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Clearwater Analytics

Cloud-based investment accounting and analytics platform

Relationship Manager

Sales Development Representative +1Confirmed live in the last 24 hours
Full-timeTokyo, JapanNo salary listedIn-person

About the Job

Requirements

  • At least 3 years of post-graduate experience in a lead-generating, sales, or client-facing role.
  • A bachelor's degree in a related field.
  • Native Japanese and business-level fluency in English.
  • Knowledge of a customer relationship management system such as Salesforce or a database is an advantage.
  • Experience with Microsoft Office or Google Workspace.
  • Ability to engage in meaningful conversations at all levels of management.
  • Ability to build relationships and identify client needs.
  • Drive to achieve measurable results through ownership and process optimization.
  • A strong understanding of and reason for pursuing a sales and relationship-management career.

Responsibilities

  • Execute outreach to assigned targets in the Japanese market, implementing management's lead-generation strategy.
  • Research targeted personas within institutional asset manager, insurer, and hedge fund accounts.
  • Initiate contact with targeted prospects through personalized emails, cold calling, direct outreach, and social media touch points.
  • Meet or exceed goals for meetings, new relationships, sales-qualified leads, and sales-accepted leads, and hand off prospects to Sales.
  • Capture detailed meeting notes to support clean handoffs and accurate pipeline tracking.
  • Offer prospects resources such as white papers, e-books, infographics, and relevant blog articles to foster relationships and educate them early in the buying process.
  • Serve as the relationship point of contact for assigned accounts, building trust and long-term rapport.
  • Identify clients' evolving needs and uncover cross-sell and expansion opportunities.
  • Partner with client servicing teams and subject matter experts to support a seamless client experience and high satisfaction.
  • Qualify client interests and viability to drive ongoing sales.
  • Learn Enfusion by Clearwater products and services, competitor products, and the industry.
  • Meet with assigned Sales Representatives and establish clear partnership expectations.

Desired Qualifications

  • Knowledge of a customer relationship management system such as Salesforce or a database is an advantage.

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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