Enterprise Sales Representative - Investment Management

New York, United States · Sales


We are looking for determined Enterprise sales professionals who understand the value of our product and can confidently articulate our value proposition to C-level individuals in the investment management space. This role presents a unique opportunity to be a part of the SaaS revolution in the investment management market. The role will be based out of our New York City office. Frequent travel can be expected for our enterprise field team. An ideal addition to our team is someone who can hit the ground running, is capable of working independently, and is excited by the thought of expanding our market share. Top performers excel at generating new opportunities, exceeding quota, and thrive on solving real challenges for clients.


› Develop and execute sales strategy within assigned territory/market segment

› Lead a cross-functional field team in delivering compelling demonstrations that display the Clearwater value proposition
› Conduct effective meetings with prospects and performs needs identification
› Work in close coordination with executive management and other internal teams (Client Services, Marketing, Pre-Sales)
› Develop and progress opportunities and close software agreements in the investment management market


› Bachelor's degree in business administration, finance or accounting or equivalent professional experience

› 5+ years experience running the full sales cycle (cold call to close) of a complex solution

› Must have exposure and proficient understanding of the investment management market, or a demonstrated ability to sell into the investment management market

› Demonstrated knowledge/experience regarding middle-to-back office operations, including understanding of multiple asset classes (Fixed Income, Equity, etc.)

› Experience with native SaaS solutions, and their unique value relative to on-premise solutions

› Proven record of exceeding revenue targets, including achieving annual multi-million dollar sales goals

› Superb interpersonal and presentation skills

› Excellent organizational and time management skills

› Ability to work independently but within a team environment

› Willingness to travel – Frequent/Ongoing (up to 70%)

› SaaS sales experience

Application Instructions

If you are interested in joining our team, you can apply at Clearwater-Analytics.com/Careers.

Clearwater is an equal opportunity employer. To all recruitment agencies: Clearwater does not accept agency resumes. Clearwater is not responsible for any fees related to unsolicited resumes.

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