Business Development Representative

Clearwater Analytics; Chicago (IL); On-site; USD 54,000 - 70,000; Full time

Benefits offered by this job

health/vision/dental insurance

401(k)

PTO

parental leave

medical leave

STD/LTD insurance benefits

Job summary

Clearwater Analytics is seeking a Sales Development Representative (SDR) to introduce CWAN to prospects, initiate and set the tone for the sales cycle, and qualify new leads. You will educate prospective clients about our product value and help schedule meetings with key decision-makers and experts.

Ideal candidates have 2+ years in lead generation or sales, a Bachelor's degree, and a proactive, high-energy mindset.

Qualifications

• 2+ years of experience in a lead-generating role or sales.
• Bachelor's Degree in a related field.
• Drive to achieve results through ownership, process optimization, and strong character.
• A passion for learning and a high-energy, team-first mentality.
• Ability to engage in meaningful conversations at all levels of management.
• Excellent relationship-building skills and CRM familiarity.

Responsibilities

• Create outreach strategies for new lead generation methods.
• Research targeted personas within Enterprise Hedge Fund Accounts for effective conversations.
• Initiate contact with targeted prospects via emails, cold calls, direct mail, and social touchpoints.
• Achieve or exceed targets for sales qualified leads and hand off to Sales for revenue growth.
• Continuously learn CWAN products, competitors, and industry trends.
• Provide relevant resources to prospects to educate early in the buying process.
• Build relationships to identify needs and qualify interest and viability for sales.

Skills

Lead generation

Sales experience

Communication

Relationship building

Learning mindset

CRM knowledge (advantage)

Education

Bachelor's degree

Tools

CRM software

Microsoft Office / Google Workspace

Job description

The Team: The Sales Department is critical to Clearwater’s overall growth. 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), you will be responsible for introducing CWAN 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 Hedge Fund Accounts to ensure effective conversations
• Initiate contact with targeted prospects by sending personalized emails, cold calling, 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 proper handoff to Sales to assist in growing the revenue of the company
• Proactively learn CWAN 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 prospects 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:

• 2+ years of experience in a lead-generating role or sales
• Bachelor's Degree in a related field
• 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 or database is an advantage
• Experience with Microsoft office / Google package

Salary Range $54,000.00 - $70,000.00 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.

Benefits:

• health/vision/dental insurance
• 401(k)
• PTO
• parental leave
• 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.

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.