Sales Operations Lead - Hedge Funds

1 Month ago • 6-8 Years • Sales • $110,000 PA - $168,000 PA

Job Summary

Job Description

The Sales Operations Lead / COO for the Hedge Fund Line of Business is a key member of the Sales Operations function, embedded within the hedge fund vertical to drive performance, pipeline health, and go-to-market execution. This role acts as an operational partner to the Hedge Fund Sales leader, combining hands-on analytics, operational excellence, and strong business acumen to help the segment achieve its strategic and revenue goals. The focus is on execution, running the business cadence, enabling segment-level insights, and driving seller productivity in coordination with GTM, RevOps, Finance, Marketing, and Product.
Must have:
  • 6-8+ years in Sales Operations or GTM Strategy
  • Experience supporting hedge funds or institutional clients
  • Familiarity with sales cadences and pipeline analysis
  • Proficiency with Salesforce and Excel/Sheets
  • Strong communication and cross-functional collaboration skills
  • Comfortable in a fast-paced, matrixed environment
Good to have:
  • Experience in SaaS, fintech, or financial services
  • Familiarity with BI tools (Tableau, Looker, etc.)
  • Ability to influence without authority
Perks:
  • Business casual atmosphere
  • Flexible working environment
  • Team focused culture promoting innovation
  • Access to cutting edge investment reporting technology
  • Defined and undefined career pathways
  • Competitive medical, dental, vision, and life insurance
  • Maternity and paternity leave
  • Personal Time Off and Volunteer Time Off
  • RSUs and employee stock purchase plan
  • 401k with match
  • Work from anywhere 3 weeks out of the year
  • Work from home Fridays
  • health/vision/dental insurance
  • 401(k)
  • PTO
  • parental leave
  • medical leave
  • STD/LTD insurance benefits

Job Details

The Sales Operations Lead / COO – Hedge Fund Line of Business is a key member of the centralized Sales Operations function, embedded within the hedge fund vertical to drive performance, pipeline health, and go-to-market execution. This position acts as the operational partner to the Hedge Fund Sales leader, combining hands-on analytics with operational excellence and leveraging strong business acumen with data analysis to helps ensure the segment executes against its strategic and revenue goals.

You won’t be building foundational processes from scratch — instead, you'll leverage core frameworks from the central Sales Operations team and tailor them to the hedge fund segment. Your focus will be on execution: running the business cadence, enabling segment-level insights, and driving seller productivity in close coordination with GTM, RevOps, Finance, Marketing, and Product. The ideal candidate thrives in a dynamic environment, demonstrates strong analytical capabilities, and can translate data into meaningful business insights while maintaining high operational standards.

Key Responsibilities

Segment Business Operations & GTM Execution

  • Drive weekly and monthly business reviews, forecast calls, and performance tracking for the hedge fund segment
  • Operationalize annual GTM plans, quota allocations, and seller coverage in alignment with corporate planning
  • Monitor segment performance vs. targets and recommend actions to improve pipeline, velocity, and win rates

Sales Execution Support

  • Identify process improvements that remove friction for sellers, improve CRM hygiene, and support growth
  • Track seller-level productivity, onboarding ramp, and resource utilization across the segment

Cross-Functional Coordination

  • Serve as the connective tissue between hedge fund sales and Clearwater’s central functions (Product, Finance, Marketing, RevOps)
  • Drive segment-specific inputs into pricing decisions, customer targeting, and product readiness
  • Represent the hedge fund LoB in companywide GTM and planning cadences

Impact and Outcomes

  • Increased seller productivity
  • Improved forecasting accuracy
  • Target achievement

Qualifications

  • 6–8+ years in Sales Operations, GTM Strategy, or Business Operations roles in SaaS, fintech, or financial services
  • Prior experience supporting hedge funds, asset managers, or complex institutional clients preferred
  • Familiarity with sales cadences, pipeline analysis, quota planning, and forecast management
  • Proficiency with Salesforce, Excel/Sheets, and BI tools (Tableau, Looker, etc.)
  • Strong communicator and cross-functional collaborator; able to influence without authority
  • Comfortable working in a fast-paced, matrixed environment

What You'll Gain

  • Deep exposure to hedge fund go-to-market strategy within a high-growth SaaS business
  • Opportunity to shape the next chapter of Clearwater’s GTM evolution as we integrate acquisitions and scale globally
  • Partnership with experienced operators and access to a best-in-class Sales Ops framework you’ll help localize and apply

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
  • Defined and undefined career pathways allowing you to grow your own way 
  • Competitive medical, dental, vision, and life insurance benefits
  • Maternity and paternity leave 
  • Personal Time Off and Volunteer Time Off to give back to the community
  • RSUs as well as employee stock purchase plan and 401k with match  
  • Work from anywhere 3 weeks out of the year 
  • Work from home Fridays

Salary Range

$110,000.00 - $168,000.00

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

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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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