Sales Development Representative - Player Coach

Role Overview:

We are seeking a strategic and driven Sales Development Representative to join our Hong Kong office in a hybrid player-coach capacity. This unique role balances direct revenue generation with leadership responsibility—owning a personal quota while coaching and guiding a team of SDRs to reach their collective pipeline goals. The ideal candidate combines tactical discipline with strategic vision, blending deep market segmentation, content-led outreach, and data-driven process optimization to scale high-performing outbound motions.

Key Responsibilities:

• Own and exceed personal outbound prospecting targets while mentoring a team of SDRs
• Guide the development and execution of highly targeted, account-based sales development campaigns across micro-segmented territories
• Leverage market and territory data to design efficient workflows and prioritize accounts with the highest conversion potential
• Implement a content-led, value-based approach using insight-driven messaging, thought leadership, and personalized outreach plans
• Collaborate with Marketing and Sales Operations to refine messaging, assets, and nurture strategies aligned to ABM principles
• Drive operational rigor—ensuring exceptional CRM data hygiene, process compliance, and visibility across all pipeline activities
• Continuously analyze funnel metrics, outreach performance, and team activity to optimize conversion rates and identify areas for improvement
• Take an active role in building team capabilities—recruiting, onboarding, coaching, and instilling a metrics-obsessed culture

Qualifications:

• 4+ years of experience in B2B sales or SDR roles, with at least 1–2 years in a player-coach, team lead, or mentoring role
• Deep experience in territory segmentation and account prioritization strategies
• Proven success in crafting and executing ABM and content-driven SDR campaigns
• Strong analytical mindset with the ability to draw insights from sales data, activity metrics, and market trends
• Adept at building and optimizing scalable SDR processes, workflows, and reporting frameworks
• Detail-oriented with a strong sense of ownership and discipline around sales systems (e.g., Salesforce, Outreach, Sales Navigator)
• Excellent written and verbal communication skills
• Experience in SaaS, FinTech, or investment management technology preferred

We Offer:

• A business casual atmosphere in a flexible working environment
• A team-focused culture that promotes innovation and ownership
• Access to cutting-edge investment reporting technology and expertise tailored for the market
• RSUs and an employee stock purchase plan
• Paid time off (PTO) and volunteer time off to give back to the community
• Defined and undefined career pathways allowing you to grow your own way
• The opportunity to work from anywhere for 3 weeks out of the year
• Hybrid and flexible working schedules
• Maternity and paternity leave

Join us at Clearwater and be part of an innovative team committed to delivering exceptional solutions tailored to the asset management industry.

Apply now to embark on an exciting career journey with us