RevOps Business Partner

Clearwater Analytics, LLC; New York (NY); On-site; USD 120,000 - 168,000; Full time

Benefits offered by this job

Health insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics seeks a Revenue Operations Business Partner to serve as a strategic advisor and operational backbone for the sales team. The role partners with senior leaders across sales, product, and market research to drive scalable processes and consistent data flows.

Requirements include 8+ years in sales or revenue operations, hands‑on CRM/Salesforce experience, and strong communication. A Bachelor’s in business/finance is required; MBA preferred.

Qualifications

• 8+ years of progressive experience in sales operations, revenue operations, or a closely related business‑partnering function.
• Demonstrated experience supporting a sales organization with project planning, account distribution, pricing/quoting support, and sales documentation.
• Hands‑on expertise administering and optimizing CRM platforms (e.g., Salesforce) and other automated sales tracking systems.
• Experience partnering with market research or competitive intelligence functions to inform pricing strategy.
• Strong track record building credibility and trust with senior sales leadership and cross‑functional partners.
• Excellent organizational, analytical, and communication skills, with the ability to manage multiple priorities independently.
• Bachelor's degree in Business, Finance, or a related field required; MBA or equivalent advanced degree preferred.

Responsibilities

• Plan and lead cross‑functional projects that scale the sales organization and improve sales effectiveness.
• Provide technical and administrative product information to help reps engage customers confidently.
• Partner with market research to reflect current market analysis in pricing and quoting decisions.
• Manage account distribution and maintain up‑to‑date CRM records.
• Coordinate with Sales to prepare documentation and ensure customer requirements are understood.
• Liaise between sales, product, market research, and other stakeholders to remove friction and ensure information flow.
• Identify opportunities to standardize sales operations processes, tools, and reporting.
• Mentor and guide less experienced operations staff with best practices.

Skills

Sales operations

Revenue operations

CRM administration

Pricing strategy

Project planning

Stakeholder management

Analytical skills

Communication skills

Education

Bachelor's degree in Business or Finance

MBA or equivalent advanced degree

Tools

Salesforce

CRM systems

Job description

Clearwater Analytics is seeking a Revenue Operations Business Partner to serve as a strategic advisor and operational backbone to our sales organization. We are looking for a professional with experience in sales or revenue operations who can operate independently, build trusted relationships with sales leadership, and bring rigor and scalability to the processes that power the sales organization's success. The ideal candidate combines deep operational expertise with the judgment and gravitas to partner effectively with senior stakeholders across sales, product, and market research.

Key Responsibilities

• Plan and lead the implementation of cross-functional projects that support and scale the sales organization, ensuring initiatives are delivered on time and drive measurable improvements in sales effectiveness.
• Serve as a trusted resource to the sales organization, providing technical and administrative product information and guidance to help representatives engage customers accurately and confidently.
• Partner closely with the market research team to ensure current market analysis and competitive data are reflected in customer pricing and quoting decisions.
• Own the preparation and ongoing management of account distribution across the sales team, and maintain accurate, up-to-date records in the CRM and other automated tracking systems.
• Coordinate with Sales Representatives to prepare sales documentation and ensure customer requirements are fully understood and satisfied throughout the sales cycle.
• Act as a liaison between sales, product, market research, and other internal stakeholders to remove operational friction and ensure consistent, accurate information flows to the field.
• Identify opportunities to improve and standardize sales operations processes, tools, and reporting, bringing a continuous‑improvement mindset informed by prior experience scaling revenue operations functions.
• Mentor and provide guidance to less experienced operations staff, sharing best practices developed over a career in sales and revenue operations.

Qualifications & Experience

• 8+ years of progressive experience in sales operations, revenue operations, or a closely related business‑partnering function, ideally within SaaS, fintech, or financial services.
• Demonstrated experience supporting a sales organization with project planning, account distribution, pricing/quoting support, and sales documentation.
• Hands‑on expertise administering and optimizing CRM platforms (e.g., Salesforce) and other automated sales tracking systems.
• Experience partnering with market research or competitive intelligence functions to inform pricing strategy.
• Strong track record building credibility and trust with senior sales leadership and cross‑functional partners.
• Excellent organizational, analytical, and communication skills, with the ability to manage multiple priorities independently.
• Bachelor's degree in Business, Finance, or a related field required; MBA or equivalent advanced degree preferred.

Salary Range $120,000.00 - $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.

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.