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 Asset Owner, Asset Management and Insurance customers through phone calls, emails, and LinkedIn. They will gain expertise in sales techniques and utilize company tools like Salesforce, Claude Enterprise, Gong, LinkedIn Sales 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 within either Asset Owner, Asset Management or Insurance.
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.
1+ years’ successful attainment in a Business Development or Inside Sales role.
Skills Required
- Bachelor's degree in business administration, finance, accounting, or related field
- 1+ years' successful attainment in a Business Development or Inside Sales role
- Excellent relationship building skills and natural curiosity
- Competitiveness, passion, drive, solid work ethic, and motivation
- Ability to be a team player while 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
- Experience or willingness to utilize sales tools: Salesforce, Claude Enterprise, Gong, LinkedIn Sales Navigator, ZoomInfo, High Spot
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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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
