Posted May 5, 2026
Job Description Job Summary: The Sr 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/Enfusion solution effectively resolves issues and enhances the overall value of their operations. As an integral member of the sales team, the Sr Solutions Consultant serves as a subject matter expert on the Clearwater/Enfusion Solution, harnessing their profound expertise in hedge fund technology, competitive landscape, and industry best practices. Responsibilities: Win new business to meet team sales quotas. Work closely with the Sales team to go through the discovery process and qualify deals Lead demos to showcase the value prop, benefits, and functionality of the system Work with prospective clients to understand their current systems, processes, business requirements, pain points, and how their operations will be enhanced by utilizing the Clearwater solution. Own the RFP/RFI process for prospective clients from start to finish Document solution requirements and prospect / client processes to ensure successful implementation and customer delight. Provide relevant product and market feedback to Clearwater's product management, development, global delivery, and client services teams. Travel for in-person demonstrations will be required as well as virtual demonstrations. Required Skills: Proven record of exceeding goals/quotas. Relevant experience in Hedge Funds, Investment Management, OMS/PMS, Market Data, and/or Investment Operations/Accounting. Commitment to agility, continuous learning, improvement, and operational excellence. Strong product demonstration skills. Excellent attention to detail and strong documentation skills. Outstanding verbal and written communication skills. Strong organizational and interpersonal skills. Exceptional problem-solving abilities. Education and Experience: Bachelor's/Masters Degree in business, finance, accounting and/or relevant area of focus. 7+ years of relevant experience in a Pre-Sales or Onboarding role at a financial technology firm Salary Range $120,000.00 - $168,000.00 USD annual salary, plus bonus plan. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class Thank you for your interest in a career with Clearwater! 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. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater's single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com. Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.
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