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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in finance, accounting, and technology to effectively support clients and enhance operational value through the Clearwater solution. Proven ability to exceed sales quotas while providing exceptional documentation, communication, and problem-solving skills.
Highest-signal resume keywords
Proven Record Of Exceeding Goals/QuotasStrong Data Analysis SkillsProficiency In Microsoft OfficeBachelor’s/Masters Degree In Business, Finance, Accounting7+ Years Of Relevant Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisDocumentation SkillsProposal DevelopmentRFP ResponsesOperational Framework AnalysisClient Requirement DocumentationSales Quota AchievementSolution ImplementationMarket Feedback ProvisionResearch Preparation
Soft Skills
Attention To DetailVerbal CommunicationWritten CommunicationOrganizational SkillsInterpersonal SkillsProblem-Solving Abilities
Industry Keywords
InsuranceInvestment ManagementFinTechInvestment AccountingInvestment Operations
About the role
Key responsibilities & impact- Win new business to meet team sales quotas
- Assist with the development of compelling proposals and RFP responses
- Work with prospective clients to understand their current systems, processes, business requirements, subsequent challenges, and how their operations will be enhanced by utilizing the Clearwater solution
- 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
- Assist with critical research and preparation for sales visits
- Collaborate with prospects and clients to address pain points in their current operational framework
- Showcase how the Clearwater solution resolves issues and enhances operational value
- Serve as a subject matter expert on the Clearwater Solution, using expertise in finance, accounting, and/or technology to support clients
Requirements
What you’ll need- Proven record of exceeding goals/quotas
- Relevant experience in Insurance, Investment Management, FinTech, Investment Accounting, or Investment Operations
- Commitment to agility, continuous learning, improvement, and operational excellence
- Strong data analysis skills
- Strong computer skills, including proficiency in Microsoft Office
- Excellent attention to detail and strong documentation skills
- Outstanding verbal and written communication skills
- Strong organizational and interpersonal skills
- Exceptional problem-solving abilities
- Bachelor’s/Masters Degree in business, finance, accounting and/or relevant area of focus
- 7+ years of relevant experience
Benefits
Comp & perks- Health/vision/dental insurance
- 401(k)
- PTO
- Parental leave
- Medical leave
- STD/LTD insurance benefits