Clearwater Analytics’ mission is to become the world’s most trusted and comprehensive technology platform for investment reporting, accounting, and analytics. With our team, you will partner with the most sophisticated and innovative institutional investors around the world. If you are infectiously passionate about what you do, intensely committed to clients, and driven by continuous innovation and improvement… we want you to apply!
A career as a Business Development Representative (BDR) will provide you with the opportunity to connect with various stakeholders to uncover their pain points around reporting solutions and how Clearwater can alleviate their stresses. With the use of advanced technology, you and your team will generate prospective customers through cold-calling, email, and multichannel sales activities, including videos and events. You will learn sales best practices and how to use company tools (Salesforce, Outreach, LinkedIn Sales Navigator) to successfully source new meetings and assist with the growth of Clearwater!
How you will contribute:
Conduct research to identify new markets and customer needs
Source and arrange business meetings with prospective clients
Promote the company’s products/services while addressing or predicting clients’ objectives
Build long-term relationships with new and existing customers
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
Display an eagerness to build and execute a sales pipeline through multiple forms of communication, including cold calls, emails, videos, and events
Who you are:
1+ years’ experience in a Business Development or Inside Sales role
Track record of attaining and exceeding targets
Excellent relationship building and management skills
Competitiveness – passion & drive
Clear and concise verbal and written communication skills
Strong organizational and interpersonal skills
Ability to be a team player while also making independent decisions
Exceptional problem-solving abilities
Excellent attention to detail and strong documentation skills
Strong computer skills, including proficiency in Microsoft Office
Desired experience and skills:
Bachelor's degree in business administration, finance, or accounting
Experience with Salesforce or other CRM databases
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
RSUs as well as an employee stock purchase plan and 401k with match
PTO and volunteer time off to give back to the community
Defined and undefined career pathways allowing you to grow your own way
Work from anywhere 3 weeks out of the year
Hybrid, flexible working schedules
Maternity and paternity leave
If you are ready to take the next step in your career and become part of our dynamic team, we encourage you to apply!
Top Skills
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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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.











