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Clearwater Analytics

Cloud-based investment accounting and analytics platform

Business Development Representative

Sales Development RepresentativePosted on Nov 12
Full-timeBoise, ID, USANo salary listedIn-person

About the Job

Requirements

  • Graduating in 2026 with a Bachelor's degree in business administration, finance, accounting, or another related area.
  • Proficiency in Microsoft Office and strong computer skills.
  • Strong relationship-building, verbal and written communication, documentation, organizational, and interpersonal skills.
  • Ability to make independent decisions while working as part of a team.
  • Strong attention to detail and problem-solving abilities.
  • A track record of success, competitiveness, motivation, passion, drive, and a solid work ethic.

Responsibilities

  • Research prospective clients and identify compelling events to understand customer needs and personalize sales communications.
  • Source, prepare for, and participate in business meetings with prospective clients.
  • Promote company products and services to address or anticipate client objectives and increase the net-new sales pipeline.
  • Create and maintain client information in the customer relationship management database.
  • Collaborate with and learn from closers while supporting deals through the sales funnel.
  • Proactively contact potential customers by phone, email, and LinkedIn to discuss investment reporting accuracy and timeliness.

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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