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Clearwater Analytics

Cloud-based investment accounting and analytics platform

Enterprise Sales Leader - Insurance Mid/Large

Account ExecutiveConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • Demonstrated success in enterprise sales, consistently meeting or exceeding revenue targets in a competitive Software as a Service or financial technology environment.
  • Understanding of the investment management, asset servicing, insurance, or financial technology industry.
  • Ability to uncover client needs, articulate value propositions, and tailor solutions to address specific business challenges.
  • Strong negotiation and deal-closing abilities, with experience navigating complex sales cycles and structuring win-win agreements.
  • Excellent verbal and written communication skills, with the ability to engage and influence senior executives and key stakeholders.
  • Bachelor's degree in business, finance, marketing, or a related field is preferred.
  • Ability to collaborate cross-functionally and contribute to the broader sales organization.
  • Ability to adapt to evolving business priorities and market conditions.

Responsibilities

  • Identify and prioritize prospective enterprise clients through proactive outreach, networking, and leveraging existing relationships.
  • Conduct presentations and demonstrations of Clearwater Analytics' solutions to key decision-makers and stakeholders within target organizations.
  • Understand client needs, pain points, and objectives to tailor Clearwater's solutions and position them as value-added propositions.
  • Lead negotiations to secure favorable terms and agreements aligned with client requirements and Clearwater's business objectives.
  • Manage and maintain a healthy sales pipeline, accurately forecast sales opportunities, and track progress through the sales cycle using customer relationship management tools.
  • Collaborate with pre-sales, solution consulting, marketing, and client success teams to support the transition from sales to implementation and ongoing support.
  • Monitor industry trends, competitor offerings, and market dynamics to identify opportunities and maintain a competitive edge.
  • Cultivate long-lasting client relationships and act as a trusted advisor throughout and beyond the sales process.

About the Company

Clearwater Analytics

Cloud-based investment accounting and analytics platform

Clearwater Analytics provides a cloud-native SaaS platform for investment accounting, reporting, and analytics used by institutional investors worldwide. The core product is a single-instance, multi-tenant system that ingests data from many sources, reconciles and enriches it, and serves as the single source of truth for client portfolios. It offers integrated modules for investment accounting, performance measurement, regulatory reporting, compliance monitoring, and risk analytics across all asset classes. The company differentiates itself by delivering a unified front-to-back office platform that replaces fragmented legacy systems, and it grows through acquisitions to broaden cross-asset capabilities with a recurring revenue model based on assets under management.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Boise, ID
Founded
2004

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