Senior Enterprise Sales Leader, Corporate Treasuries, New Logos

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San Jose, San José, CRI
Hybrid
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role

We are seeking a dynamic and results-oriented Sales Leader to join our team at Clearwater. This pivotal role involves achieving sales quotas by effectively addressing prospects' challenges through our innovative solutions. The ideal candidate will possess a natural curiosity, deep sector and, preferably, SaaS experience, and a passion for exceeding targets. As the Corporate Cash Sales Leader, you will play a crucial role in identifying and nurturing prospects, leading them through the sales journey from initial contact to contract closure. Your expertise in Clearwater's products and industry domains will be instrumental in driving success.

Responsibilities:

  • Meet and exceed sales quotas by winning new business targeting new corporate logos.

  • Build and expand pipeline by self-sourcing, collaborating with BDRs/SDRs, and driving marketing to source into prospect accounts.

  • Lead comprehensive demonstrations of the Clearwater platform and products.

  • Conduct thorough discovery sessions to understand prospect pain-points, customize solutions, and document findings to support implementation and client support post-sale.

  • Develop compelling proposals and RFP responses to secure new business opportunities.

  • Own the market as their own book of business to drive growth and bookings.

  • Serve as direct product and roadmap advocate for key prospects.  

Required Skills:

  • 10+ years selling into top tier corporate accounts

  • Deep understanding of the corporate treasury world

  • History of owning highly strategic accounts and proven growth

  • Solution based selling approach, multi-tier, comfortable at C suite

  • Proven track record of consistently exceeding goals and quotas.

  • Ability to collaborate effectively in cross-functional teams.

  • Exceptional interpersonal and presentation skills.

  • Outstanding verbal and written communication skills.

  • Strong organizational and interpersonal abilities.

  • Proficiency in Microsoft Office suite.

  • Excellent attention to detail and documentation skills.

  • Exceptional problem-solving capabilities.

Education and Experience:

  • Bachelor's degree

  • Minimum of 10+ years of relevant experience in meeting or exceeding sales quotas.

  • Proven experience in managing the full sales cycle.

  • Previous SaaS sales experience is a plus

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 

  • RSUs as well as employee stock purchase plan and 401k with match  

  • PTO and volunteer time off to give back to the community 

  • Defined and undefined career pathways allowing you to grow your own way 

  • Work from anywhere 3 weeks out of the year 

  • Hybrid, flexible working schedules 

  • Maternity and paternity leave

Join us at Clearwater and be part of a dynamic team committed to delivering exceptional solutions to our clients. Apply now to embark on an exciting career journey with us! Salary will DOE and location.

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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