Job description


  • Entry level
  • No Education
  • Salary to negotiate
  • Boise


Clearwater is seeking candidates with treasury and/or accounting experience to join our Pre-Sales Team.
This team is a group of experienced individuals who are responsible for assisting large deals in the sales pipeline by coordinating efforts between Sales and Marketing, creating content, and providing technical support to prospect visits and RFPs.
This role requires a well-rounded individual who has excellent organizational and interpersonal skills as well as proven project management and coordination skills.
A Pre-Sales Engineer will assist in the coordination of key project deliverables by helping track, communicate progress and deliver successful projects.
This creative, self-starting candidate should have the ability to work well with and gain the respect of both internal and external colleagues.
Travel is required for this role.
Compensation will include a competitive base salary with a commission component tied to overall sales growth.
Responsibilities Play a key role in driving Clearwater growth Excellent project management skills Collaboratively organize resources across Clearwater to support sales efforts Assist in developing sales resources as needed, such as marketing content, client statistics, and slide decks Understand prospective clients' current infrastructure, business requirements and subsequent challenges Master and effectively communicate Clearwater's value proposition Provide relevant product and market feedback to Clearwater's product management and development teams REQUIREMENTS 5+ years of experience in insurance industry and/or investment accounting Travel requirements expected, approximately 2-3 times per month Analytical skills and experience with technical applications (Salesforce, Microsoft Office Suite, SQL, other software platforms) Commitment to continuous learning and improvement Persuasive, clear and concise communication Outstanding academic and professional achievement Experience with Corporate Cash, Insurance, or Investment Management Desired experience and skills: Bachelor's degree in business administration, accounting, or finance Experience with derivatives, alternative assets or fund accounting Experience with regulatory guidance such as NAIC filings Experience with trade order management systems or performance calculation engines BENEFITS What we offer: Office in the the heart of Downtown Boise, Idaho Business casual atmosphere in a flexible working environment Team focused culture that promotes innovation and ownership Access to cutting edge investment reporting technology and expertise Continual learning, professional development and growth opportunities Competitive salary and benefits package; including health, vision and dental Additional benefits including PTO, 401(k) with 4% employer match

  • access
  • ms project
  • software
  • sql