Enterprise Sales Team Lead (Existing Business)

1 Month ago • All levels • Business Development • $150,000 PA - $170,000 PA

Job Summary

Job Description

We are seeking a dynamic and results-driven Leader to join our sales team as an Enterprise Sales Team Lead focused on existing business. In this pivotal role, you will be responsible for driving revenue growth by identifying, pursuing, and closing business opportunities with our existing hedge fund clients. Your primary focus will be to develop relationships with C-Level decision makers. Key responsibilities include account strategy development, cross-selling and upselling of products like OEMS, PMS, ABOR, Risk, and Analytics, conducting compelling sales presentations, solution selling, deal negotiation, pipeline management, collaboration with internal teams, and staying updated on market intelligence.
Must have:
  • Proven track record of meeting revenue targets
  • Understanding of hedge fund markets
  • Consultative selling skills
  • Strong negotiation and deal-closing abilities
  • Excellent verbal and written communication skills
  • Collaborative mindset and team player attitude
  • Adaptability in a fast-paced environment
  • Bachelor's degree in business, finance, or related field
Good to have:
  • Experience with OEMS, PMS, ABOR, Risk, and Analytics
  • Ability to tailor solutions to front office business challenges
Perks:
  • Business casual atmosphere
  • Flexible working environment
  • Team-focused culture
  • Access to cutting-edge investment reporting technology
  • RSUs, employee stock purchase plan, and 401k with match
  • PTO and volunteer time off
  • Defined and undefined career pathways
  • Work from anywhere 3 weeks per year
  • Hybrid, flexible working schedules
  • Maternity and paternity leave

Job Details

We are seeking a dynamic and results-driven Leader to join our sales team. This role is a player/coach

In this pivotal role, you will be responsible for driving revenue growth by identifying, pursuing, and closing business opportunities with our existing clients. Your primary focus will be to develop relationships with C-Level decision makers of our existing hedge fund clients.  

Key Responsibilities: 

  • Account Strategy Development:Collaborate with clients to develop tailored account strategies that align with their business objectives and drive mutual growth. 
  • Cross-Selling and Upselling:Identify opportunities for cross-selling and upselling our products and services (OEMS, PMS, ABOR, Risk, and Analytics), ensuring that C-Level decision makers are aware of the full value we can provide. 
  • Sales Presentations: Conduct compelling presentations and demonstrations of Clearwater Analytics' solutions to key decision-makers and stakeholders. 
  • Solution Selling: Understand client needs, pain points, and objectives to tailor Clearwater's solutions effectively and position them as value-added propositions. 
  • Deal Negotiation: Lead negotiation efforts to secure favorable terms and agreements, ensuring alignment with both client requirements and Clearwater's business objectives. 
  • Pipeline Management: Manage and maintain a healthy sales pipeline, accurately forecasting sales opportunities and tracking progress through the sales cycle using CRM tools. 
  • Collaboration: Work closely with internal teams including pre-sales, solution consulting, marketing, and client success to ensure a seamless transition from sales to implementation and ongoing support. 
  • Market Intelligence: Stay abreast of industry trends, competitor offerings, and market dynamics to identify new opportunities and maintain a competitive edge. 

Qualifications: 

  • Proven Track Record: Hunter’s mentality to source and consistently meeting or exceeding revenue targets.
  • Industry Knowledge: Understanding of the hedge fund markets and front to back workflows. 
  • Consultative Selling Skills: Ability to cross sell and upsell solutions to complex existing clients, articulate value propositions, and tailor solutions to address specific front office business challenges. 
  • Negotiation Skills: Strong negotiation and deal-closing abilities, with experience navigating complex sales cycles and structuring win-win agreements. 
  • Communication Skills: Excellent verbal and written communication skills, with the ability to engage and influence senior executives and key stakeholders. 
  • Team Player: Collaborative mindset with a willingness to work cross-functionally and contribute to the success of the broader sales organization. 
  • Adaptability: Ability to thrive in a fast-paced, dynamic environment, with the flexibility to adapt to evolving business priorities and market conditions. 
  • Bachelor's Degree: Bachelor's degree in business, finance, marketing, or a related field preferred. 

What we offer: 

  • Business casual atmosphere in a flexible working environment  
  • Team focused culture that promotes innovation and ownership  
  • Access cutting edge investment reporting technology and expertise  
  • RSUs as well as 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 

Salary Range: $150,000 - $170,000

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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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