Clearwater Analytics (CWAN) · 2 days ago
Sales Development Representative (SDR)
Chicago, IL
Full-time
Onsite
Entry Level
$55K/yr - $62K/yr
2+ years expClearwater Analytics is seeking a Sales Development Representative (SDR) to drive growth by introducing their services to prospects. The role involves creating outreach strategies, qualifying leads, and fostering relationships to facilitate sales.
AccountingAnalyticsData IntegrationInsurTech
Responsibilities
Create outreach strategies for new lead generation methods
Research targeted personas within the Enterprise sales team’s Institutional Asset Manager Accounts to ensure effective conversations
Initiate contact with targeted prospects by sending personalized emails, cold calling and direct mail and social media touch points
Achieve or exceed goal for sales qualified leads and sales accepted leads (in both quantity and quality) and ensure proper handoff to Sales to assist in growing the revenue of the company
Proactively learn CWAN products and services, competitor products, and industry
Offer pertinent resources (white papers, e-books, infographics, relevant blog articles) to prospects in an attempt to foster a relationship and increase education in the early stages of the buying process
Create relationships with clients to identify their potential needs and qualify their interests and viability to drive sales
Meet with your assigned Sales Reps and establish expectations of your partnership
Qualification
Required
2+ years of experience in a lead-generating role or sales
Bachelor's Degree in a related field
Drive to achieve results through ownership, process optimization, and upstanding character
A passion for learning
High-energy, team-first and problem-solving mentality
Track record of prior success and strong work ethic
A strong understanding and well-defined reason for being interested in a sales career
Ability to engage in meaningful conversations at all levels of management
Excellent relationship building skills
Preferred
Knowledge of a CRM or database is an advantage
Experience with Microsoft office / Google package
Benefits
Business casual atmosphere in a flexible working environment
Team focused culture that promotes innovation and ownership
Access cutting edge investment reporting technology and expertise
Defined and undefined career pathways allowing you to grow your own way
Competitive medical, dental, vision, and life insurance benefits
Maternity and paternity leave
Personal Time Off and Volunteer Time Off to give back to the community
RSUs as well as employee stock purchase plan and 401k with match
Work from anywhere 3 weeks out of the year
Work from home Fridays
Company
Clearwater Analytics (CWAN)
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.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$1.97B2025-12-21Private Equity
2025-12-21Acquired
2025-05-12Post Ipo Equity· $261.81M
Leadership Team
Sandeep Sahai
CEO
James Cox
Chief Financial Officer
Recent News
Company data provided by crunchbase