Sales Director Strategic Insurance

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: 

• Win new business to meet quota. 

• Develop successful sales strategy for assigned team and market. 

• Takes an active role in sales pursuits throughout the sales cycle as needed. 

• Participate directly in sourcing new opportunities and building pipe by leveraging their network of contacts and relationships. 

• Work with Marketing to develop sales & marketing campaigns tailored to their assigned territory / market. 

• Drive a world-class sales process for their assigned team.  

• Maintain senior / executive relationships with prospects and clients. 

• Help ensure successful conversion of bookings to revenue by maintaining client delight through implementation and beyond. 

• Demonstrated expertise in sales best practices Clearwater knowledge and market knowledge. 

• Has successfully helped their team achieve their annual sales quota for at least 2 years. 

Required skills:  

• Proven record of exceeding sales goals/quotas.

• Ability to gain access and interact with C-level executives.

• Superior interpersonal and presentation skills.

• General understanding of investments and/or GAAP and Statutory accounting  

• 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:  

• MBA CPA or other relevant advanced degree preferred but not required.  

• 9+ years of relevant experience meeting or exceeding a sales quota. 

• Experience running the full sales cycle (cold call to contract). 

• Experience working closely with the Board and Leadership team to shape company and regional strategy. 

What We Do

CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004 CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies asset managers and hedge funds to asset owners like corporations endowments and pension funds managing over $10 trillion in assets.

Why Work With Us

We continue to grow fueled by a strong foundation an ambitious vision and a commitment to delivering exceptional value to our clients partners and team members around the world. What started as a bold idea in Boise Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices

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