Business Development Representative

As a Business Development Representative, you will engage with potential customers to understand their investment reporting needs and introduce them to Clearwater's solutions. You will proactively reach out via phone, email, and LinkedIn, leveraging advanced sales tools and techniques to identify new prospects and contribute to pipeline growth. This role involves researching client needs, participating in meetings, maintaining CRM data, and collaborating with sales closers.

• Engage with stakeholders to address investment reporting concerns
• Proactively reach out to potential customers via phone, email, and LinkedIn
• Gain expertise in sales techniques and utilize CRM tools
• Research and identify customer needs to personalize sales communications
• Collaborate with closers to support deals through the sales funnel
• Maintain client information in CRM database