Job Description

About CWAN®

CWAN® The next-generation platform: bringing together powerful execution, portfolio management, data, accounting, analytics, automated workflows, and real-time multi-asset risk and transparency across the full investment lifecycle. For 20 years, CWAN has helped thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing.

As a Senior Sales Leader on our APAC Sales team, you will play a vital role in expanding our footprint among asset management and insurance companies across the region. You will be responsible for navigating the high-value and complex nature of our enterprise solutions, which often involve long sales cycles and require a consultative selling approach. Your objective will be to exceed sales targets while promoting Clearwater’s comprehensive solutions that enhance operational efficiency and provide insightful analytics for informed decision-making.

Key Responsibilities:

• Achieve and exceed annual SaaS sales targets for your designated territory, contributing to Clearwater’s growth in the APAC market.
• Develop and implement effective territory and account-based sales strategies, collaborating closely with marketing, product, and customer success teams to optimize deal closure.
• Lead the entire sales cycle from qualification to contract negotiation, utilizing the MEDDIC sales methodology to ensure robust qualification and value demonstration through executive presentations, ROI analysis, and tailored proposals.
• Maintain an accurate and comprehensive sales pipeline in Salesforce, diligently tracking all opportunities to forecast new revenue accurately.
• Manage and nurture relationships with client and prospects, ensuring high levels of customer satisfaction and retention within the context of complex, high-value enterprise solutions.
• Identify opportunities for upselling and cross-selling Clearwater’s full suite of solutions—including order management, portfolio management, risk management, performance analytics, reporting, accounting, and advanced AI capabilities—within your existing accounts to drive additional revenue and enhance client value.
• Proactively pursue new business opportunities within a defined list of international target clients, leveraging your network and market insights to navigate the intricate sales processes typical for enterprise-level institutions.
• Establish and maintain strong relationships with senior stakeholders within your accounts to facilitate strategic engagement and long-term partnerships, understanding their unique needs and buying processes.
• Assess clients’ needs to validate product-market fit, leveraging internal resources and expertise to align Clearwater’s solutions with their requirements.
• Stay informed about Clearwater’s complete portfolio of enterprise solutions and competitive offerings, ensuring you can effectively communicate our value proposition to prospects.
• Understand the technology landscape, including our AI capabilities, and complex buying processes of prospects, identifying key decision-makers and influencers to enhance our selling approach.

Qualifications:

• 10+ years of experience in complex, enterprise SaaS sales, ideally within the FinTech sector, focusing on solutions for the front, middle, and back offices of insurance or asset management firms.
• Bachelor’s degree in a relevant field.
• Proven track record of consistently achieving or exceeding revenue goals in high-value, long sales cycle environments.
• A “Challenger Sale” mindset, characterized by a blend of ambition, humility, and strong consultative selling skills.
• Expertise in pipeline and forecast management, demonstrating a methodical approach from initial lead generation to successful closure.
• Fluent business English is required; proficiency in Mandarin and Cantonese is beneficial.
• Ability to build, cultivate, and maintain strategic relationships within client organizations, particularly at the C-suite level.
• Strong collaborative mindset, comfortable working in a team-centric environment to drive collective success.
• Deep knowledge of the investment industry and existing relationships within the APAC insurance market.
• Exceptional interpersonal, communication, presentation, and negotiation skills.

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
• RSUs as well as employee stock purchase plan
• PTO and volunteer time off to give back to the community
• Defined and undefined career pathways allowing you to grow your own way
• Work from anywhere 3 weeks out of the year
• Hybrid, flexible working schedules
• Maternity and paternity leave