Business Development Representative - Insurance & Asset Management

Job description

About Clearwater Analytics: Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting. Job Summary: The Business Development Representative (BDR) engages with stakeholders and prospects across the APAC market 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 within Asset Management and Insurance through phone calls, emails, and LinkedIn. They will gain expertise in sales techniques and utilize company tools like Salesforce, Claude Enterprise, Gong, 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. Build qualified pipeline across our APAC Asset Management or Insurance market verticals within Hong Kong primarily - a high growth market with a large addressable total market, which represents significant growth opportunity for Clearwater in 2027. 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 preferred. 1+ years’ successful attainment in a Business Development or Inside Sales role. Mandarin or Cantonese is needed as an additional language as this will be the aligned territory. 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 Plan, discounted gym membership + other discounts. Industry competitive pension contributions. 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'. On-site - Hong Kong office - Monday to Thursday.