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Clearwater Analytics

Cloud-based investment accounting and analytics platform

Business Development Representative

Sales Development RepresentativeConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$48k - $62kIn-person

About the Job

Requirements

  • A bachelor's degree in business administration, finance, accounting, or another related area.
  • Strong computer skills, including proficiency in Microsoft Office.
  • Excellent relationship-building skills and natural curiosity.
  • A track record of success in life.
  • Competitiveness, passion, drive, a solid work ethic, and motivation.
  • Ability to work as part of a team while making independent decisions.
  • Excellent attention to detail and strong documentation skills.
  • Outstanding verbal and written communication skills.
  • Strong organizational and interpersonal skills.
  • Exceptional problem-solving abilities.

Responsibilities

  • Research and identify compelling events to determine customer needs and personalize sales communications.
  • Source, prepare for, and participate in business meetings with prospective clients.
  • Promote company products and services by addressing or predicting client objectives, with the goal of increasing net-new pipeline.
  • Create and maintain client information in the customer relationship management database.
  • Collaborate with and learn from closers while supporting deals as they move through the sales funnel.
  • Proactively contact potential customers by phone, email, and LinkedIn to address concerns about investment reporting accuracy and timeliness.
  • Use Salesforce, Outreach, LinkedIn Navigator, ZoomInfo, and High Spot to find prospects and contribute to company growth.

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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