Business Development Representative

Clearwater Analytics

. Engage with stakeholders to address concerns about investment reporting accuracy and timeliness .

Posted 11/12/2026full-timeNew York City • New York • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in relationship building and sales techniques, leveraging strong communication and organizational skills to engage stakeholders and drive business growth. Proficient in utilizing CRM tools and Microsoft Office to manage client information and support the sales process.

Highest-signal resume keywords

Relationship BuildingSales TechniquesCRM ProficiencyMicrosoft Office ProficiencyProblem-Solving Abilities

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Attention to DetailVerbal CommunicationWritten CommunicationInterpersonal SkillsOrganizational Skills

Tools & Technologies

CRM Database

Industry Keywords

Investment ReportingSales FunnelBusiness MeetingsClient ObjectivesProspecting

About the role

Key responsibilities & impact

Engage with stakeholders to address concerns about investment reporting accuracy and timeliness
Proactively reach out to potential customers through phone calls, emails, and LinkedIn
Conduct research and identify compelling events to determine customer needs and personalize sales communications
Source, prepare for and participate in business meetings with prospective clients
Promote the company’s products/services and address or predict clients’ objectives to increase net new pipeline
Create and maintain client information in the CRM database
Collaborate with and apprentice to closers while supporting deals through the sales funnel
Gain expertise in sales techniques and use company tools to find new prospects and contribute to Clearwater's growth

Requirements

What you’ll need

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
Bachelor's degree in business administration, finance, accounting and/or another related area