Business Development Representative

4/29/2026

The Business Development Representative will proactively engage potential customers through various channels to identify needs and promote company products. They will also maintain client information in the CRM and collaborate with senior team members to support the sales funnel.

Working Hours

40 hours/week

Company Size

1,001-5,000 employees

Language

English

Visa Sponsorship

About The Company

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, CWAN’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, CWAN supports over $8.8 trillion in assets globally. Learn more at cwan.com.

About the Role

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.
1+ years’ successful attainment in a Business Development or Inside Sales role.

Key Skills

SalesBusiness DevelopmentRelationship BuildingCommunicationResearchCRMSalesforceOutreachLinkedIn NavigatorZoomInfoHigh SpotProblem-solvingOrganizationMicrosoft OfficeDocumentationTeamwork