Talent.com
Application Specialist - Private Credit
Application Specialist - Private CreditClearwater Analytics • Boise,
Application Specialist - Private Credit

Application Specialist - Private Credit

Clearwater Analytics • Boise,
[job_card.variable_days_ago]
[job_preview.job_type]
  • [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

    [job_alerts.create_a_job]

    Application Specialist Private Credit • Boise,

    [internal_linking.similar_jobs]
    Business Specialist, Corporate Investigations & Support - HYBRID

    Business Specialist, Corporate Investigations & Support - HYBRID

    CNO Financial Group • Meridian, ID, US
    [job_card.full_time]
    Business Analyst Corporate Investigations And Support.The stated pay range is based on a national-average location.Actual salary is determined by factors including relevant work experience, skills ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sales and Customer Service Representative Remote

    Sales and Customer Service Representative Remote

    HMG Careers • Kuna, Idaho
    [filters.remote]
    [job_card.full_time]
    [filters_job_card.quick_apply]
    This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Complete Online Surveys For Cash (Up to $25 / per)

    Complete Online Surveys For Cash (Up to $25 / per)

    Earn Haus • Kuna, ID, US
    [job_card.full_time] +1
    Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion. You will help influence brand decisions on se...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Customer Support Representative - Work from Home - TurboTax

    Customer Support Representative - Work from Home - TurboTax

    TurboTax • Kuna, Idaho
    [filters.remote]
    [job_card.full_time]
    Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Earn Cash From Taking Surveys Online

    Earn Cash From Taking Surveys Online

    Earn Haus • Kuna, ID, US
    [job_card.full_time] +1
    Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion. You will help influence brand decisions on se...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Finance Analyst

    Client Finance Analyst

    Real Chemistry • Meridian, ID, US
    [job_card.full_time]
    Working at Real Chemistry and in the healthcare industry isn't just a job for us.We got into this field for different reasons, but we all stay for the same reason to uncover insights, make meaning...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Cash Application Specialist

    Cash Application Specialist

    Central Garden & Pet • Boise, ID, United States
    [job_card.full_time]
    Work From Home positions available in the Boise, ID area.This position plays a key role for Invoice to Cash (ITC) by ensuring timely and accurate application of payments received from our customers...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Drive with DoorDash - Flexible Schedule

    Drive with DoorDash - Flexible Schedule

    DoorDash • Emmett, ID, United States
    [job_card.full_time] +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales and Benefits Specialist - WFH

    Sales and Benefits Specialist - WFH

    HMG Careers • Kuna, Idaho
    [filters.remote]
    [job_card.full_time]
    [filters_job_card.quick_apply]
    This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Contact Center Application Developer I

    Contact Center Application Developer I

    Idaho Staffing • Boise, ID, US
    [job_card.full_time]
    Responsible for performing test execution for applications including Salesforce, ServiceNow, and Amazon Connect.Document test results, including logging defects. Expertise in planning, constructing,...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Work From Home Customer Support Agent – Flexible Schedule

    Work From Home Customer Support Agent – Flexible Schedule

    Turbotax USA • Kuna, Idaho
    [filters.remote]
    [job_card.full_time]
    Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Benefits Sales Representative

    Remote Benefits Sales Representative

    HMG Careers • Kuna, Idaho
    [filters.remote]
    [job_card.full_time]
    [filters_job_card.quick_apply]
    This full-time position offers flexible work hours and ample opportunities for advancement into management roles.You will work remotely to serve clients and offer valuable advice and protection to ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    TurboTax Customer Service Specialist - Remote ($18.50 per hour plus Bonus)

    TurboTax Customer Service Specialist - Remote ($18.50 per hour plus Bonus)

    TurboTax • Kuna, Idaho
    [filters.remote]
    [job_card.full_time]
    Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Contact Center Application Developer II

    Contact Center Application Developer II

    Idaho Staffing • Boise, ID, US
    [job_card.full_time]
    Reporting, Forecasting And Workforce Management Specialist.The Reporting, Forecasting and Workforce Management Specialist will drive the requirements, design, build, production and distribution of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Healthcare Support Representative

    Remote Healthcare Support Representative

    Liveops • Kuna, Idaho, United States
    [filters.remote]
    [job_card.full_time]
    Healthcare Support Representative — Independent Contractor.Make a difference—one call at a time, with the freedom to serve on your terms. Join a network of self-employed professionals supporting pat...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Credit Analyst II

    Credit Analyst II

    First Interstate Bank • Boise, ID, US
    [job_card.full_time]
    This position can be located at our Boise Overland Rd.Coeur d'Alene, ID Riverstone Dr.We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sr. Subject Matter Expert - Client Servicing

    Sr. Subject Matter Expert - Client Servicing

    Clearwater Analytics • Boise, ID, US
    [job_card.full_time]
    Client Servicing Subject Matter Experts / h2pClient Servicing Subject Matter Experts are domain experts in a specific area or topic, operating as a liaison between our clients and internal teams.They...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    TurboTax Remote Support Representative (Paid Training)

    TurboTax Remote Support Representative (Paid Training)

    Turbotax USA • Kuna, Idaho
    [filters.remote]
    [job_card.full_time]
    Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]