Sales Development Representative

The 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 in hedge funds and asset management through phone calls, emails, and LinkedIn. They will gain expertise in sales techniques and utilize company tools like Salesforce, Gong, Claude Enterprise, 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.

DESIRED PROFILE

• 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 & 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. 

What we Offer

• Business casual atmosphere in a flexible working environment.
• Team focused culture that promotes innovation and ownership.
• Access cutting edge investment reporting technology and expertise.
• Private medical insurance, private dental insurance, Healthcare Cash Plan, discounted gym membership + other discounts.
• Industry competitive pension contributions.
• 34 days initial holiday allowance (increasing with each year of tenure) + 2 days annual Volunteer Time Off.
• Continual learning, access to learning tools, professional development, defined and undefined career pathways allowing you to grow your own way.
• Annual 3 weeks ‘work from anywhere in the world'.