We’re looking for a Sales Operations Lead who combines strategic business acumen with strong technical skills to transform how our sales organization operates. You’ll be responsible for building out our data warehouse and analytics infrastructure, streamlining sales processes, and enabling data-driven decision-making across the revenue organization.
This is a hands-on role where you’ll design and implement scalable systems that connect CRM, marketing automation, finance, and customer success data—creating a single source of truth for revenue performance.
Data Infrastructure & Analytics
Design, build, and maintain a data warehouse to centralize sales and revenue data from multiple systems (e.g., Salesforce, HubSpot, Snowflake, Looker, Stripe).
Partner with Data Engineering and IT to ensure data accuracy, governance, and scalability.
Develop and automate ETL/ELT pipelines to enable seamless reporting and insights.
Create intuitive dashboards and reports that empower leadership and sales teams to make informed decisions.
Sales Operations
Own and optimize the sales tech stack, including CRM configuration, data hygiene, and integrations.
Analyze sales performance metrics, pipeline health, and forecasting accuracy.
Identify bottlenecks and inefficiencies in the sales process and propose data-backed improvements.
Collaborate closely with Sales, Marketing, and Finance to align reporting and KPIs.
Strategy & Leadership
Build frameworks for territory planning, quota setting, and incentive design using reliable data models.
Drive adoption of data-driven decision-making across the GTM (Go-To-Market) organization.
Serve as a strategic partner to sales leadership, providing insights that shape go-to-market strategy.
Required Qualifications
7+ years in Sales Operations, Revenue Operations, or Business Operations, with a strong technical background.
Proven experience building or managing data warehouses and data pipelines (e.g., using Snowflake, BigQuery, Redshift, dbt, or similar).
Proficiency with SQL and at least one BI/reporting tool (e.g., Looker, Tableau, Power BI, Mode).
Deep understanding of CRM systems (Salesforce, HubSpot, or equivalent) and sales process design.
Strong analytical and problem-solving skills with a bias toward automation and scalability.
Preferred Qualifications
Experience with Python or other scripting languages for automation and data transformation.
Familiarity with APIs and integration tools (e.g., Fivetran, Airbyte, Zapier).
Background in SaaS, B2B, or tech industries.
Exceptional communication skills and ability to work cross-functionally with technical and non-technical teams.
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 - $180,000.00 + 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.
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Retirement Support — A company 401(k) match with immediate vesting is consistently included alongside tax‑advantaged accounts. This indicates reliable long‑term savings support as part of the package.
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Equity Value & Accessibility — Equity participation is available through an employee stock purchase plan, with RSUs included for some roles. This adds ownership potential beyond base pay and bonus.
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Leave & Time Off Breadth — Paid time off is available from day one with a baseline around three weeks, plus company holidays and volunteer time. Flexible elements like work‑from‑home Fridays and limited “work from anywhere” periods broaden practical time‑off utility.
Clearwater Analytics (CWAN) Insights
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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
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Employees engage in a combination of remote and on-site work.
