Sales Development Representative

Posted An Hour Ago
Be an Early Applicant
2 Locations
Hybrid
66K-94K Annually
Mid level
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
Prospect, qualify, and generate new leads for enterprise Institutional Asset Manager and Hedge Fund accounts through personalized outreach (email, calls, social, direct mail). Educate prospects on Clearwater products, set meetings for sales teams, collaborate with assigned sales reps, and use CRM and content resources to drive sales-qualified leads and revenue growth.
Summary Generated by Built In

As a Sales Development Representative (SDR), you will be responsible for introducing Clearwater to prospects, kicking off and setting the tone for the sales cycle, helping to drive our growth. You will be responsible for creating, identifying and qualifying new sales leads and learning from seasoned, high performing sales executives. Your objective is to educate prospective clients about the value of our product and services, helping to set meetings for key decision makers and our sales and subject matter experts. If you are ambitious, competitive, intelligent and looking to build a successful sales career, then this is the opportunity for you!

What You’ll Do:

  • Create outreach strategies for new lead generation methods

  • Research targeted personas within the Enterprise sales team’s Institutional Asset Manager and Hedge Fund Accounts to ensure effective conversations

  • Initiate contact with targeted prospects by sending personalized emails, cold calling and direct mail and social media touch points

  • Achieve or exceed goal for sales qualified leads and sales accepted leads (in both quantity and quality) and ensure a proper handoff to Sales to assist in growing the revenue of the company

  • Proactively learn Clearwater products and services, competitor products, and industry

  • Offer pertinent resources (white papers, e-books, infographics, relevant blog articles) to prospects in an attempt to foster a relationship and increase education in the early stages of the buying process

  • Create relationships with clients to identify their potential needs and qualify their interests and viability to drive sales

  • Meet with your assigned Sales Reps and establish expectations of your partnership

What You’ll Need:

  • 3+ years of post graduate experience in a lead-generating role or sales

  • Bachelor's Degree in a related field

  • Business level English

  • Drive to achieve results through ownership, process optimization, and upstanding character

  • A passion for learning

  • High-energy, team-first and problem-solving mentality

  • Track record of prior success and strong work ethic

  • A strong understanding and well-defined reason for being interested in a sales career

  • Ability to engage in meaningful conversations at all levels of management

  • Excellent relationship building skills

  • Knowledge of a CRM (i.e. Salesforce) or database is an advantage

  • Experience with Microsoft office / Google package

Salary Range

$66,000.00 - $93,500.00

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

  • 3+ years of post graduate experience in a lead-generating role or sales
  • Bachelor's Degree in a related field
  • Business level English
  • Experience with Microsoft Office or Google Workspace
  • Knowledge of a CRM (i.e. Salesforce) or database
  • Ability to create outreach strategies for lead generation
  • Ability to research and target personas within institutional asset manager and hedge fund accounts
  • Ability to conduct personalized outreach (email, cold calling, direct mail, social)
  • Proven track record of prior success and strong work ethic
  • Excellent relationship building and ability to engage at all management levels
  • Drive to achieve results, ownership mindset, and process optimization focus
  • Passion for learning, high-energy, team-first and problem-solving mentality

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

  • Healthcare Strength Medical, dental, and vision coverage are provided, with indications that some plans are company‑paid and include dependents, plus vision extras like contacts/glasses coverage and LASIK discounts. Mental health support and HSA/FSA options are referenced alongside core health benefits.
  • Retirement Support A 401(k) with employer matching up to 4% is offered, with immediate/Safe Harbor vesting noted in materials. This provides structured, reliable support for long‑term savings.
  • Leave & Time Off Breadth PTO starts around three weeks and grows with tenure to a higher cap, and offerings include paid company holidays and volunteer time off. Paid parental leave is also provided.

Clearwater Analytics (CWAN) Insights

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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

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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
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