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.

Position Details

The Enterprise Sales Leader is a quota-carrying team member who is responsible for the acquisition of new clients and expansion of existing clients. You will have deep domain knowledge of Clearwater, its products, and/or the addressable markets and are willing to share this knowledge with a team. You will facilitate the end to end sales process by identifying pain points and offering solutions in initial calls, demos, meetings, at conferences, and in the market.You will develop new accounts and/or expand existing accounts within an established territory/product line.

An ideal addition to our team is someone who can hit the ground running, is capable of working independently, and is excited by the thought of expanding our market share. Top performers excel at generating new opportunities, exceeding quota, and thrive on solving real challenges for clients.

Responsibilities

Create and maintain relationships with prospects, clients, and other influencers in the market, while teaching prospects how to buy Clearwater and solving complex problems throughout the sales cycle
Must proactively familiarize self with market complexities and the value proposition of Clearwater
Develop new accounts and/or expand existing accounts within the Investment Management market
Conduct effective meetings with prospects and perform needs identification
Develop and progress opportunities and close deals
Work in close coordination with executive management and other internal teams (Client Services, Marketing, Pre-Sales)
Successfully leads complete demos on most module/report/asset class requested
Active participant in the deal sheets process and ensures accurate and thorough completion
Strong accounting and finance knowledge to assist with client inquires and industry trends

Requirements

5+ years’ experience running the full sales cycle (cold call to contract)
Deep experience working with the Investment Management space
General understanding of investments and/or GAAP or Statutory accounting
Proven record of exceeding goals/quotas
Superb interpersonal and presentation skills
Excellent organizational and time management skills
Ability to work independently but within a team environment
High adaptability and flexibility, including the ability to manage deadline pressure, ambiguity, and change.
Strong negotiating skills within a context of political sensitivity and conflicting interests.
Willingness to travel

Desired Experience and Skills

Bachelor's degree in business administration, finance or accounting
Clearwater Market Experience – selling and/or servicing
SaaS sales experience
Salesforce.com

What we offer:

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

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Enterprise Sales Leader - Investment Management

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