Sales Director, Strategic Insurance

Reposted 2 Days Ago
New York, NY, USA
Hybrid
225K-375K Annually
Expert/Leader
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
The Sales Director leads a sales team to achieve targets, develops strategies, maintains relationships with clients, and guides team members through the sales process.
Summary Generated by Built In

Job Summary:  

The Sales Director is responsible for leading a team of quota carrying sales reps, BDRs/SDRs, and solution consultants to deliver on quarterly and annual sales targets. They have deep domain knowledge of Clearwater and its products as well as relevant industry domain expertise. They create and maintain senior level relationships with prospects, clients, and other influencers in the marketThe Sales Director takes an active role in sales pursuits, ensures the team is executing a world-class sales process, and works to develop and enable all team-members.   

  

Responsibilities: 

  • Win new business to meet quota. 

  • Develop successful sales strategy for assigned team and market. 

  • Takes an active role in sales pursuits throughout the sales cycle as needed. 

  • Participate directly in sourcing new opportunities and building pipe by leveraging their network of contacts and relationships. 

  • Work with Marketing to develop sales & marketing campaigns tailored to their assigned territory / market. 

  • Drive a world-class sales process for their assigned team.  

  • Maintain senior / executive relationships with prospects and clients. 

  • Help ensure successful conversion of bookings to revenue by maintaining client delight through implementation and beyond. 

  • Demonstrated expertise in sales best practices, Clearwater knowledge, and market knowledge. 

  • Has successfully helped their team achieve their annual sales quota for at least 2 years. 

Required skills:  

  • Proven record of exceeding sales goals/quotas.

  • Ability to gain access and interact with C-level executives.

  • Superior interpersonal and presentation skills.

  • General understanding of investments and/or GAAP and Statutory accounting  

  • Strong computer skills, including proficiency in Microsoft Office.   

  • Excellent attention to detail and strong documentation skills.   

  • Outstanding verbal and written communication skills.   

  • Strong organizational and interpersonal skills.  

  • Exceptional problem-solving abilities. 

Education and Experience:  

  • MBA, CPA, or other relevant advanced degree preferred but not required 

  • 9+ years of relevant experience meeting or exceeding a sales quota. 

  • Experience running the full sales cycle (cold call to contract). 

  • Experience working closely with the Board and Leadership team to shape company and regional strategy. 

Salary Range:
$225,000 - $375,000
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

  • Proven record of exceeding sales goals/quotas
  • Ability to gain access and interact with C-level executives
  • Superior interpersonal and presentation skills
  • General understanding of investments and/or GAAP and Statutory accounting
  • Strong computer skills, including proficiency in Microsoft Office
  • Excellent attention to detail and strong documentation skills
  • Outstanding verbal and written communication skills
  • Strong organizational and interpersonal skills
  • Exceptional problem-solving abilities
  • MBA, CPA, or other relevant advanced degree preferred but not required
  • 9+ years of relevant experience meeting or exceeding a sales quota
  • Experience running the full sales cycle (cold call to contract)
  • Experience working closely with the Board and Leadership team to shape company and regional strategy

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad

Clearwater Analytics (CWAN) Compensation & Benefits Highlights

  • Retirement Support A 401(k) plan with company match and immediate vesting is consistently included. This supports long‑term savings without waiting periods.
  • Leave & Time Off Breadth PTO and holidays are immediately eligible, with flexible time off, volunteer time off, and parental leave available. Some roles also feature work‑from‑anywhere weeks and periodic remote flexibility.
  • Equity Value & Accessibility RSUs and an employee stock purchase plan are listed in many postings alongside core benefits. This provides additional ownership opportunities beyond salary and bonus.

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
Learn more

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