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Application Specialist - Private Credit
Application Specialist - Private CreditClearwater Analytics • Boise
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Application Specialist - Private Credit

Application Specialist - Private Credit

Clearwater Analytics • Boise
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  • [job_card.full_time]
[job_card.job_description]

CWAN is seeking a knowledgeable and driven Presales Consultant to support our Private Credit business line. In this role, you will be responsible for collaborating closely with sales, product, and solutions teams, serving as a technical expert on our private credit offerings. The ideal candidate will leverage their industry expertise to effectively communicate the value of our solutions to clients and prospects, ensuring a smooth transition from presales activities to implementation.

Key Responsibilities :

Client Engagement :

  • Partner with the sales team to understand client needs and objectives, providing tailored solutions that address their specific requirements within the private credit sector.
  • Conduct product demonstrations and presentations that showcase the features, benefits, and competitive advantages of our private credit offerings.

Needs Assessment :

  • Collaborate with clients to gather requirements and assess their existing processes, identifying opportunities for improvement through CWAN’s solutions.
  • Actively listen to client feedback and ensure that insights are communicated to relevant internal teams for potential product enhancements.

    • Technical Expertise :

  • Serve as a Subject Matter Expert (SME) on private credit, staying abreast of industry trends, regulatory changes, and competitive landscape to provide informed guidance to clients and internal stakeholders.
  • Prepare technical documentation, including requirement specifications and implementation roadmaps, to facilitate solution delivery.

    • Collaboration with Internal Teams :

  • Work closely with the product and engineering teams to relay client feedback and influence product development based on market needs.
  • Coordinate with marketing to contribute to content creation, including case studies, whitepapers, and presentations, that highlight the value proposition of our private credit solutions.

    • Training and Support :

  • Provide training and support to internal sales teams and client-facing staff, ensuring they are equipped with the necessary knowledge and tools to effectively position and sell CWAN’s private credit offerings.
  • Assist in the development of training materials and workshops to enhance overall team competence in the private credit domain.

    • Market Research :

  • Conduct research on market trends and competitor offerings to understand positioning and identify areas for differentiation.
  • Participate in industry events, conferences, and seminars to represent CWAN and build a network within the private credit community.

    • Qualifications :

  • Bachelor’s degree in Finance, Business Administration, or a related field; advanced degree (MBA or equivalent) is a plus.
  • 5+ years of experience in presales consulting, product management, or a similar role within the private credit or broader financial services industry.
  • Strong knowledge of private credit products, structures, and market dynamics, including an understanding of risk assessment and investment strategies.
  • Excellent communication and presentation skills, with the ability to convey complex concepts to diverse audiences.
  • Proven ability to collaborate effectively with cross-functional teams and build strong relationships with clients and stakeholders.
  • Self-starter with strong analytical skills and attention to detail, capable of managing multiple projects simultaneously in a fast-paced environment.

    • NYC salary range : $100k - $130k + RSUs

    Chicago / Boise salary range : $80k - $110k + RSUs

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    Credit Specialist • Boise

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