Job Summary:
The Business Development Representative (also known as a Sales Development Representative) 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 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.
Required Skills:
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.
Education and Experience:
Bachelor's degree in business administration, finance, accounting and/or another related area.
Salary Range
$48,000.00 - $62,000.00This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
Skills Required
- Excellent relationship-building skills and natural curiosity
- Track record of success in life
- Competitiveness, passion, drive, solid work ethic, and motivation
- Ability to work as a team player and make independent decisions
- Strong computer skills, including Microsoft Office proficiency
- Excellent attention to detail and documentation skills
- Outstanding verbal and written communication skills
- Strong organizational and interpersonal skills
- Exceptional problem-solving abilities
- Bachelor's degree in business administration, finance, accounting, or a related area
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Retirement Support — Company filings and benefit listings describe a 401(k) with employer matching up to 4% and robust retirement offerings. This points to reliable long‑term savings support within the package.
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Leave & Time Off Breadth — PTO, paid holidays, and volunteer time off are consistently included, with descriptions noting roughly three weeks of PTO and immediate eligibility in some summaries. These elements suggest time‑off coverage that is solid even if not top‑tier.
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Flexible Benefits — A three‑week work‑from‑anywhere option, hybrid/WFH flexibility, and volunteer time off are highlighted in recent descriptions. These features offer adaptability that can enhance the overall value for many roles.
Clearwater Analytics (CWAN) Insights
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
Gallery
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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
