Job Summary:
The Sales Director is responsible for leading a team of quota carrying sales reps, BDRs/SDRs, and solution consultants to deliver on quarterly and annual sales targets. They have deep domain knowledge of Clearwater and its products as well as relevant industry domain expertise. They create and maintain senior level relationships with prospects, clients, and other influencers in the market. The Sales Director takes an active role in sales pursuits, ensures the team is executing a world-class sales process, and works to develop and enable all team-members.
Responsibilities:
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Win new business to meet quota.
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Develop successful sales strategy for assigned team and market.
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Takes an active role in sales pursuits throughout the sales cycle as needed.
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Participate directly in sourcing new opportunities and building pipe by leveraging their network of contacts and relationships.
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Work with Marketing to develop sales & marketing campaigns tailored to their assigned territory / market.
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Drive a world-class sales process for their assigned team.
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Maintain senior / executive relationships with prospects and clients.
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Help ensure successful conversion of bookings to revenue by maintaining client delight through implementation and beyond.
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Demonstrated expertise in sales best practices, Clearwater knowledge, and market knowledge.
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Has successfully helped their team achieve their annual sales quota for at least 2 years.
Required skills:
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Proven record of exceeding sales goals/quotas
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Ability to gain access and interact with C-level executives
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Superior interpersonal and presentation skills
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Experience running the full sales cycle (cold call to contract)
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General understanding of investments and/or GAAP and Statutory accounting
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Experience working closely with the Board and Leadership team to shape company and regional strategy.
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Excellent attention to detail and strong documentation skills.
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Outstanding verbal and written communication skills.
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Strong organizational and interpersonal skills.
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Exceptional problem-solving abilities.
Education and Experience:
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MBA, CPA, or other relevant advanced degree preferred but not required.
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9+ years of experience meeting or exceeding a sales quota.
What We Do
Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.
Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.
For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.
With global headquarters in Boise, Idaho, and offices in Edinburgh, London, New Delhi, New York, and Singapore, Clearwater sets the new global standard for investment portfolio reporting.
