RevOps Business Partner

Posted An Hour Ago
Be an Early Applicant
New York, NY, USA
Hybrid
120K-168K Annually
Senior level
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
Serves as a strategic advisor and operational partner to sales leadership, leading cross-functional initiatives, managing account distribution and CRM data, supporting pricing and quoting, improving sales processes and reporting, and coordinating information across sales, product, and market research teams. The role also mentors operations staff and drives scalable revenue operations practices.
Summary Generated by Built In

Clearwater Analytics is seeking a Revenue Operations Business Partner to serve as a strategic advisor and operational backbone to our sales organization. We are looking for a professional with experience in sales or revenue operations who can operate independently, build trusted relationships with sales leadership, and bring rigor and scalability to the processes that power the sales organization's success. The ideal candidate combines deep operational expertise with the judgment and gravitas to partner effectively with senior stakeholders across sales, product, and market research.

Key Responsibilities
  • Plan and lead the implementation of cross-functional projects that support and scale the sales organization, ensuring initiatives are delivered on time and drive measurable improvements in sales effectiveness.
  • Serve as a trusted resource to the sales organization, providing technical and administrative product information and guidance to help representatives engage customers accurately and confidently.
  • Partner closely with the market research team to ensure current market analysis and competitive data are reflected in customer pricing and quoting decisions.
  • Own the preparation and ongoing management of account distribution across the sales team, and maintain accurate, up-to-date records in the CRM and other automated tracking systems.
  • Coordinate with Sales Representatives to prepare sales documentation and ensure customer requirements are fully understood and satisfied throughout the sales cycle.
  • Act as a liaison between sales, product, market research, and other internal stakeholders to remove operational friction and ensure consistent, accurate information flows to the field.
  • Identify opportunities to improve and standardize sales operations processes, tools, and reporting, bringing a continuous-improvement mindset informed by prior experience scaling revenue operations functions.
  • Mentor and provide guidance to less experienced operations staff, sharing best practices developed over a career in sales and revenue operations.

Qualifications & Experience
  • 8+ years of progressive experience in sales operations, revenue operations, or a closely related business-partnering function, ideally within SaaS, fintech, or financial services.
  • Demonstrated experience supporting a sales organization with project planning, account distribution, pricing/quoting support, and sales documentation.
  • Hands-on expertise administering and optimizing CRM platforms (e.g., Salesforce) and other automated sales tracking systems.
  • Experience partnering with market research or competitive intelligence functions to inform pricing strategy.
  • Strong track record building credibility and trust with senior sales leadership and cross-functional partners.
  • Excellent organizational, analytical, and communication skills, with the ability to manage multiple priorities independently.
  • Bachelor's degree in Business, Finance, or a related field required; MBA or equivalent advanced degree preferred.

Salary Range

$120,000.00 - $168,000.00

This 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

  • 8+ years of progressive experience in sales operations, revenue operations, or a closely related business-partnering function
  • Experience supporting a sales organization with project planning, account distribution, pricing and quoting support, and sales documentation
  • Hands-on expertise administering and optimizing CRM platforms, such as Salesforce, and other automated sales tracking systems
  • Experience partnering with market research or competitive intelligence functions to inform pricing strategy
  • Strong track record building credibility and trust with senior sales leadership and cross-functional partners
  • Excellent organizational, analytical, and communication skills, with the ability to manage multiple priorities independently
  • Bachelor's degree in Business, Finance, or a related field
  • MBA or equivalent advanced degree

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
Clearwater Analytics (CWAN)
Souvik Das
Sandeep Sahai

Clearwater Analytics (CWAN) Compensation & Benefits Highlights

  • 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.
  • 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.
  • 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

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Boise, ID
1,100 Employees
Year Founded: 2004

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

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

Clearwater Analytics (CWAN) Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQBoise, ID
Bengaluru, Karnataka
Chicago, IL
Dublin, IE
Hong Kong, 23/F, Man Yee Building
London, GB
Mumbai, Maharashtra
New York, NY
Singapore
Sydney
Learn more

Similar Jobs

Hybrid
New York, NY, USA
1100 Employees
120K-168K Annually

Clearwater Analytics (CWAN) Logo Clearwater Analytics (CWAN)

Head Of Product

Fintech • Software • Financial Services
Hybrid
New York, NY, USA
1100 Employees
160K-250K Annually

Clearwater Analytics (CWAN) Logo Clearwater Analytics (CWAN)

Head of Market Product Derivatives

Fintech • Software • Financial Services
Hybrid
New York, NY, USA
1100 Employees
207K-296K Annually

Clearwater Analytics (CWAN) Logo Clearwater Analytics (CWAN)

Business Development Representative

Fintech • Software • Financial Services
Hybrid
New York, NY, USA
1100 Employees
48K-62K Annually

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account