broadening our existing footprint by delivering on strategic business initiatives.The Role:The primary goal of the Solutions Engineer is to demonstrate Clearwater product capabilities to the fullest extent. You will act as the ‘trusted advisor’ and a consultative resource to both internal (e.g. Sales, Product, Account Management, etc.) and external stakeholders, assisting in driving new business from prospective and existing customer accounts, as well as meeting and/or exceeding all sales quotas to achieve revenue goals.This is an exciting opportunity to join a fast-growing team with proven success!What You’ll Do:
- 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
- Collaborate with the deal team to develop a competitive strategy to win the deal.
- Understand the competitive landscape and key differentiators of the Clearwater platform across the multiple lines of businesses Clearwater caters to.
- Continuously evolve domain expertise with respect to all current developments and enhancements to the Clearwater 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 Clearwater 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.
- 7+ years experience in a sales engineering or implementation role focused on front-office technology (OMS, PMS) 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.
- Excellent communication, presentation and collaboration skills.
- Experience with RFI/RFP processes.
- Willingness to travel onsite to meet with prospects and clients.
Similar Jobs at Clearwater Analytics (CWAN)
Fintech • Software • Financial Services
Senior Solutions Engineer to design and implement trading and front-office risk solutions for clients in Hong Kong or Singapore. Responsibilities include tailoring OEMS/trading platform integrations, providing ex-ante/ex-post analytics and factor risk model insights, supporting non-linear asset classes (rates, swaps, commodities), leading implementations, and serving as a client-facing technical lead with potential leadership responsibilities.
Top Skills:
AlphadeskArcanaBloombergBroadridgeCoremontFlextradeLayeroneOemsOmega PointOrchestradeSs&C EzeTora
Fintech • Software • Financial Services
Lead and manage a client servicing team to ensure high-quality client delivery, coach and develop staff, own performance reviews, design and track success metrics (NPS, CSAT, SLA, retention), handle escalations, support client relationship reviews, optimize processes with cross-functional teams, and onboard new clients. Use tooling such as Salesforce, Workday, and Power BI to monitor team performance.
Top Skills:
ExcelMS OfficePower BISalesforceVBAWorkday
Fintech • Software • Financial Services
Manages client relationships and ongoing service delivery for investment reporting and portfolio accounting clients. Oversees daily reporting support, service quality, SLAs, incident resolution, client health reporting, engagement meetings, platform adoption, and client training. Advises clients on product enhancements and operational best practices, develops executive relationships, supports business growth, and mentors analysts. Requires financial services and investment accounting knowledge, strong communication, organization, documentation, and problem-solving skills.
Top Skills:
ClearwaterMS Office
What you need to know about the Seattle Tech Scene
Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.
Key Facts About Seattle Tech
- Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Amazon, Microsoft, Meta, Google
- Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Madrona, Fuse, Tola, Maveron
- Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute
