The role:
Clearwater is looking for an Account Manager to join our APAC Sales team. This is a direct, quota-carrying position responsible for upselling our solutions portfolio spanning the front, middle, and back office to existing asset management and hedge fund clients.
Requirements:
Proven SaaS Upsell / Land-and-Expand Experience
- 3–10 years in a quota-carrying upsell or account-expansion role at an institutional SaaS vendor (ideally investment- or operations-focused)
- Demonstrated track record of consistently hitting or exceeding annual expansion targets (10–20% growth per book)
- Deep comfort negotiating renewals, add-ons and pilot projects
Investment-Operations Domain Expertise
- Hands-on knowledge of front-, middle- and back-office workflows: portfolio/P&L, order management, data-feeds, risk & compliance, reporting, etc.
- Ability to diagnose gaps in clients’ processes and map CWAN products (OMS, PM, risk, accounting, analytics) to solve them
- Familiarity with APAC markets and partner ecosystem conventions (Hong Kong, Singapore, Australia, Mainland China)
Strategic Relationship Building
- C-suite-level presence: proven ability to build trust with COOs, CEOs, Heads of Trading, and CIOs
- Skilled at unearthing “hidden” stakeholders (IT, operations, legal) to broaden ownership circle
- Empathy and cultural IQ to navigate multi-language, multi-time-zone workstyles
Consultative, Value-First Selling Skills
- Crafts ROI-driven business cases (TCO savings, risk reduction, AUM scale) in partnership with Clients and CWAN Solutions Engineers
- Executes structured account plans: opportunity mapping, competitive analysis, pipeline management in Salesforce (or equivalent CRM)
- Leads product demos, workshops and executive workshops—tailoring messaging to each function’s KPIs
Analytical & Operational Rigor
- Excellent data-analysis chops to spot expansion triggers in usage metrics (module adoption rates, log-in frequency, support tickets)
- Comfortable running quarterly business reviews and surfacing “white-space” for cross-sell
- Sharp project-management discipline to see scaled upsells through to smooth delivery
Communication & Collaboration
- Superb presentation and storytelling skills—fluent in English; Mandarin or Cantonese a strong plus; any other APAC language welcome
- Team player who partners tightly with Sales, Account Management, Product and Marketing to align on messaging, competitive intel and enablement needs
- Resilient follow-up style: persistent but never pushy
Cultural Fit & Attributes
- True self-starter with an entrepreneurial bent—thrives in a fast-moving, global growth environment
- Solutions-oriented mindset: views every “no” as a doorway to learn and re-pitch smarter
- High emotional intelligence: listens actively, adapts style to match client seniority and local customs
Education & Travel
- Bachelor’s in Finance, Business, Engineering or Computer Science; MBA or CFA is a plus
- Willingness to travel up to 20–30% across APAC
We Offer:
- A business casual atmosphere in a flexible working environment
- A team-focused culture that promotes innovation and ownership
- Access to cutting-edge investment reporting technology and expertise tailored for the market
- RSUs and an employee stock purchase plan
- Paid time off (PTO) and volunteer time off to give back to the community
- Defined and undefined career pathways allowing you to grow your own way
- The opportunity to work from anywhere for 3 weeks out of the year
- Hybrid and flexible working schedules
- Maternity and paternity leave
Join us at Clearwater and be part of an innovative team committed to delivering exceptional solutions tailored to the asset management industry.
Apply now to embark on an exciting career journey with us
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