Business Development Representative

Clearwater Analytics, LLC; Boise (ID); On-site; USD 55,000 - 70,000; Full time

Job summary

Clearwater Analytics, LLC in Boise, Idaho, is seeking a Business Development Representative (Sales Development Representative) to engage with stakeholders and generate new business using phone, email, and LinkedIn. You will learn advanced sales techniques and leverage company tools like Salesforce, Outreach, LinkedIn Navigator, ZoomInfo, and High Spot to identify and pursue fresh prospects.

The role emphasizes building relationships, researching client needs, and collaborating with closers to

Qualifications

• Bachelor’s degree in business administration, finance, or accounting or related field.
• Proven track record in relationship building and sales outreach.
• Experience with CRM and sales enablement tools is preferred.

Responsibilities

• Research and identify prospect needs and tailor sales communications.
• Source and participate in meetings with prospective clients.
• Maintain client information in CRM and support deal progress.
• Collaborate with closers to move deals through the funnel.

Skills

Relationship building

Communication

Team player

Independent decision-making

MS Office

Attention to detail

Documentation skills

Prospecting

Education

Bachelor's degree in business administration, finance, accounting and/or another related area

Tools

Salesforce

Outreach

LinkedIn Navigator

ZoomInfo

HighSpot

Job description

Job Summary: The Business Development Representative (also known as a Sales Development Representative) engages with stakeholders to address their concerns about investment reporting accuracy and timeliness. Using advanced technology, the representative and their team will proactively reach out to potential customers through phone calls, emails, and LinkedIn. They will gain expertise in sales techniques and utilize company tools like Salesforce, Outreach, LinkedIn Navigator, ZoomInfo, and High Spot to effectively find new prospects and contribute to Clearwater's growth.

Responsibilities

• Conduct research and find compelling events to identify customer needs and personalize sales communications.
• Source, prepare for and participate in business meetings with prospective clients.
• Promote the company’s products/services addressing or predicting clients’ objectives with the goal to increase net new pipeline.
• 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.

Required Skills

• Excellent relationship building skills and natural curiosity.
• Track record of success in life.
• Competitiveness – passion & drive, solid work ethic, motivation.
• Ability to be a team player while also making independent decisions.
• Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.

Education and Experience

• Bachelor's degree in business administration, finance, accounting and/or another related area.

Thank you for your interest in a career with Clearwater! 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. 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.