
Senior Front Office Solutions Specialist
2 days ago
The Clearwater Solutions Consultant role plays a vital part in collaborating with prospects and clients to address operational challenges. Their primary goal is to secure new business by showcasing how the Clearwater solution effectively resolves issues and enhances operational value.
This integral member of the sales team serves as a subject matter expert on the Clearwater Solution, harnessing profound expertise in front office, middle office workflows. The Solutions Consultant demonstrates Clearwater product capabilities to the fullest extent, acting as a 'trusted advisor' and consultative resource to both internal and external stakeholders.
Key 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, understanding 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 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.
This is an exciting opportunity to leverage domain expertise and contribute to driving new business from prospective and existing customer accounts. Meeting and/or exceeding all sales quotas to achieve revenue goals is crucial.
Requirements- 6+ 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 Hedge Funds, Traditional Asset Managers & Asset Owners).
- Strong understanding of hedge funds, 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.
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