At a Glance
- Tasks: Build relationships and drive sales in the investment management sector.
- Company: Join CWAN, a leader in cloud-native investment management solutions.
- Benefits: Enjoy a competitive salary, uncapped commission, and flexible working conditions.
- Other info: Dynamic culture focused on teamwork, learning, and professional growth.
- Why this job: Be part of a team that innovates and transforms the investment landscape.
- Qualifications: 7+ years in SaaS sales with a strong track record in financial technology.
The predicted salary is between 80000 - 120000 £ per year.
Overview
About CWAN® The next-generation platform: bringing together powerful execution, portfolio management, data, accounting, analytics, automated workflows, and real-time multi-asset risk and transparency across the full investment lifecycle. For 20 years, CWAN has helped thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing.
Responsibilities
- Create and maintain relationships with prospects, clients, and other influencers in the market, while understanding prospective clients’ current infrastructure, business requirements and subsequent challenges.
- Proactively familiarize self with market complexities and the value proposition of CWAN to improve operational efficiency, ensure data accuracy, strengthen oversight, and provide front-to-back visibility with a whole-portfolio view within a single-instance, multi-tenant platform.
- Develop new accounts and/or expand existing accounts within the FraBeLux investment management and/or insurance market, solving complex problems throughout the sales cycle.
- Conduct effective meetings with prospects and perform needs identification.
- Develop and progress opportunities, closing deals in the assigned market.
- Work in close coordination with executive management and other internal teams (Client Services, Marketing, and Pre-Sales).
- Successfully lead complete demos on most module/report/asset class requested.
Qualifications
- More than 7 years SaaS sales experience and a proven track record in attaining annual quotas of $1 Million+
- Knowledge in Unit Linked Order and Mandate Management, Rebate process etc.
- Unit Linked End to End Workflow including specifics for Lux, France, Germany & UK NAV Calculation / Fund Admin Type Activities
- Bonus: Local regulatory reporting including trustee management, excellent understanding of front office processes (PMS & OMS)
- Knowledge of: Securities or financial markets, especially derivatives, alternatives, structured products, and/or fixed income
- Understanding of challenges in the industry (reporting, accounting, data...)
- Hungry to develop new business and grow their career in a new business sales role.
- Exposure and proficient understanding of the investment management and/or insurance market in FraBeLux, or a demonstrated ability to sell into this market.
- Proven record of exceeding targets and selling financial technology solutions using structured sales methodologies i.e. MEDDIC.
- Strong presentation and writing skills for client-facing activities.
- Ability to work independently but within a team environment.
- High adaptability and flexibility, including the ability to manage deadline pressure, ambiguity, and change.
What we offer
- Business casual atmosphere in a flexible working environment.
- Team focused culture that promotes innovation and ownership.
- Access to cutting edge investment reporting technology and expertise.
- Continual learning, professional development, and growth opportunities.
- Competitive salary and uncapped commission package.
- Benefits package; including health, vision and dental insurance, volunteer time off, employee discounts.
SaaS Enterprise Sales Leader – Investment Mgmt employer: Clearwater Analytics
CWAN® is an exceptional employer that fosters a team-focused culture in a business casual atmosphere, promoting innovation and ownership among its employees. With access to cutting-edge investment reporting technology and a commitment to continual learning and professional development, employees can thrive in their careers while enjoying a competitive salary and uncapped commission package, alongside a comprehensive benefits package including health, vision, and dental insurance. Located in the vibrant FraBeLux region, CWAN offers unique opportunities for growth within the investment management and insurance markets, making it an attractive place for ambitious professionals seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land SaaS Enterprise Sales Leader – Investment Mgmt
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Do your homework on CWAN! Familiarise yourself with their platform and how it solves real-world problems for clients. When you know the ins and outs, you’ll be able to speak confidently about how you can contribute to their success during interviews.
✨Tip Number 3
Practice makes perfect! Prepare for those demos and client meetings by running through your pitch multiple times. Get feedback from friends or colleagues to refine your approach. The more comfortable you are, the better you’ll perform when it counts.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the team. Don’t miss out on the chance to showcase your skills directly!
We think you need these skills to ace SaaS Enterprise Sales Leader – Investment Mgmt
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the job description. Highlight your SaaS sales experience and any relevant achievements that align with what we're looking for. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about the investment management sector and how your skills can help us at CWAN. Keep it engaging and personal – we love a good story!
Showcase Your Achievements:When detailing your experience, focus on quantifiable achievements. Did you exceed your sales targets? How did you contribute to your previous team's success? Numbers speak volumes, so let us know how you made an impact!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Clearwater Analytics
✨Know Your Stuff
Before the interview, dive deep into CWAN's platform and its unique value proposition. Familiarise yourself with their offerings in investment management and how they solve complex problems for clients. This will not only show your genuine interest but also help you articulate how your experience aligns with their needs.
✨Showcase Your Sales Success
Prepare to discuss specific examples of how you've exceeded sales targets in the past, especially in SaaS or financial technology. Use structured methodologies like MEDDIC to frame your success stories, demonstrating your strategic approach to sales and client engagement.
✨Understand the Market
Brush up on the FraBeLux investment management landscape, including key challenges and regulatory nuances. Being able to speak knowledgeably about local market complexities will set you apart and show that you're ready to hit the ground running.
✨Engage and Ask Questions
During the interview, don’t hesitate to ask insightful questions about CWAN’s future direction, team dynamics, and client relationships. This not only shows your enthusiasm but also helps you gauge if the company culture aligns with your values and career goals.
