Sales Development Representative, Clearwater Analytics
$50-60k
2 days a week in office
Unified front-to-back investment management platform
Job no longer available
Unified front-to-back investment management platform
1001+ employees
Job no longer available
$50-60k
2 days a week in office
1001+ employees
Company mission
To provide investment professionals with the modern technology they deserve.
Role
Who you are
- Minimum of 2 years previous experience in a business development role
- Excellent communication and interpersonal skills
- Strong organizational and time management skills
- Ability to work independently and as part of a team
- Proficient in Salesforce with experience using LinkedIn Sales Navigator, ZoomInfo, and other SDR tools
- Self-motivated with a strong work ethic
- Must be willing to go into the office 2 days per week
- Travel to conferences as needed is required
- A foundational understanding of the capital markets and energy/commodities markets with a keen interest in financial and risk technology
- Bachelor’s degree in a related field
- Minimum 2 years previous experience in a business development role
What the job involves
- We are seeking a Sales Development Representative (SDR) to join our growing sales team in New York
- The successful candidate will be responsible for generating new business opportunities through targeted outbound prospecting and qualifying inbound leads
- This is a fast-paced, meeting-generating and quota-carrying role that requires a self-motivated individual with excellent communication skills and a passion for sales
- The role reports into Marketing/Lead Generation and will directly partner with our Sales team and assist them with conducting research, identifying new leads, and creating early stage opportunities
- They will also work extremely closely with our Product Marketing team to ensure we are targeting the right prospective clients and engaging with senior leader, key decision makers
- Conduct outbound prospecting through email, social media, and phone to generate leads
- Target specific accounts; gather account intelligence and identify key decision makers
- Conduct rigorous research and analysis to understand a prospect’s work history, potential business needs and likely pain points, tailoring messaging accordingly
- Create early-stage opportunities by qualifying inbound and outbound leads; work closely with Sales and technical experts to commence discovery and schedule bespoke product demos
- Develop and maintain a pipeline of early-stage opportunities to meet monthly and quarterly targets
- Collaborate with Sales to ensure a smooth handoff of qualified opportunities
- Collaborate with Sales, Marketing, Product Marketing, and Revenue Operations by bringing innovative lead-generation ideas to each weekly meeting
- Maintain accurate records of all prospect accounts and lead details and outreach activities in the CRM system
- Support pre-, during, and post-conference activities; set up meetings ahead of the conference, attend the conference for set up and tear down activities, meet with prospects, network, generate and nurture leads
- Participate in ongoing training and development to enhance sales skills and product knowledge
Our take
Managing investments at large financial firms is hugely complicated and banks, insurers, and hedge funds often rely on multiple systems that don't work smoothly together, causing slow reporting, errors, and fragmented data. In fast-moving markets, these kind of inefficiencies can quickly become very expensive problems.
Clearwater Analytics is tackling this problem, providing a cloud-based platform that combines investment management, accounting, trading, reporting, and risk analysis into one system. By replacing disconnected legacy software, Clearwater is helping firms automate workflows and get a better real-time view of their investments.
Unsurprisingly, the company has been growing rapidly as more financial firms modernize their operations. Recently, Clearwater reported revenue growth of 74% year-over-year and now supports more than $10 trillion in assets globally. Backed by major acquisitions and an $8.4 billion takeover deal, Clearwater is really making waves in modern finance.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
77% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Oct 2021
$56m
SERIES C
Jan 2020
$20m
SERIES B
Total funding: $96.5m
Company HQ
Downtown, Boise, ID
Leadership
Sandeep Sahai
(CEO)Sandeep joined Clearwater Analytics in 2016 as an Executive Chairman, moving into the role of CEO in 2018. They are also an Operating Partner at Welsh, Carson, Anderson & Stowe.
Shane Akeroyd
(CSO)Shane is also the Vice Chairman at BlueVoyant. Previously, they were a President at Digital Asset and an Executive VP at IHS Markit.
Cindy Blendu
(Chief Administrative Officer)Cindy is also the Founder of Headpoint Consulting where they serve as a Consultant. Prior to joining Clearwater Analytics in 2018, they were the Global Head of HR at Solera and a Senior VP of Corporate Functions at Advantia Health.
Jim Cox
(CFO)Prior to joining Clearwater Analytics in 2019, Jim was the CFO at Glassdoor, Lithium Technologies and Advent Software.
Souvik Das
(Chief Product & Technology Officer)Souvik is also a Technical Advisor at Glilot Capital Partners. Previously, they were the CTO at Zenefits and an SVP of Engineering at Grand Rounds.
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