About Clearwater Analytics®

Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.

Clearwater aggregates, reconciles, and reports on more than $4 trillion in assets across many Fortune 500 clients.


We are looking for a dynamic, industry leader within the Investment Management space to work alongside our International MD to assist Clearwater in being the worlds most trusted investment accounting and reporting solution. This senior sales position will devise and execute the sales strategy to maximize bookings growth for the addressable market. Additionally, you will have deep domain knowledge to and create and maintain relationships with prospects, clients, and other influencers while leading our Investment Management sales team and solving complex problems throughout the sales cycle. 


  • Lead, train, mentor and manage a team of Enterprise reps, pre-sales consultants and business development representatives 
  • You will be a trusted member of the Clearwater Sales Leadership team 
  • In collaboration with our International MD, sets and execute strategy for assigned teams and markets 
  • Understand prospective clients’ current investment infrastructure, business requirements and subsequent challenges 
  • Successfully leads complete demos on module/report/asset class requested 
  • Represent Clearwater at relevant industry events and conference 
  • Generate pipeline to meet and/or exceed quota 
  • Active participant in the deal sheets process and ensures accurate and thorough completion. 


  • 10+ years’ experience in business development, or strategic partner management for the Financial Services or Financial Technology space
  • Proven record of exceeding goals/quotas 
  • Strong understanding of capital markets technology products and the B2B client ecosystem 
  • Deep experience with growing a business and setting strategy for the markets and subsequent execution 
  • Ability to gain access and interact with C-level executives and senior decision makers 
  • Superior interpersonal and presentation skills 
  • Excellent organizational and time management skills 
  • Ability and track record of leading successful sales teams  
  • Willingness to travel 

Desired Experience and Skills

  • Clearwater Investment Management market experience – selling and/or servicing
  • Fluency in a European language
  • SaaS sales experience 
  • General understanding of investments and/or GAAP and Statutory accounting

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