Sales Development Representative - Asset Management and Hedge Funds

1 Month ago • 1 Years + • Sales

Job Summary

Job Description

The Sales Department is critical to Clearwater’s overall growth in AsiaPac. As a Sales Development Representative (SDR), you will be responsible for introducing Clearwater to prospects, kicking off and setting the tone for the sales cycle, and driving growth. Your objective is to educate prospective clients about the value of our product and services, helping to set meetings for key decision makers and our sales and subject matter experts. This role requires creating outreach strategies, researching targeted personas, initiating contact with prospects, and achieving lead generation goals.
Must have:
  • 1+ years of experience in a lead-generating role or sales
  • Bachelor's Degree in a related field
  • Business level English language skills
  • Drive to achieve results
  • Passion for learning
  • High-energy, team-first mentality
  • Ability to engage in meaningful conversations
  • Excellent relationship building skills
Good to have:
  • Knowledge of a CRM (e.g. Salesforce)
  • Experience with Microsoft office / Google package

Job Details

The Team:

The Sales Department is critical to Clearwater’s overall growth in AsiaPac. Spread across five verticals, including Operations, New Sales, Solutions Engineering, Sales Development, and Partnerships, Clearwater Sales is instrumental in broadening our existing footprint by delivering strategic business initiatives.

The Role:

As a Sales Development Representative (SDR) based in either Sydney or Singapore, you will be responsible for introducing Clearwater to prospects, kicking off and setting the tone for the sales cycle, helping to drive our growth. You will be responsible for creating, identifying and qualifying new sales leads and learning from seasoned, high performing sales executives. Your objective is to educate prospective clients about the value of our product and services, helping to set meetings for key decision makers and our sales and subject matter experts. If you are ambitious, competitive, intelligent and looking to build a successful sales career, then this is the opportunity for you!

What You’ll Do:

  • Create outreach strategies for new lead generation methods
  • Research targeted personas within the Enterprise sales team’s Institutional Asset Manager and Hedge Fund Accounts to ensure effective conversations
  • Initiate contact with targeted prospects by sending personalized emails, cold calling and direct mail and social media touch points 
  • Achieve or exceed goal for sales qualified leads and sales accepted leads (in both quantity and quality) and ensure a proper handoff to Sales to assist in growing the revenue of the company
  • Proactively learn Clearwater products and services, competitor products, and industry
  • Offer pertinent resources (white papers, e-books, infographics, relevant blog articles) to prospects in an attempt to foster a relationship and increase education in the early stages of the buying process
  • Create relationships with clients to identify their potential needs and qualify their interests and viability to drive sales
  • Meet with your assigned Sales Reps and establish expectations of your partnership

What You’ll Need:

  • 1+ years of experience in a lead-generating role or sales
  • Bachelor's Degree in a related field
  • Business level English language skills
  • Drive to achieve results through ownership, process optimization, and upstanding character
  • A passion for learning
  • High-energy, team-first and problem-solving mentality
  • Track record of prior success and strong work ethic
  • A strong understanding and well-defined reason for being interested in a sales career
  • Ability to engage in meaningful conversations at all levels of management
  • Excellent relationship building skills
  • Knowledge of a CRM (i.e. Salesforce) or database is an advantage
  • Experience with Microsoft office / Google package

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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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