Full-Time

Vice President of Revenue Operations

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

$240k - $270kAnnually

+ Annual Bonus + RSUs

Senior, Expert

New York, NY, USA

NYC/tri-state location is essential.

Category
Project Management
Strategy Development
Business Development
Business & Strategy
Required Skills
Salesforce
Data Analysis
Requirements
  • 10+ years in Revenue Operations, Sales Operations, or a similar role with a proven record of accomplishment in a high-growth SaaS environment.
  • Proven ability to influence across an organization to lead and develop high-performing teams, particularly in Sales Operations and Enablement.
  • Someone who doesn’t hesitate to roll-up their sleeves and get in the details and – ideally with experience working for both large and small companies.
  • Strong ability to translate data into actionable insights.
  • Experience with CRM platforms, marketing automation, and revenue technologies, preferably Salesforce and Marketo.
  • Excellent verbal and written communication skills, with the ability to influence and collaborate with senior leadership and cross-functional teams.
  • Strong focus on continuous improvement and innovation.
  • Deep understanding of customer needs and alignment with operations.
Responsibilities
  • Collaborate with the CRO, MD EMEA/APAC, CMO, CPO, and Sales Directors to develop and execute the Revenue Operations strategy.
  • Define and align Ideal Customer Profiles (ICP), Personas, Use Cases, and acquisition motions.
  • Optimize lead attribution, Target Account Lists (TAL), messaging, and positioning.
  • Ensure capacity planning, outbound activity, and territory balancing are effectively managed.
  • Create effective incentive programs that drive results and create the right behaviors.
  • Work with CMO and CPO to drive clear roles/responsibilities and accountability frameworks and metrics to drive results.
  • Define opportunity scoring frameworks, and nurture processes.
  • Map the lead-to-customer journey with campaign insights and reporting.
  • Lead the Sales Operations and Enablement teams to implement onboarding and ever-boarding programs, ensuring continuous development and alignment with sales strategies.
  • Align campaigns with the Target Account Lists and optimize cost per lead/opportunity.
  • Maximize social prospecting, intent signals, and ABM integration.
  • Lead initiatives for executive sponsorship, deal reviews, and customer reference programs.
  • Leverage AI for attribution, funnel optimization, and forecasting.
  • Implement automated workflows for lead journeys, account risk assessments, and engagement processes.
  • Optimize the customer journey from handoff to retention and expansion.
  • Establish KPIs (Key Performance Indicators) for retention and ensure alignment with partner-led implementations and coverage models.
  • Maintain data hygiene and celebrate key milestones such as go-lives.
  • Develop comprehensive onboarding programs for new revenue team members to ensure a strong start and quick ramp-up.
  • Create ever-boarding initiatives that provide ongoing education, skills development, and performance enhancement, ensuring long-term capacity, productivity, and impact.

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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