Business Development Representative

Clearwater Analytics, LLC; New York (NY); On-site; USD 48,000 - 62,000; 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 Business Development Representative to engage stakeholders, address concerns about investment reporting accuracy and timeliness, and grow the customer base using phone, email, and LinkedIn.

You will gain expertise in sales techniques and leverage company tools like Salesforce, Outreach, LinkedIn Navigator, ZoomInfo, and High Spot to effectively find new prospects and contribute to Clearwater's growth.

Qualifications

• Bachelor's degree in business administration, finance, accounting and/or related area.
• Proven relationship-building and communication skills.
• Experience or track record in sales or business development is preferred.

Responsibilities

• Conduct research and identify customer needs to tailor sales communications.
• Source, prepare for and participate in meetings with prospective clients.
• Promote products/services to increase net new pipeline.
• Create and maintain client information in the CRM database.
• Collaborate with closers and support deals through the sales funnel.

Skills

Relationship building

Track record of success

Motivation/drive

Team player vs. independent

Microsoft Office

Attention to detail

Verbal and written communication

Organizational skills

Problem-solving skills

Education

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

Tools

Salesforce

Outreach

LinkedIn Navigator

ZoomInfo

High Spot

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.

Salary Range

Salary Range $48,000.00 - $62,000.00 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

Equal Opportunity Statement

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.

Company Information

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.

Inclusion Statement

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.