Business Development Representative

A career as a Business Development Representative (BDR) at Clearwater Analytics offers the opportunity to connect with stakeholders, identify pain points in reporting solutions, and demonstrate how Clearwater can help. You will use advanced technology and sales best practices to generate prospective customers through cold-calling, email, and multichannel activities, learning to source new meetings and contribute to the company's growth.

Must Have

• Conduct research to identify new markets and customer needs
• Source and arrange business meetings with prospective clients
• Promote company products/services and address client objectives
• Build long-term relationships with customers
• Create and maintain client information in CRM database
• Collaborate with closers in supporting deals
• Eagerness to build and execute a sales pipeline through multiple forms of communication
• 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
• 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

Good to Have

• Bachelor's degree in business administration, finance, or accounting
• Experience with Salesforce or other CRM databases

Perks & Benefits

• 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

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!

Welcome

Thank you for your interest in a career with Clearwater!

About us

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at **www.clearwateranalytics.com

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Don’t meet every single requirement?

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.

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