Clearwater Analytics Senior Pre-Sales Engineer in Boise, Idaho

Clearwater is seeking candidates with investment management and operations 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.


  • 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


  • 3+ years of experience in the financial industry, preferably in the Investment Management or Trade Operations space

  • Travel requirements expected, approximately 2-3 times per month

  • Analytical skills and experience with Excel, SQL, PowerPoint

  • Commitment to continuous learning and improvement

  • Persuasive, clear and concise communication

  • Outstanding academic and professional achievement


  • Bachelor's degree in business administration, economics or finance

  • Experience with derivatives, alternative assets or fund accounting

  • Experience with trade order management systems or performance calculation engines