Full-Time

Enterprise Sales Leader-Insurance

Confirmed live in the last 24 hours

Clearwater Analytics

Clearwater Analytics

1,001-5,000 employees

Cloud-based investment management platform

Enterprise Software
Fintech
Financial Services

Compensation Overview

$100k - $165kAnnually

+ Variable Compensation + RSUs

Senior

New York, NY, USA

Hybrid position with flexible working schedules; requires in-office presence.

Category
Strategic Account Management
Sales & Account Management
Requirements
  • Proven Track Record: Demonstrated success in enterprise sales, consistently meeting or exceeding revenue targets in a competitive SaaS/FinTech environment.
  • Industry Knowledge: Understanding of the investment management, asset servicing, insurance or financial technology (FinTech) industry.
  • Consultative Selling Skills: Ability to uncover client needs, articulate value propositions, and tailor solutions to address specific business challenges.
  • Negotiation Skills: Strong negotiation and deal-closing abilities, with experience navigating complex sales cycles and structuring win-win agreements.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to engage and influence senior executives and key stakeholders.
  • Team Player: Collaborative mindset with a willingness to work cross-functionally and contribute to the success of the broader sales organization.
  • Adaptability: Ability to thrive in a fast-paced, dynamic environment, with the flexibility to adapt to evolving business priorities and market conditions.
  • Bachelor's Degree: Bachelor's degree in business, finance, marketing, or a related field preferred.
Responsibilities
  • Prospecting and Lead Generation: Identify and prioritize prospective enterprise clients through proactive outreach, networking, and leveraging existing relationships.
  • Sales Presentations: Conduct compelling presentations and demonstrations of Clearwater Analytics' solutions to key decision-makers and stakeholders within target organizations.
  • Solution Selling: Understand client needs, pain points, and objectives to tailor Clearwater's solutions effectively and position them as value-added propositions.
  • Deal Negotiation: Lead negotiation efforts to secure favorable terms and agreements, ensuring alignment with both client requirements and Clearwater's business objectives.
  • Pipeline Management: Manage and maintain a healthy sales pipeline, accurately forecasting sales opportunities and tracking progress through the sales cycle using CRM tools.
  • Collaboration: Work closely with internal teams including pre-sales, solution consulting, marketing, and client success to ensure a seamless transition from sales to implementation and ongoing support.
  • Market Intelligence: Stay abreast of industry trends, competitor offerings, and market dynamics to identify new opportunities and maintain a competitive edge.
  • Client Relationship Management: Cultivate strong, long-lasting relationships with clients, acting as a trusted advisor and partner throughout the sales process and beyond.

Clearwater Analytics provides a cloud-based platform that helps organizations manage their investment portfolios. The platform serves various clients, including asset managers, corporations, insurers, and public sector entities, by offering tools for compliance, risk management, and performance analytics. Clearwater consolidates investment data into a single view, allowing clients to make informed decisions while automating manual processes like data reconciliation and reporting. This Software-as-a-Service (SaaS) model allows clients to subscribe to the platform, generating recurring revenue for Clearwater based on the assets under management. The technology is well-regarded in the financial industry, known for its transparency and accuracy, and endorsed by major institutions like J.P. Morgan and Transamerica. Clearwater's goal is to simplify investment management, enabling clients to focus on achieving better investment outcomes through accurate, real-time data.

Company Stage

N/A

Total Funding

$705.5M

Headquarters

Boise, Idaho

Founded

2004

Simplify Jobs

Simplify's Take

What believers are saying

  • Clearwater's partnerships with high-profile clients like Franklin Templeton and Pool Re demonstrate its strong market presence and potential for growth.
  • Participation in major investor conferences and consistent financial performance indicate robust business health and promising future prospects.
  • The platform's automation of manual processes allows clients to focus on strategic activities, potentially leading to better investment outcomes and higher client satisfaction.

What critics are saying

  • The competitive landscape in financial technology is intense, requiring Clearwater to continuously innovate to maintain its edge.
  • Dependence on high-profile clients means that losing a major client could significantly impact revenue and market perception.

What makes Clearwater Analytics unique

  • Clearwater Analytics offers a single-instance, multi-tenant architecture that provides a consolidated view of investment data, setting it apart from competitors with fragmented systems.
  • The platform's ability to deliver daily, audit-quality data endorsed by major financial institutions like J.P. Morgan and Transamerica enhances its credibility and reliability.
  • Clearwater's SaaS model ensures a steady stream of recurring revenue, allowing for continuous platform improvements and superior customer support.

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