Job Summary:
The Business Development Partner engages with stakeholders to address their concerns about investment reporting accuracy and timeliness. Using advanced technology, the representative and their team will proactively reach out to potential customers through phone calls, emails, and LinkedIn. They will gain expertise in sales techniques and utilize company tools like Salesforce, Outreach, LinkedIn Navigator, ZoomInfo, and High Spot to effectively find new prospects and contribute to Clearwater's growth.
Responsibilities:
Conduct research to identify new markets and customer needs.
Source and arrange business meetings with prospective clients.
Promote the company’s products/services addressing or predicting clients’ objectives.
Build long-term relationships with new and existing customers.
Create and maintain client information in our CRM database.
Required Skills:
Track record of attaining and exceeding targets.
Excellent relationship building and management.
Competitiveness – passion & drive.
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.
Education and Experience:
Bachelor's degree in business administration, finance, or accounting.
2+ years’ successful attainment in a Business Development or Inside Sales role.
Experience in investment accounting.
Experience with Salesforce or CRM database.
What the Team is Saying
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What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights.
The result? Investment management that works as seamlessly as your investment strategy.
Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world.
What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
