Full-Time

Head of Field Marketing

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

Expert

London, UK

Category
General Marketing
Growth Marketing
Growth & Marketing
Required Skills
Lead Generation
Data Analysis
Requirements
  • 10+ years in field marketing in technology/software with a deep understanding of financial services and, ideally, the insurance market.
  • Demonstrated success in planning and executing field marketing strategies that achieve lead generation, customer acquisition, and revenue growth.
  • Strong communication and interpersonal skills; adept at building and maintaining relationships with a diverse range of stakeholders.
  • Excellent analytical abilities with a data-driven approach.
  • Proven ability to thrive in a fast-paced environment and manage multiple projects simultaneously.
Responsibilities
  • Create and implement integrated field and partner marketing campaigns tailored to regional needs. Focus on driving demand generation, acquiring new clients, and expanding business within existing accounts to meet pipeline and revenue targets.
  • Partner with sales and client success leaders to ensure alignment of global field and partner marketing priorities. Allocate resources effectively to support both new customer acquisition and existing customer expansion strategies.
  • Develop and maintain strong relationships with sales teams and partners. Design and execute joint marketing initiatives that have a global impact, with a balanced approach to attracting new clients and deepening existing customer relationships.
  • Work closely with demand generation and portfolio/product marketing teams to create compelling content. This includes customer success stories, case studies that highlight both new logo wins and successful expansion within existing accounts, and joint value presentations.
  • Plan and manage regional and national events such as conferences, seminars, webinars, and trade shows. Focus on boosting brand awareness, generating new leads, and nurturing relationships with existing customers to drive further engagement and upsell opportunities.
  • Conduct in-depth market analysis to understand industry trends, competitor activities, and customer insights. Use this data to refine field marketing strategies that address both acquisition and expansion goals.
  • Track and analyze marketing performance metrics, providing actionable insights to optimize strategies. Manage the budget for field and partner marketing initiatives to ensure effective use of resources.

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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