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
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
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Retirement Support — A 401(k) plan with employer matching (commonly up to 4%) and references to immediate or Safe Harbor vesting indicate solid long‑term savings support. This combination is highlighted across employer materials and job postings.
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Leave & Time Off Breadth — Immediate eligibility for PTO, paid holidays, and volunteer time off is noted, alongside paid maternity and paternity leave. This breadth suggests a well-rounded time‑off framework from day one.
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Parental & Family Support — Paid parental leave is complemented by childcare benefits, a Dependent Care FSA, and amenities such as an onsite Mother’s Room. These provisions point to tangible support for families.
Clearwater Analytics (CWAN) Insights
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.
