Unlock a Career in Solutions Consultancy
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Job Description:
A Solutions Consultant plays a pivotal role in collaborating with clients to address operational challenges. Their primary objective is to acquire new business by showcasing the Clearwater solution's capacity to resolve issues and enhance operational value. As a core sales team member, this professional serves as a subject matter expert on the Clearwater Solution, leveraging their extensive expertise in front-office, middle-office workflows.
The Role:
The main responsibility of the Solutions Consultant is to demonstrate the full capabilities of the Clearwater product. This involves acting as a trusted advisor and consultative resource to both internal and external stakeholders, driving new business from prospective and existing customer accounts, while meeting or exceeding all sales quotas to achieve revenue goals.
This opportunity presents a chance to join a rapidly expanding team with proven success.
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. 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.
* Contribute to the standardization of Solutions Engineering documentation and assist in maintaining the Customer Relationship Management (CRM) system with accurate and timely information.
* Help maintain internal knowledge bases, prospect notes, demonstration scripts, and templates.
Required Skills and Qualifications:
* 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.