Enterprise Sales Leader
About the job
- 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 mutually beneficial agreements.
- Excellent verbal and written communication skills, with the ability to engage and influence senior executives and key stakeholders.
- Ability to work cross-functionally and contribute to the success of the broader sales organization.
- Ability to adapt to evolving business priorities and market conditions.
- 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 negotiation efforts to secure favorable terms and agreements, ensuring alignment 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.
- Work closely with pre-sales, solution consulting, marketing, and client success teams to ensure a seamless transition from sales to implementation and ongoing support.
- Stay abreast of industry trends, competitor offerings, and market dynamics to identify new opportunities and maintain a competitive edge.
- Cultivate strong, long-lasting relationships with clients, acting as a trusted advisor and partner throughout the sales process and beyond.
- A Bachelor's degree in business, finance, marketing, or a related field is preferred.
About the company
Clearwater Analytics offers a cloud-native SaaS platform for investment accounting, reporting, and analytics used by institutional investors worldwide. Its core product is a single-instance, multi-tenant system that automates the entire investment data lifecycle by ingesting, reconciling, and enriching data to create a single source of truth for portfolios. The platform includes modules for accounting, performance measurement, regulatory reporting, compliance, and risk analytics across all asset classes, including private markets. The company differentiates itself through a unified front-to-back office solution and expands capabilities via acquisitions to build a cohesive cross-asset platform; its goal is to simplify investment data management for clients and scale with assets under management using a recurring revenue model based on AUM.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
Boise, Idaho
Founded
2004
Get referred to Clearwater Analytics
See people who can refer or advise you
Simplify's Take
What believers are saying
- Q1 2026 revenue reached $221.2 million, up 74%, with ARR at $872 million.
- Gross revenue retention hit 97% in March 2026, showing sticky institutional demand.
- NFU Mutual selected Clearwater in September 2026, validating insurer demand for its operating model.
What critics are saying
- June 25, 2026 go-private removes public scrutiny and liquidity, concentrating control with sponsors.
- $3.525 billion Goldman-led debt financing increases leverage pressure after the buyout closes.
- Private credit rivals and Blackstone integrations squeeze Clearwater's differentiation as customers demand faster implementation.
What makes Clearwater Analytics unique
- June 2026 acquisition created front-to-back platform breadth across accounting, risk, and workflows.
- June 3, 2026 AI products embed automation into Clearwater's trusted $10 trillion data foundation.
- Blackstone-developed Total Portfolio Oversight unifies public-private risk views in production.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Parental Leave
Paid Vacation
Paid Sick Leave
401(k) Company Match
Company Equity
Remote Work Options
Flexible Work Hours
Growth & Insights and Company News
6 month growth
36%1 year growth
36%2 year growth
36%NFU Mutual selects Bloomberg and Clearwater to modernise operating model. 23 September 2026 UK Reporter: Madison Hendrickson NFU Mutual (NFUM), a UK-based rural insurer, has selected Bloomberg Buy-Side Solutions and Clearwater Analytics' to streamline its front-to-back multi-asset investment management operating model. The firm reports that Bloomberg will provide portfolio management, trading, pre-trade compliance, and trade operations - including workflows to support T+1 settlement readiness - while Clearwater will provide investment operations and accounting. Speaking on the integration, Nigel Bryan, head of Financial Control at NFU Mutual, says: "By adopting Bloomberg and Clearwater's integrated solutions, we are building an automated and highly flexible end-to-end operating model that strengthens our control environment, streamlines processes and builds a solid data foundation for our investment reporting." Bryan adds: "The solution automates key workflows across the investment lifecycle, from order generation and execution through matching, settlement, and post-trade processing." According to NFUM, Bloomberg's collaboration with Clearwater enables NFUM to establish a seamless, flexible front-to-back composable operating model that improves workflow efficiency, strengthens data consistency and transaction reporting, and accelerates settlement cycles. Jose Ribas, head of Buy-Side Enterprise Solutions at Bloomberg, comments: "Insurers are modernising their investment operations by connecting portfolio management, trading, accounting, and post-trade reporting around a single, trusted framework." He explains that together with Clearwater, Bloomberg is helping NFUM to "simplify complex workflows, strengthen data consistency, and utilise a composable operating model that can scale with its business". Keith Viverito, managing director, EMEA at Clearwater Analytics, adds: "NFU Mutual's selection shows that insurers no longer need to choose between operational depth and technological agility. With integrated front-to-back solutions from Clearwater and Bloomberg, clients can build one accurate, audit-ready operating model across the entire investment lifecycle delivered as a service, and the accuracy and auditability their business demands." Previous industry article Next industry article NO FEE, NO RISK 100% ON RETURNS If you invest in only one asset servicing news source this year, make sure it is your free subscription to Asset Servicing Times
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Clearwater Analytics has secured $3.525 billion in senior secured credit facilities led by Goldman Sachs Private Credit. The arrangement comprises a $2.7 billion term loan, a $500 million delayed draw term loan and a $325 million revolving facility. The funding will support the company's merger financing and strengthen its financial position. The substantial credit agreement signals market confidence and may encourage similar financing arrangements amongst other firms in the sector. The deal represents a significant transaction in the private credit market, with potential implications for leverage and credit quality across the industry.
Clearwater Analytics has launched three AI-enabled products designed to streamline institutional investment workflows. The tools leverage the company's investment data foundation, which supports over $10 trillion in global assets. The new offerings include Clearwater Compass, which automates exception management and reconciliation for accounting teams; Total Portfolio Oversight, developed with Blackstone to provide unified views of public and private asset risk; and Fund Analytics, which structures fragmented private markets data using AI. These products aim to replace manual, spreadsheet-driven processes with centralised, intelligence-backed workflows. CEO Sandeep Sahai stated the solutions' effectiveness stems from the platform's high-quality investment record. The company aims to help firms accelerate decision-making whilst maintaining institutional-grade controls.
Clearwater Analytics (CWAN) launches three ai-enabled products for institutional investment workflows. Clearwater Analytics Holdings Inc. (NYSE:CWAN) is one of the best young stocks to invest in according to hedge funds. On June 3, Clearwater Analytics introduced three AI-enabled products designed to integrate directly into institutional investment workflows. By using its trusted investment data foundation, which supports over $10 trillion in global assets, the company aims to help investors automate operations, improve risk management, and gain deeper insights into private markets without sacrificing transparency or auditability. The new offerings include Clearwater Compass, which automates exception management and reconciliation for accounting teams; Total Portfolio Oversight, developed with Blackstone to provide a unified view of public and private asset risk; and Fund Analytics, which uses AI to structure fragmented private markets data. These tools are designed to replace manual, spreadsheet-driven processes with centralized, intelligence-backed workflows. CEO Sandeep Sahai emphasized that the effectiveness of these AI solutions is rooted in the platform's high-quality investment record. By embedding intelligence directly into operational and oversight functions, Clearwater Analytics Holdings Inc. (NYSE:CWAN) aims to help firms accelerate their decision-making processes while maintaining the rigorous controls required by institutional investors. Clearwater Analytics Holdings Inc. (NYSE:CWAN) provides a cloud-native investment management platform for institutional investors across public and private markets, using a single-instance, multi-tenant architecture to deliver real-time data and AI-driven insights across the investment lifecycle. While InvestingChannel, Inc. acknowledge the potential of CWAN as an investment, InvestingChannel, Inc. believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see its free report on the best short-term AI stock.