Business Development Partner
Job Summary
Job Description
- Track record of attaining and exceeding targets.
- Excellent relationship building and management.
- Strong computer skills, including proficiency in Microsoft Office.
- Bachelor's degree in business administration, finance, or accounting.
- 2+ years’ successful attainment in a Business Development or Inside Sales role
- Experience in investment accounting.
- Experience with Salesforce or CRM database.
6 skills required
Job Details
Job Summary:
The Business Development Partner engages with stakeholders to address their concerns about investment reporting accuracy and timeliness. Using advanced technology, the representative and their team will proactively reach out to potential customers through phone calls, emails, and LinkedIn. They will gain expertise in sales techniques and utilize company tools like Salesforce, Outreach, LinkedIn Navigator, ZoomInfo, and High Spot to effectively find new prospects and contribute to Clearwater's growth.
Responsibilities:
Conduct research to identify new markets and customer needs.
Source and arrange business meetings with prospective clients.
Promote the company’s products/services addressing or predicting clients’ objectives.
Build long-term relationships with new and existing customers.
Create and maintain client information in our CRM database.
Required Skills:
Track record of attaining and exceeding targets.
Excellent relationship building and management.
Competitiveness – passion & drive.
Ability to be a team player while also making independent decisions.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving abilities.
Education and Experience:
Bachelor's degree in business administration, finance, or accounting.
2+ years’ successful attainment in a Business Development or Inside Sales role.
Experience in investment accounting.
Experience with Salesforce or CRM database.
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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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