The Sales Operations Lead / COO – Asset Management Line of Business is a key member of the centralized Sales Operations function, embedded within the Asset Management vertical to drive performance, pipeline health, and go-to-market execution. This position acts as the operational partner to the Asset Management Sales leader, combining hands-on analytics with operational excellence and leveraging strong business acumen with data analysis to helps ensure the segment executes against its strategic and revenue goals.
You won’t be building foundational processes from scratch — instead, you'll leverage core frameworks from the central Sales Operations team and tailor them to the Asset Management segment. Your focus will be on execution: running the business cadence, enabling segment-level insights, and driving seller productivity in close coordination with GTM, RevOps, Finance, Marketing, and Product. The ideal candidate thrives in a dynamic environment, demonstrates strong analytical capabilities, and can translate data into meaningful business insights while maintaining high operational standards.
Key Responsibilities
Segment Business Operations & GTM Execution
Drive weekly and monthly business reviews, forecast calls, and performance tracking for the Asset Management segment
Operationalize annual GTM plans, quota allocations, and seller coverage in alignment with corporate planning
Monitor segment performance vs. targets and recommend actions to improve pipeline, velocity, and win rates
Sales Execution Support
Identify process improvements that remove friction for sellers, improve CRM hygiene, and support growth
Track seller-level productivity, onboarding ramp, and resource utilization across the segment
Cross-Functional Coordination
Serve as the connective tissue between Asset Management sales and Clearwater’s central functions (Product, Finance, Marketing, RevOps)
Drive segment-specific inputs into pricing decisions, customer targeting, and product readiness
Represent the Asset Management LoB in companywide GTM and planning cadences
Impact and Outcomes
Increased seller productivity
Improved forecasting accuracy
Target achievement
Qualifications
6–8+ years in Sales Operations, GTM Strategy, or Business Operations roles in SaaS, fintech, or financial services
Prior experience supporting asset managers, or complex institutional clients preferred
Familiarity with sales cadences, pipeline analysis, quota planning, and forecast management
Proficiency with Salesforce, Excel/Sheets, and BI tools (Tableau, Looker, etc.)
Strong communicator and cross-functional collaborator; able to influence without authority
Comfortable working in a fast-paced, matrixed environment
What You'll Gain
Deep exposure to asset management go-to-market strategy within a high-growth SaaS business
Opportunity to shape the next chapter of Clearwater’s GTM evolution as we integrate acquisitions and scale globally
Partnership with experienced operators and access to a best-in-class Sales Ops framework you’ll help localize and apply
What we offer
Business casual atmosphere in a flexible working environment
Team focused culture that promotes innovation and ownership
Access cutting edge investment reporting technology and expertise
Defined and undefined career pathways allowing you to grow your own way
Competitive medical, dental, vision, and life insurance benefits
Maternity and paternity leave
Personal Time Off and Volunteer Time Off to give back to the community
RSUs as well as employee stock purchase plan and 401k with match
Work from anywhere 3 weeks out of the year
Work from home Fridays
Salary Range
$100,000.00 - $168,000.00 + bonus + RSUs
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.
Top Skills
What the Team is Saying
What We Do
Enfusion, a Clearwater Analytics company (NYSE: CWAN), helps investment managers solve their most pressing challenges by approaching innovation from a fundamentally different perspective. Our cloud-native, multi-tenant architecture powers continuous innovation, non-disruptive upgrades, and unmatched speed to market for institutional investors. We empower them to see clearly—so they can act with confidence.
From hedge funds to asset managers, we support firms in streamlining operations and scaling efficiently, so they can remain focused on performance and strategy. Our global team supports over 14,500 investment managers across nine global offices on four continents.
Follow Clearwater (https://builtin.com/company/clearwater-analytics) to stay informed on how we’re driving the future of investment technology—together.
Why Work With Us
Enfusion is your opportunity to pursue your passion, showcase and further develop your skills, and launch a meaningful and rewarding career. Our environment is collaborative and entrepreneurial. We’re self-starters who work together to solve challenges and propel our mission forward. Enfusion is where your future meets the future of finance.
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Enfusion, a Clearwater Analytics company Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
