Sales Development Representative - Asset Management and Hedge Funds

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2 Locations
Hybrid
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role

The Team:

The Sales Department is critical to Clearwater’s overall growth in AsiaPac. Spread across five verticals, including Operations, New Sales, Solutions Engineering, Sales Development, and Partnerships, Clearwater Sales is instrumental in broadening our existing footprint by delivering strategic business initiatives.

The Role:
As a Sales Development Representative (SDR) based in either Sydney or Singapore, 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:

  • 1+ years of experience in a lead-generating role or sales
  • Bachelor's Degree in a related field
  • Business level English language skills
  • 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

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad

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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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