Sales Operations Lead / COO Asset Management Line Of Business
The Sales Operations Lead / COO Asset Management 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 Sales leader, combining hands-on analytics with operational excellence and leveraging strong business acumen with data analysis to help ensure the segment executes against its strategic and revenue goals.
You won't be building foundational processes from scratch instead, you'll leverage 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, RevOps, Finance, Marketing, and Product. The ideal candidate thrives in a dynamic environment, demonstrates strong analytical capabilities, and can translate data into meaningful business insights while maintaining high operational standards.
Key Responsibilities
Segment Business Operations & GTM Execution
- Drive weekly and monthly business reviews, forecast calls, and performance tracking for the Asset Management segment
- Operationalize annual GTM plans, quota allocations, and seller coverage in alignment with corporate planning
- Monitor segment performance vs. targets and recommend actions to improve pipeline, velocity, and win rates
Sales Execution Support
Identify process improvements that remove friction for sellers, improve CRM hygiene, and support growthTrack seller-level productivity, onboarding ramp, and resource utilization across the segmentCross-Functional Coordination
Serve as the connective tissue between Asset Management sales and Clearwater's central functions (Product, Finance, Marketing, RevOps)Drive segment-specific inputs into pricing decisions, customer targeting, and product readinessRepresent the Asset Management LoB in companywide GTM and planning cadencesImpact and Outcomes
Increased seller productivityImproved forecasting accuracyTarget achievementQualifications
68+ years in Sales Operations, GTM Strategy, or Business Operations roles in SaaS, fintech, or financial servicesPrior experience supporting asset managers, or complex institutional clients preferredFamiliarity with sales cadences, pipeline analysis, quota planning, and forecast managementProficiency with Salesforce, Excel / Sheets, and BI tools (Tableau, Looker, etc.)Strong communicator and cross-functional collaborator; able to influence without authorityComfortable working in a fast-paced, matrixed environmentWhat You'll Gain
Deep exposure to asset management go-to-market strategy within a high-growth SaaS businessOpportunity to shape the next chapter of Clearwater's GTM evolution as we integrate acquisitions and scale globallyPartnership with experienced operators and access to a best-in-class Sales Ops framework you'll help localize and applyWhat We Offer
Business casual atmosphere in a flexible working environmentTeam focused culture that promotes innovation and ownershipAccess cutting edge investment reporting technology and expertiseDefined and undefined career pathways allowing you to grow your own wayCompetitive medical, dental, vision, and life insurance benefitsMaternity and paternity leavePersonal Time Off and Volunteer Time Off to give back to the communityRSUs as well as employee stock purchase plan and 401k with matchWork from anywhere 3 weeks out of the yearWork from home FridaysSalary Range $100,000.00 - $168,000.00
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.