Business Development Representative

3 Months ago • 1 Years + • Business Development

Job Summary

Job Description

As a Business Development Representative (BDR), you will connect with stakeholders to identify their reporting solution pain points and showcase how Clearwater can alleviate them. You will generate prospective customers through cold-calling, email, and multichannel sales activities. You will learn sales best practices and use company tools to successfully source new meetings and assist with Clearwater's growth. The role includes researching new markets, arranging business meetings, promoting products/services, building relationships with customers, maintaining client information in the CRM database, and supporting deals through the sales funnel.
Must have:
  • 1+ years’ experience in a Business Development or Inside Sales role
  • Track record of attaining and exceeding targets
  • Excellent relationship building and management skills
  • Clear and concise verbal and written communication skills
  • Strong organizational and interpersonal skills
  • Strong computer skills, including proficiency in Microsoft Office
Good to have:
  • Bachelor's degree in business administration, finance, or accounting
  • Experience with Salesforce or other CRM databases
Perks:
  • Business casual atmosphere in a flexible working environment
  • Team-focused culture that promotes innovation and ownership
  • Access to cutting-edge investment reporting technology and expertise
  • RSUs as well as an employee stock purchase plan and 401k with match
  • PTO and volunteer time off to give back to the community
  • Defined and undefined career pathways allowing you to grow your own way
  • Work from anywhere 3 weeks out of the year
  • Hybrid, flexible working schedules
  • Maternity and paternity leave

Job Details

Clearwater Analytics’ mission is to become the world’s most trusted and comprehensive technology platform for investment reporting, accounting, and analytics. With our team, you will partner with the most sophisticated and innovative institutional investors around the world. If you are infectiously passionate about what you do, intensely committed to clients, and driven by continuous innovation and improvement… we want you to apply! 

A career as a Business Development Representative (BDR) will provide you with the opportunity to connect with various stakeholders to uncover their pain points around reporting solutions and how Clearwater can alleviate their stresses. With the use of advanced technology, you and your team will generate prospective customers through cold-calling, email, and multichannel sales activities, including videos and events. You will learn sales best practices and how to use company tools (Salesforce, Outreach, LinkedIn Sales Navigator) to successfully source new meetings and assist with the growth of Clearwater! 

How you will contribute: 

  • Conduct research to identify new markets and customer needs 

  • Source and arrange business meetings with prospective clients 

  • Promote the company’s products/services while addressing or predicting clients’ objectives 

  • Build long-term relationships with new and existing customers 

  • Create and maintain client information in our CRM database 

  • Collaborate with and become an apprentice to closers in supporting deals as they move through the sales funnel 

  • Display an eagerness to build and execute a sales pipeline through multiple forms of communication, including cold calls, emails, videos, and events 

Who you are: 

  • 1+ years’ experience in a Business Development or Inside Sales role 

  • Track record of attaining and exceeding targets 

  • Excellent relationship building and management skills 

  • Competitiveness – passion & drive 

  • Clear and concise verbal and written communication skills 

  • Strong organizational and interpersonal skills 

  • Ability to be a team player while also making independent decisions 

  • Exceptional problem-solving abilities 

  • Excellent attention to detail and strong documentation skills 

  • Strong computer skills, including proficiency in Microsoft Office 

Desired experience and skills: 

  • Bachelor's degree in business administration, finance, or accounting 

  • Experience with Salesforce or other CRM databases 

What we offer: 

  • Business casual atmosphere in a flexible working environment 

  • Team-focused culture that promotes innovation and ownership 

  • Access to cutting-edge investment reporting technology and expertise 

  • RSUs as well as an employee stock purchase plan and 401k with match 

  • PTO and volunteer time off to give back to the community 

  • Defined and undefined career pathways allowing you to grow your own way 

  • Work from anywhere 3 weeks out of the year 

  • Hybrid, flexible working schedules 

  • Maternity and paternity leave 

If you are ready to take the next step in your career and become part of our dynamic team, we encourage you to apply! 

 

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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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