Account Manager - Asset Management & Hedge Funds

1 Month ago • 3-10 Years • Account Management

Job Summary

Job Description

Clearwater is seeking an Account Manager for their APAC Sales team. This quota-carrying role involves upselling solutions for the front, middle, and back office to existing asset management and hedge fund clients. The ideal candidate will have proven SaaS upsell experience, deep knowledge of investment operations workflows, and strong strategic relationship-building skills. They should also possess consultative, value-first selling abilities, analytical rigor, and excellent communication and collaboration skills. The position requires a self-starter with an entrepreneurial mindset, a solutions-oriented approach, and high emotional intelligence. A Bachelor's degree in Finance, Business, Engineering, or Computer Science is required, with an MBA or CFA being a plus. The role involves up to 20-30% travel across APAC.
Must have:
  • 3-10 years quota-carrying upsell/expansion experience at institutional SaaS vendor
  • Hit or exceed annual expansion targets
  • Negotiate renewals, add-ons, and pilot projects
  • Front, middle, back-office workflow knowledge
  • Diagnose client process gaps and map products
  • Familiarity with APAC markets
  • Build trust with C-suite executives
  • Unearth hidden stakeholders
  • Empathy and cultural IQ
  • Craft ROI-driven business cases
  • Execute structured account plans
  • Lead product demos and workshops
  • Data analysis for expansion triggers
  • Run quarterly business reviews
  • Present and tell stories fluently in English
  • Partner with Sales, AM, Product, Marketing
  • Resilient follow-up
  • Self-starter with entrepreneurial bent
  • Solutions-oriented mindset
  • High emotional intelligence
  • Bachelor's in Finance, Business, Engineering, or Computer Science
  • Willingness to travel up to 20-30% across APAC
Good to have:
  • Mandarin or Cantonese proficiency
  • Any other APAC language proficiency
  • MBA or CFA
Perks:
  • Business casual atmosphere
  • Flexible working environment
  • Team-focused culture promoting innovation and ownership
  • Access to cutting-edge investment reporting technology
  • RSUs and employee stock purchase plan
  • Paid time off (PTO)
  • Volunteer time off
  • Defined and undefined career pathways
  • Work from anywhere for 3 weeks a year
  • Hybrid and flexible working schedules
  • Maternity and paternity leave

Job Details

The role:

Clearwater is looking for an Account Manager to join our APAC Sales team. This is a direct, quota-carrying position responsible for upselling our solutions portfolio spanning the front, middle, and back office to existing asset management and hedge fund clients.

Requirements:

Proven SaaS Upsell / Land-and-Expand Experience

  • 3–10 years in a quota-carrying upsell or account-expansion role at an institutional SaaS vendor (ideally investment- or operations-focused)
  • Demonstrated track record of consistently hitting or exceeding annual expansion targets (10–20% growth per book)
  • Deep comfort negotiating renewals, add-ons and pilot projects

Investment-Operations Domain Expertise

  • Hands-on knowledge of front-, middle- and back-office workflows: portfolio/P&L, order management, data-feeds, risk & compliance, reporting, etc.
  • Ability to diagnose gaps in clients’ processes and map CWAN products (OMS, PM, risk, accounting, analytics) to solve them
  • Familiarity with APAC markets and partner ecosystem conventions (Hong Kong, Singapore, Australia, Mainland China)

Strategic Relationship Building

  • C-suite-level presence: proven ability to build trust with COOs, CEOs, Heads of Trading, and CIOs
  • Skilled at unearthing “hidden” stakeholders (IT, operations, legal) to broaden ownership circle
  • Empathy and cultural IQ to navigate multi-language, multi-time-zone workstyles

Consultative, Value-First Selling Skills

  • Crafts ROI-driven business cases (TCO savings, risk reduction, AUM scale) in partnership with Clients and CWAN Solutions Engineers
  • Executes structured account plans: opportunity mapping, competitive analysis, pipeline management in Salesforce (or equivalent CRM)
  • Leads product demos, workshops and executive workshops—tailoring messaging to each function’s KPIs

Analytical & Operational Rigor

  • Excellent data-analysis chops to spot expansion triggers in usage metrics (module adoption rates, log-in frequency, support tickets)
  • Comfortable running quarterly business reviews and surfacing “white-space” for cross-sell
  • Sharp project-management discipline to see scaled upsells through to smooth delivery

Communication & Collaboration

  • Superb presentation and storytelling skills—fluent in English; Mandarin or Cantonese a strong plus; any other APAC language welcome
  • Team player who partners tightly with Sales, Account Management, Product and Marketing to align on messaging, competitive intel and enablement needs
  • Resilient follow-up style: persistent but never pushy

Cultural Fit & Attributes

  • True self-starter with an entrepreneurial bent—thrives in a fast-moving, global growth environment
  • Solutions-oriented mindset: views every “no” as a doorway to learn and re-pitch smarter
  • High emotional intelligence: listens actively, adapts style to match client seniority and local customs

Education & Travel

  • Bachelor’s in Finance, Business, Engineering or Computer Science; MBA or CFA is a plus
  • Willingness to travel up to 20–30% across APAC

We Offer:

  • A business casual atmosphere in a flexible working environment
  • A team-focused culture that promotes innovation and ownership
  • Access to cutting-edge investment reporting technology and expertise tailored for the market
  • RSUs and an employee stock purchase plan
  • Paid time off (PTO) and volunteer time off to give back to the community
  • Defined and undefined career pathways allowing you to grow your own way
  • The opportunity to work from anywhere for 3 weeks out of the year
  • Hybrid and flexible working schedules
  • Maternity and paternity leave

Join us at Clearwater and be part of an innovative team committed to delivering exceptional solutions tailored to the asset management industry.

Apply now to embark on an exciting career journey with us

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About The Company

Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.


Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.


For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.


With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

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