<div><div><p><span><span>The Sales Operations Lead / COO – </span><span>Asset Management</span><span> Line of Business is a key member of the centralized Sales Operations function, embedded within the Asset Management vertical to drive performance, pipeline health, and go-to-market execution. This position acts as the operational partner to the Asset Management </span><span>Sales </span><span>leader, combining hands-on analytics with operational excellence and </span><span>leveraging</span><span> strong business acumen with data analysis to helps ensure the segment executes against its strategic and revenue goals.</span></span><span> </span></p></div><div><p><span><span>You </span><span>won’t</span><span> be building foundational processes from scratch — instead, </span><span>youll</span><span> </span><span>leverage</span><span> core frameworks from the central Sales Operations team and tailor them to the Asset Management segment. Your focus will be on execution: running the business cadence, enabling segment-level insights, and driving seller productivity in close coordination with GTM, </span><span>RevOps</span><span>, Finance, Marketing, and Product. The ideal candidate thrives in a dynamic environment, </span><span>demonstrates</span><span> strong analytical capabilities, and can translate data into meaningful business insights while </span><span>maintaining</span><span> high operational standards.</span></span><span> </span></p></div><div><p><span><span>Key Responsibilities</span></span><span> </span></p></div><div><p><span><span>Segment Business Operations &amp; GTM Execution</span></span><span> </span></p></div><div><ul><li><p><span><span>Drive weekly and monthly business reviews, forecast calls, and performance tracking for the Asset Management</span><span> segment</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Operationalize annual GTM plans, quota allocations, and seller coverage in alignment with corporate planning</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Monitor segment performance vs. targets and recommend actions to improve pipeline, velocity, and win rates</span></span><span> </span></p></li></ul></div><div><p><span><span>Sales Execution Support</span></span><span> </span></p></div><div><ul><li><p><span><span>Identify</span><span> process improvements that remove friction for sellers, improve CRM hygiene, and support growth</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Track seller-level productivity, onboarding ramp, and resource </span><span>utilization</span><span> across the segment</span></span><span> </span></p></li></ul></div><div><p><span><span>Cross-Functional Coordination</span></span><span> </span></p></div><div><ul><li><p><span><span>Serve as the connective tissue between </span><span>Asset Management</span><span> sales and Clearwater’s central functions (Product, Finance, Marketing, </span><span>RevOps</span><span>)</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Drive segment-specific </span><span>inputs</span><span> into pricing decisions, customer targeting, and product readiness</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Represent the Asset Management </span><span>LoB</span><span> in companywide GTM and planning cadences</span></span><span> </span></p></li></ul></div><div><p><span><span>Impact and Outcomes</span></span><span> </span></p></div><div><ul><li><p><span><span>Increased seller productivity</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Improved forecasting accuracy</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Target achievement</span></span><span> </span></p></li></ul></div><div><p><span><span>Qualifications</span></span><span> </span></p></div><div><ul><li><p><span><span>6–8+ years in Sales Operations, GTM Strategy, or Business Operations roles in SaaS, fintech, or financial services</span></span><span> </span></p></li></ul></div></div><div><div><ul><li><p><span><span>Prior experience supporting asset managers, or complex institutional clients preferred</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Familiarity with sales cadences, pipeline analysis, quota planning, and forecast management</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Proficiency</span><span> with Salesforce, Excel/Sheets, and BI tools (Tableau, Looker, etc.)</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Strong communicator and cross-functional collaborator; able to influence without authority</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Comfortable working in a fast-paced, matrixed environment</span></span><span> </span></p></li></ul></div><div><p><span><span>What Youll Gain</span></span><span> </span></p></div><div><ul><li><p><span><span>Deep exposure to </span><span>asset management</span><span> go-to-market strategy within a high-growth SaaS business</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Opportunity to shape the next chapter of Clearwater’s GTM evolution as we integrate acquisitions and scale globally</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Partnership with experienced operators and access to a best-in-class Sales Ops framework </span><span>you’ll</span><span> help localize and apply</span></span><span> </span></p></li></ul></div><div><p><span><span>What we offer</span></span><span> </span></p></div><div><ul><li><p><span><span>Business casual atmosphere in a flexible working environment </span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Team focused culture that promotes innovation and ownership </span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Access </span><span>cutting edge</span><span> investment reporting technology and </span><span>expertise</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Defined and undefined career pathways allowing you to grow your own way </span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Competitive medical, dental, vision, and life insurance benefits</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Maternity and </span><span>paternity leave</span><span> </span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Personal Time Off and Volunteer Time Off to give back to the community</span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>RSUs as well as employee stock purchase plan and 401k with match  </span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Work from anywhere 3 weeks out of the year </span></span><span> </span></p></li></ul></div><div><ul><li><p><span><span>Work from home Fridays</span></span><span> </span></p></li></ul></div></div><div><p></p><p><span><span>Salary Range</span></span><span> </span></p></div><div><p><span><span>$</span><span>10</span><span>0,000.00 - $168,000.00</span></span><span> + bonus + RSUs</span></p><p><i>This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.</i><span> </span></p></div>