Clearwater Analytics is seeking a dynamic and results-oriented Insurance Upsells specialist to join our growing sales team. You will play a pivotal role in driving revenue growth by identifying upsell opportunities within our existing insurance client base. Leveraging your deep understanding of Clearwater and the insurance industry, you will cultivate strong relationships with key stakeholders, understand their business needs, and drive revenue.
Responsibilities:
1. Identify Upsell Opportunities: Proactively analyze existing insurance client accounts to identify opportunities for upselling additional Clearwater Analytics solutions and services.
2. Develop Strategic Account Plans: Collaborate with the Presales and SDRs to develop strategic account plans for targeted insurance clients, outlining upsell opportunities, key stakeholders, and action plans for engagement.
3. Build Relationships: Cultivate strong relationships with key decision-makers and influencers within insurance client organizations, including C-suite executives, portfolio managers, risk managers, and operations teams.
4. Understand Client Needs: Gain a deep understanding of each client's business objectives, pain points, and challenges related to investment accounting, reporting, and analytics within the insurance industry.
5. Present Solutions: Articulate the value proposition of Clearwater Analytics solutions and services to insurance clients, aligning them with their specific needs and objectives.
6. Negotiate Contracts: Lead contract negotiations and pricing discussions with insurance clients, ensuring mutually-beneficial agreements that drive revenue growth and long-term partnerships.
7. Collaborate Internally: Work closely with cross-functional teams, including sales, global delivery, product management, and client services, to ensure seamless execution of upsell opportunities and exceptional client experience.
8. Track and Report Progress: Maintain accurate records of sales activities, pipeline updates, and progress towards upsell targets, providing regular reports to sales leadership.
Qualifications:
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Deep understanding of insurance industry dynamics, including investment accounting, regulatory compliance, and risk management.
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Strong consultative selling skills, with the ability to uncover client needs, present solutions, and negotiate contracts effectively.
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Excellent communication and interpersonal skills, with the ability to build rapport and credibility with senior-level executives.
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Proactive, self-motivated, and results-driven mindset, with a track record of meeting and exceeding sales targets.
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Ability to thrive in a fast-paced, dynamic environment and adapt to evolving business priorities
What we offer:
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Business casual atmosphere in a flexible working environment
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Team focused culture that promotes innovation and ownership
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Access cutting edge investment reporting technology and expertise
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Defined and undefined career pathways allowing you to grow your own way
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Competitive medical, dental, vision, and life insurance benefits
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Maternity and paternity leave
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Personal Time Off and Volunteer Time Off to give back to the community
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RSUs as well as employee stock purchase plan and 401k with match
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Work from anywhere 3 weeks out of the year
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Work from home Fridays
What We Do
Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.
Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.
For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.
With global headquarters in Boise, Idaho, and offices in Edinburgh, London, New Delhi, New York, and Singapore, Clearwater sets the new global standard for investment portfolio reporting.
