7 дней назад
Sr. Solutions Consultant (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr. Solutions Consultant (Fintech): Leading pre-sales solution design for complex asset management software mandates, from client discovery through RFP responses, demonstrations, and handover, with an accent on investment operations, reporting, data management, and accounting. Focus on translating non-standard client requirements into compelling solutions, coordinating cross-functional resources, and communicating Clearwater’s value proposition to asset owner organizations.
Location: Office - London, United Kingdom
Company
provides a global SaaS platform for automated investment data aggregation, reconciliation, accounting, and reporting.
What you will do
- Lead the pre-sales workstream for complex software sales, from discovery and solution design through handover.
- Work with prospective clients to understand infrastructure, business requirements, and operational challenges.
- Demonstrate how Clearwater solutions address client problems and create measurable value.
- Prepare and coordinate prospect RFPs and DDQs, ensuring accurate and timely responses.
- Deliver written documentation, product demonstrations, and live presentations.
- Coordinate internal resources and support the transition of new clients to the Global Delivery team.
Requirements
- Experience in asset management, asset ownership, insurance, investment management, investment accounting, or investment operations.
- Understanding of reporting, data management, accounting, financial services, and fixed income securities.
- Knowledge of asset owner personas across front office, operations, finance, and technology, particularly in the UK and European markets.
- Strong data analysis, technical, organizational, interpersonal, documentation, and problem-solving skills.
- Proficiency with Microsoft Office and Excel, with the ability to learn in-house software solutions quickly.
- Fluent business English required; additional languages are preferable.
Nice to have
- Professional qualification such as the CFA.
- Additional language skills.
Culture & Benefits
- Client-facing role within the growing EMEA Asset Owner team.
- Emphasis on agility, continuous learning, improvement, and operational excellence.
- Opportunity to develop deep expertise across Clearwater products and their business value.
- Environment focused on curiosity, creativity, competitiveness, and drive.
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