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About the Role

Engage with stakeholders to address concerns about investment reporting accuracy and timeliness. Proactively reach out to potential customers in hedge funds and asset management through phone calls, emails, and LinkedIn. Gain expertise in sales techniques and utilize company tools to find new prospects and contribute to company growth.

Responsibilities

• Conduct research and find compelling events to identify customer needs and personalize sales communications.
• Source, prepare for and participate in business meetings with prospective clients.
• Promote the company’s products/services addressing or predicting clients’ objectives with the goal to increase net new pipeline.
• Create and maintain client information in our CRM database.
• Collaborate with and become an apprentice to closers in supporting deals as they move through the sales funnel.

Requirements

• Excellent relationship building skills and natural curiosity.
• Track record of success in life.
• Competitiveness – passion & drive, solid work ethic, motivation.
• Ability to be a team player while also making independent decisions.
• 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.

Skills

• Salesforce
• Gong
• Claude Enterprise
• LinkedIn Navigator
• ZoomInfo
• High Spot

Location

• Remote

Work Type

• Full-time

Experience Level

• 1+ years’ successful attainment in a Business Development or Inside Sales role.

Education Level

• Bachelor's degree in business administration, finance, accounting and/or another related area.

Benefits

• Business casual atmosphere in a flexible working environment.
• Team focused culture that promotes innovation and ownership.
• Access cutting edge investment reporting technology and expertise.
• Private medical insurance, private dental insurance, Healthcare Cash Plan, discounted gym membership + other discounts.
• Industry competitive pension contributions.
• 34 days initial holiday allowance (increasing with each year of tenure) + 2 days annual Volunteer Time Off.
• Continual learning, access to learning tools, professional development, defined and undefined career pathways allowing you to grow your own way.
• Annual 3 weeks ‘work from anywhere in the world'.

About the Company

• Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets.
• The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system.
• Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally.
• Learn more at www.clearwateranalytics.com.

Equal Opportunity

• Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification.
• We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply!
• You may be just what we're looking for.