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Enterprise Sales Leader/Relationship Manager - Institutional Asset Managers

Clearwater Analytics
New York Office, United Statesfull_timeVerifiedPosted 31 Jan 2024
💰 $145,000/yr($110,000/yr$145,000/yr)

About the role

Job Summary:  

The Enterprise Sales Leader is a pivotal team member entrusted with achieving quotas by effectively addressing prospects' challenges through Clearwater's solutions. They bring deep expertise in Clearwater, its products, and the pertinent industry domains. Their responsibilities encompass overseeing the complete sales process, from pinpointing pain points to presenting solutions during initial calls, demonstrations, meetings, conferences, and in the broader market. They adeptly cultivate and sustain relationships with prospects, clients, and influential figures within the industry, providing guidance to prospects on navigating Clearwater's offerings and adeptly resolving intricate issues throughout the sales journey. Moreover, they actively work on cultivating new accounts and expanding existing ones within their designated territory or product line. 

Responsibilities: 

  • Develop and maintain strong, trusted relationships with institutional asset managers.
  • Act as the primary point of contact for clients, addressing inquiries, providing support, and ensuring overall client satisfaction.
  • Regularly engage with clients to understand their evolving needs and goals
  • Lead complete demos of the Clearwater platform and products. 
  • Lead discovery efforts to uncover prospect pain-points, tailor the Clearwater solution to meet prospects needs; Document discovery findings to support implementation and client support efforts post-sale.  
  • Develop compelling proposals and RFP responses to win new business.  

Required Skills:  

  • Proven record of exceeding goals/quotas  
  • Proven experience in relationship management and sales, preferably within the financial industry serving institutional asset managers.
  • Strong understanding of investment management processes and financial instruments.
  • Superb interpersonal and presentation skills  
  • Finance, insurance, accounting, or other relevant market expertise – selling and / or servicing. 
  • General understanding of investments and/or GAAP and Statutory accounting a plus
  • Ability to collaborate and work effectively in cross-functional teams. 
  • Outstanding verbal and written communication skills.  
  • Strong organizational and interpersonal skills. 
  • Strong computer skills, including proficiency in Microsoft Office.  
  • Excellent attention to detail and strong documentation skills.  
  • Exceptional problem-solving abilities. 

Education and Experience:  

  • Bachelor's degree or MBA, CPA, or other relevant advanced degree preferred. 
  • 7+ years of relevant experience of meeting or exceeding a sales quota. 
  • Experience running the full sales cycle (cold call to contract). 
  • SaaS sales experience

Compensation: Base salary : $110k - $145k  + variable + RSUs

  

 

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Company

Clearwater Analytics

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